Posted on November 20, 2013 by admin - Protection
With so many different protection options available, making the right decision to protect your personal and financial situation can seem overwhelming. There is a plethora of protection solutions which could help ensure that a lump sum, or a replacement income, becomes available to you in the event that it is needed. We can make sure that you are able to take the right decisions to deliver peace of mind for you and your family in the event of death, if you are too ill to work or if you are diagnosed with a critical illness. (more…)
Posted on September 3, 2013 by admin - Uncategorized
Helping you to look after and maintain your wealth in the most efficient way
If you are UK domiciled, Inheritance Tax (IHT) is currently charged at 40 per cent and is payable on your estate once your net assets exceed £325,000. For some married couples and registered civil partners, any unused percentage of the available allowance from the estate of the first to pass away may be claimed when the second spouse dies. Once the domain of the super-rich, wide-scale home ownership and rising property values have meant that more and more people need to implement an estate preservation strategy to protect their wealth. (more…)
Posted on September 3, 2013 by admin - Uncategorized
A very difficult time for your health and your wealth
The diagnosis of a serious illness can mean a very difficult time for your health and your wealth. But critical illness cover can provide vital financial security when you need it most. Most homebuyers purchase life assurance when they arrange a mortgage, but overlook critical illness cover, another form of financial protection that we are statistically more likely to need before reaching retirement. (more…)
Posted on August 21, 2013 by admin - Protection
Inheritance tax (IHT) is becoming an issue for an increasing number of people in the UK. None of us likes to entertain the thought of our own death and what would happen to our family after such an event. However, a financial plan for your death is vital, especially if you have dependants. (more…)
Posted on August 21, 2013 by admin - Protection, Retirement
By establishing a trust, you could protect your assets for future generations and protect your family business, in addition to offering charitable and other social benefits. (more…)
