Protection Planning

The future is uncertain, but we will help ensure you are as prepared as possible. We provide advice and services covering all forms of life insurance, critical illness cover and disability insurance.​

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Most of us are aware of the need to make plans to ensure we are protected, but very few of us are doing anything about the potential liability. ​When it comes to planning for later life, there is so much to consider. We can assist with inheritance tax planning, making gifts to your heirs and securing an income for your long-term health care.

 

It’s not solely about inheritance tax either. These days, more than ever, it’s vital to consider so many other variables. How does capital gains tax affect you? What would happen in the event of illness? Are you prepared should you suffer a loss of income?

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We will asses your individual situation and requirements, before devising a plan to ensure you have the protection and peace of mind you need. We’re here to ensure that, when it comes to protecting your estate, you’ll get all the help, advice and support you need.