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Chapter 3.5 - Life insurance and endowment policies

Chapter 3.5 - Property, assets, and debts

Life insurance and endowment policies

Add policies even if there is no surrender value.

In progressAwaiting solicitor approval5 minForm E 2.5

Policies

Complete one entry for each policy.

Policies 1

Why we need thisShow

Some policies are capital assets and others are relevant protection arrangements.

Documents that helpShow
  • Surrender valuation for each policy with surrender value