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How to put your policy in Trust

For existing LifeSearch customers

In the majority of situations, putting your Life Insurance policy in Trust will help

Put your policy in trust via our partners at Generational Wealth, courtesy of LifeSearch

There’s no charge but many advantages.

Generational Wealth will help you to put your policy into Trust. You can even choose how. 

You can do it yourself via a straightforward online process or, with help from one of the Generational Wealth team.

 

 

A Trust will ensure that a pay-out will go to the right people, straight away, or at the right time.

  • Say who is to receive a pay-out
  • How much and when they should receive it
  • Money should be paid over without legal delays or fees (no probate)
  • Inheritance tax could be avoided* 
  • Money does not need to be used to repay debts

It’s almost always a good idea to put your life insurance in to trust, and those you want to leave things to will thank you for it. If you want to make sure a Trust is right for you before getting started, check out Trust FAQs or contact our partners at Generational Wealth.

*Tax rules are subject to change.

 

Who is this free service for?

New and existing LifeSearch customers can access this free service and because we believe it’s so important, we have opened it up to everyone even if you took out a policy with someone else.

To find out more or to get started, please choose the drop-down option that best describes you:
 

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