Your protection and wider estate planning

Review your planning before the 2027 changes

You arranged the protection. Now make sure it still reaches the people you intended.

From 6 April 2027, most unused pension funds and pension death benefits will also be brought within an individual’s estate for Inheritance Tax purposes.

If your estate is affected, outdated or incomplete planning could mean:

More of your estate falling within the scope of Inheritance Tax
Your family receiving less than you intended
Your pension, Will, beneficiaries and protection no longer working together as intended
Planning opportunities being missed before the rules change

This short review helps us establish whether your AssureLife policy and wider arrangements may need attention.

No obligation. An iTrust121 adviser will only contact you about the review you request.

Your AssureLife protection

Is your AssureLife policy currently held in trust?

If you are unsure, that is completely fine. We can check this with you as part of the review.

Yes My policy is already held in trust No I do not believe my policy is in trust I’m not sure I would like this checked

Your Will

Do you currently have a Will in place?

We want to check that your Will and protection still work together as you intended.

Yes No I’m not sure

Lasting Powers of Attorney

Do you have LPAs in place?

LPAs allow people you trust to make financial or health decisions on your behalf where legally required.

Yes No I’m not sure

Changes since you arranged your protection

Has anything significant changed?

Select all that apply. You do not need to give us personal details here.

Relationship Marriage, divorce or a new relationship Family Children or grandchildren Property A house move, purchase or mortgage change Work or business Employment, ownership or business changes Health or care New considerations for you or your family Pension or retirement Pension, retirement or beneficiary changes No significant changes I would still like my arrangements checked

Your wider estate

Approximately what is the total value of your estate?

A rough estimate is fine. Include your home, savings, investments and pensions.

Do you own your home?

Yes — solely Yes — jointly No

REVIEW RECOMMENDED Let’s make sure your protection is structured correctly

We can review whether your existing AssureLife policy should be held in trust and whether your Will, LPAs, pension arrangements and wider planning still work together as intended.

Your details

Where can our adviser reach you?

We’ll use these details only to follow up on the review you are requesting.

First name Last name Email address Mobile number

Anything else you would like the adviser to know? Optional

By submitting, you confirm that the details supplied are accurate. See the iTrust121 Privacy Policy .

Review received

Thank you, your review has been sent .

An iTrust121 adviser will review your answers and contact you using the details provided.

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