Wealthy client secures a free trust for his family

I recently spoke with a high-net worth client who wanted to review his life insurance. Since his existing cover was not arranged in trust, his family would have been liable to an inheritance tax of up to 40%. After careful research, I was able to find them a better deal and arrange a trust free of charge. This ensured that their family would receive the full payout.

--

Jack Wild – Protection Specialist