Antony Devine, BA ACA Dip PFS

  Bates Investment Services Ltd.

  Telephone: 08700 427 900

  Email: antony.devine@batesadvice.com

  Independent Financial Advisers

Writing of Policies into Trust

There are few reasons NOT to write a life insurance policy under a trust deed. The principal advantages are:

• There is no need to wait for probate upon death. The benefits under the policy are paid out to the beneficiaries swiftly. (Probate can take months!)

• The use of the trust should avoid the benefits becoming part of the deceased's estate, and hence being assessable to Inheritance Tax. (Approximately 5% of IHT receipts into HM Treasury are from life policies, and are avoidable!)

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Bates Investment Services Limited is authorised and regulated by the Financial Services Authority, and is a wholly-owned subsidiary of The Money Portal plc. 

Bates Investment Services Limited is entered on the FSA register under reference 154229.

Registered Office: 1 Threadneedle Street, London, EC2R 8AY.

Registered in England and Wales Company no. 3434648.

The FSA do not regulate some forms of mortgages.

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