This video is to explain the benefits of having your life insurance policy in a trust and the importance of doing so. Trusts can help in many ways with inheritance tax, speed of a pay-out in the event of a claim and also making sure your policy proceeds are paid the right beneficiaries.
The cost of our insurance service is free of charge – we also provide a free will writing service via MyLastWill.co.uk. Ready to go? Don’t delay, book your FREE online consultation here now – Arrange An Appointment here via our website –
Not quite ready? Have some questions? That’s ok; we know it’s not every day that you get a mortgage or review an existing one.
Get in Touch;
• Call us for a chat on 0330 175 7504
• Email our team at info@dm.mortgage
• Check out our website here –
Start your remortgage or home moving journey today. Get in touch with us now to find out how we can make moving home a breeze.
We also offer advice on protecting your investment with Life Insurance, Critical Illness Cover and Income Protection.
My name is Nicola McKenzie, co-founder of Dunham McCarthy Financial Services. My team and I are dedicated to making mortgages easier for you. Whether you are a first time buyer, climbing the property ladder, investing in a buy to let or simply re-mortgaging, we have an expert on hand to take the burden off of your shoulders.
We’re an independent broker, meaning we have access to nearly every mortgage and insurance policy out there so we can help you get the best deal.
Finally, as a way of saying thank you, with every mortgage or insurance policy we arrange you will receive a voucher to write a Will at MyLastWill.co.uk. Now that’s a first!
For Will Writing & Trust advice, head to;
W: (Detailed Estate Planning Advice)
W: (Online, quick, easy and convenient solution to draft your Will)
Timestamp
00:00 Intro
01:12 What is a trust
02:58 Protect against Inheritance tax
04:17 Fater access to your money
06:15 More control over your assets
09:02 Other points to consider
11:24 Summary
***Your home may be repossessed if you do not keep up repayments on your mortgage***
Dunham McCarthy Financial Services Ltd is an appointed representative of Primis Mortgage Network, a trading name of First Complete Limited which is authorised and regulated by the Financial Conduct Authority.
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