What is a gift inter vivos policy and when should it be used?

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CPD learning outcomes - 30 minutes

After reading this guide, you'll have an understanding of:30 minutes timer

  • What is a gift inter vivos policy and why is it used.
  • Other options that can be used in place of a gift inter vivos policy.
  • Why a policy should be written in trust.
Last updated: 01 Oct 2019

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The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.