Life Insurance Trusts
» Tax Free
» Paid directly to your family
» You choose who receives the benefit
» Peace of mind for you and your family Tax Free
Ensuring that your family receives all of the funds from your life insurance on your death is paramount for anyone taking out a life insurance policy.
In order to make sure that your family gets all of the proceeds from your life insurance, many people place their policy within a Trust.
Putting your policy within the care of a Trust means that you have the peace of mind, knowing that your life insurance will go directly to your family in a fast and straightforward manner.
Trusts are designed to ensure the benefit from your policy is received by the people you choose. Choosing the right type of Trust is essential and Steel & Shamash will advise and arrange this on your behalf together with your will.
A Trust is a foolproof way of ensuring that the funds from your Life Insurance policy are handed over to your loved ones swiftly in the event of your death, without being taxed, and usually six months faster than going through your insurance company.
A Life Insurance Trust vital if your family will be relying on these funds to survive.
