@medinaurfinancialadviser: How a Trust can protect your family from Inheritance Tax* Most people get Life Insurance to protect their loved ones but if it’s not written in a Trust, that money could end up in the wrong place. When your policy is in a Trust, the payout goes directly to your chosen beneficiaries instead of becoming part of your estate. Disclaimer: This post is for information purposes only and is not personal financial advice. Seek regulated or professional advice before taking action.

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Medina McKenzie

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Monday 20 October 2025 14:57:53 GMT

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Isaac Gukas :

This is going to sound weird, but I’m following you solely because of how enthusiastic you look sharing this.

kelechi.oa :

Real insightful! 👏🏾👏🏾

Fiona O’Donoghue :

Oh wow I never even thought about the insurance side 👍 thanks for the great advise

Francisco🤍🙏🏽❤️ :

How can l take out a trust

Odo :

How does one do any of this?

Laura 💕 :

Instant follow

Her Royal Blackness :

I just did this for my remortgage

InsuranceMortgaeAdvisewithFido :

Great advice

BETUL CAN :

In that case insurance will pay off the outstanding mortgage plus the inheritance tax ?

Trixiebelle :

Who pays the mortgage though?

Kelsie | motherhood & things :

You are the exact account I’ve been needing to find!

Dubbegood2me :

So how much is it to out the life insurance into trust ?

s.m :

thanks

Adison⚡️Rising :

Sometimes you don’t need to be an expert to know when an expert is in plain sight but utilising a little wisdom will help us make those sound judgement calls 💯📊🧠🤝

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