We don’t like to think about it, but it’s important to know that with Atlas, your loved ones will be looked after. If you die while you’re still paying in to Atlas your dependants could receive:
- A lump sum
- A pension for one or more of them.
There is no Inheritance Tax to be paid on any lump sum on your death because it’s paid under ‘discretionary trust’. A discretionary trust means the Trustee Board decides and they will consider your wishes but aren’t bound by them.
Paying death benefits in this way also means that the payments can be made quickly.
Don’t forget to check your Expression of Wish Form is up to date and remember it might need changing if you get married, divorced, or have a baby.
A form to tell the Trustee who you'd prefer to get any death benefits that might be payable
To complete, or update, an expression of wish form, click the log in button at the top of the page and select an online portal to log in to.