Trusts
Adviser– If you’re a customer please visit the customer section
Why place a policy in Trust?
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A reminder. By placing a life insurance policy in Trust, the proceeds of the policy after your client’s death can be paid to the beneficiaries. The proceeds do not form part of the estate for Inheritance Tax purposes.
Putting existing policies in Trust
Below are useful resources including a Guide and the forms that you may need when advising former HSBC Life clients.
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Click to view page: Guide to using our Trust - Opens in a new window
A customer guide to our Flexible Trust
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Click to view page: Chesnara Life Deed of Appointment and or Retirement of a Trustee(s) - Opens in a new window
For use alongside of the Chesnara Life Flexible Trust Form