Financial protection

Financial protection

Protecting yourself and your family against an unforeseen event or tragedy should form the basis of any considered financial plan. Be this via life assurance or protection of income for the main earner or a capital lump sum required to assist with any Inheritance Tax liability, financial protection can provide considerable peace of mind.

Our wealth planners have a breadth of knowledge of the range of options in this area. They will work with you to address any concerns you may have regarding vulnerabilities in your own protection, or use their expertise to highlight any gaps you may not be aware of. They will also commonly use trusts to make sure any benefit received is done so in the most tax efficient way.

Comments are closed.