Penguin Bitesize Guide #8: Putting life assurance policies into trust

Penguin Bitesize Guide #8: Putting life assurance policies into trust

Most people during their working lives have a life assurance policy. Or more than one.

Most people do not have this policy “subject” to a trust. In most cases, that is a basic financial error.

Correcting that error is simple – and we can help you. One problem with this subject is that it can seem as if this is a complex situation.

Download your FREE copy of the Penguin Bitesize Guide #8: Putting life assurance policies into trust

View our privacy policy here.

More guides you may be interested in


Signup to our mailing list

Receive the latest monthly news, tips, events and financial commentary from the Penguin Team, straight to your inbox.

Book your
Discovery Meeting

Contact Us

T: 02920 450143

A:

Penguin House, Raleigh Walk, Brigantine Place,
Cardiff, CF10 4LN
________________

Cowbridge Office
5 Willow Walk , Cowbridge
Vale of Glamorgan, CF71 7EE


Penguin © 2024. Penguin is a trading name of Penguin Wealth Planners Ltd. who are authorised and regulated by the Financial Conduct Authority (FCA no. 830057). For further information please View More


Privacy Policy