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Life Insurance/Pension Trusts
If you want to protect your beneficiaries from Inheritance Tax (IHT), you may wish to consider placing your life insurance or pension lump sum into a trust.
At JMW, our experienced team of lawyers has the depth of knowledge to guide you through the process of setting up a life assurance or pension trust. In doing so, we can help you to ensure your beneficiaries receive the money you intend to leave them. The benefits of doing this are a reduction in IHT and flexibility and protection of assets.
How JMW Can Help
We have helped clients from business leaders and entrepreneurs to professional sportsmen and media personalities discover the very best options for their financial concerns.
Our breadth of experience means we are able to draw on our extensive knowledge to provide you with a tailor-made plan that takes into consideration your personal circumstances. If you want to protect your wealth and assets after you have gone, our nationally-recognised solicitors will work quickly and effectively to bring you peace of mind.
In addition, to ensure we provide you with the very best experience, we regularly consult with accountants, investment managers and financial advisers so you can be confident that our legal guidance is up-to-date and of the highest quality.
What Types of Trusts Are There?
We can guide you through the variety of trust options available as part of your estate planning and wealth protection strategy to help determine the best solution for your situation.
We can advise you on trusts including:
- Family Trusts
- Personal Injury Trusts
- Charitable Trusts