TRUST FOR EXISTING INVESTMENTS AND LIFE INSURANCE

Pension Funds, life policies and life insurance contracts can all be made subject to a trust which allow the surviving partner control of and access to the assets and income while they are alive and for the children to inherit the remaining balance free of inheritance tax.

There is no limit on the funds which can be protected in this way. However there are rules which make it advisable to make these provisions at least 7 years before you die.

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