Financial Protection

The loss or serious illness of a close family member in emotional terms is enough for most people to cope with, but it can also cause a great deal of financial stress and worry for the remaining family.  To protect your Family finances you can insure against death, serious illness and disability, helping repay debts, meet ongoing lifestyle expenses and cover potential tax liabilities.

There are many different types of plans and benefit structures which can provide a lump sum or an income, we research the whole market to help you not only have an appropriate plan with a suitable level of cover, but is written in the correct way usually using trusts to ensure there are no unintended tax or beneficiary issues.

Please note the Financial Conduct Authority does not regulate Trusts.