Taking out Life Insurance – Check the Trust Documentation!

PostedDecember 18, 2018

Posted 17/09/2009

How many of us have life insurance and paid little attention when taking out the policy to what appeared to be straightforward documentation about Trustees? The answer is too many. A story reported this week on a financial website illustrates what can go wrong if the documentation is not put in place correctly. This is particularly important in the case of couples who are not married. If, having read the article, you think you should seek individual advice one of our Trusts specialists will be happy to help.

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