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Technical guide Flexible Trust deed - legalandgeneral.com

Technical guide Flexible Trust deed - legalandgeneral.com

www.legalandgeneral.com

These discretionary ... When a life policy is looked after in this way, it is said to be ‘in trust’. The life policy which is in trust, and any payment received from the life policy are called the trust fund. This guide ... Relevant Life Plans, or for a pension term assurance (e.g. Tax Efficient Life Insurance Plan (‘TELIP’)). For more ...

  Trust, Life, Relevant, Discretionary, Relevant life

Discretionary Trust pack - legalandgeneral.com

Discretionary Trust pack - legalandgeneral.com

www.legalandgeneral.com

A Discretionary Trust is a legal arrangement which allows the owner of a life policy (the settlor ) to give their policy to ... Relevant Life Plans, or for a pension term insurance (e.g. Tax Ef cient Life Insurance Plan (TELIP)). For more details please speak with your nancial adviser.

  Trust, Life, Relevant, Discretionary, Relevant life, Discretionary trust

Relevant Life Plan technical guide - Legal & General

Relevant Life Plan technical guide - Legal & General

www.legalandgeneral.com

A Relevant Life Plan offers a cost-effective way for an employer to arrange Life Cover on the life of an employee, with the benefit payable to the employee’s family or financial dependants. This should be tax efficient for employers and employees, …

  Guide, Technical, Life, Plan, Relevant, Relevant life plan technical guide, Relevant life

Relevant Life Plan Technical Guide - Legal & General

Relevant Life Plan Technical Guide - Legal & General

www.legalandgeneral.com

TECHNICAL GUIDE TO THE RELEVANT LIFE PLAN3 Where an employer does not have a suficient number of employees WHO CAN BE COVERED BY A RELEVANT LIFE

  Guide, Technical, Employee, Life, Plan, Relevant, Relevant life plan technical guide, Relevant life

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