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How ill would someone have to be for HMRC to consider the policy on their life was worth something at a 10-year trust anniversary?

April 26, 2017Anniversary hmrc ill life policy Trust worth

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How ill would someone have to be for HMRC to consider the policy on their life was worth something at a 10-year trust anniversary?

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There are no hard and fast rules and HMRC will look at each case on its own merits but it is unlikely that they will investigate unless the client dies within two years of the last 10-year anniversary.