Skip to content

Ross Naylor

Chartered Financial Planner

  • Home
  • About Ross
  • Free Resources
  • My Process
  • Contact

Category: Pension Death Benefits

What is a spousal bypass trust and who should use one?

If you have more complicated family arrangements, e.g. second marriage or stepchildren, or you want to provide for someone without giving them immediate access to a large sum of money, then a spousal bypass trust may be of interest.

Published February 14, 2022
Categorised as Estate planning, Pension Death Benefits, Pension Planning Tagged beneficiary, spousal bypass trust, trusts

Copyright Ross Naylor 2022

contact@rossnaylor.com
Ross Naylor
Data Protection
 

Loading Comments...
 

You must be logged in to post a comment.