Nominating your beneficiaries

All cash sums paid on death are distributed by the Trustee for the benefit of your dependants or beneficiaries. The Trustee has discretion over who will receive these cash sums and, although they will take account of your wishes, they are not legally bound by them. This is so that inheritance tax liability is minimised.

You can update your nominated beneficiaries at any time by completing the Nomination Form that is available to print here.