Trusts

“WE would like to make a bet with you…. we bet that your adviser did not place your life assurance policy into a trust!

 

If this was not undertaken on your behalf your IHT bill could be huge as without a trust the life assurance monies could fall inside your estate for IHT purposes.

 

Let us come along and check and inspect the situation for free and put it right quickly”

Aspire Financial Services is authorised and regulated by the Financial Conduct Authority (FCA). Aspire Financial Services is entered on the Financial Conduct Authority Register https://register.fcs.org.uk/ under reference Number 919412.
The Financial Conduct Authority does not regulate some forms of buy-to-let or commercial mortgages. 
This website is aimed at UK residents.
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