Estate planning with Lifeplan Wealth Preserver
• An effective estate planning protection option.
• Take control of how your investment bond is transferred and when payments are made to beneficiaries.
• Set up payments as a lump sum, at regular intervals, or a combination of both.
• Avoid the upfront and ongoing legal costs that come with setting up trusts and complex wealth transfer structures.
• Cut out the cost and complexity of third parties.