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Trust Fund

Hi,

I have come across a website that is offering free vouchers to write their life insurance into a trust fund, as i am new on here i cannot put the web link on, if anybody is intrested then please send me a message

Comments

  • dunstonh
    dunstonh Posts: 121,282 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    That seems a bit strange.

    To put a life assurance policy into trust using a company means that company takes on the liability for the advice given. So, what are they getting cost wise to a) cover their liability, b) cover their other costs, c) cover the cost of the vouchers.

    There has to be a catch.
    I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.
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