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”

Morpurgo Wealth is an appointed representative of New Leaf Distribution Ltd which is authorised and regulated by the financial conduct authority (FCA). FCA Number 460421
Buy To Lets and Commercial Finance are not usually regulated by the FCA. 
In respect of Wills and Lasting Powers of Attorney, Morpurgo Wealth is an Appointed Representative of New Leaf (WWF). Company number 7891401. Registered Address: 1st Floor, Princess Caroline House, 1 High Street, Southend-on-Sea, Essex. SS1 1JE. 

This website is aimed at UK residents.

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