Insurance and Death Benefit Planning

Our Private Client team will consider your insurance based products and their impact upon tax planning and wealth succession.

Typically death in service, life insurance and pension payouts can be substantial and we recognise the need to ensure that they get the right treatment. The private client team at George Green LLP encourage clients to consider whether such payments should be directed on to trust and have the experience and technical skills to ensure that, where appropriate, trust structures are put in place in order to manage these substantial sums so that nothing is left to chance.