Protection

Both individual and corporate clients can benefit from advice on life protection. We look at the financial implications of illness, injury or death, of private individuals, and consider life protection where there is a mortgage commitment, or simply cover for the family in the event of death. In addition we also look at life protection for key people within a business, and provide solutions to help reduce the possible financial burden to the business.

We include effective tax planning and ways of avoiding paying too much tax, particularly inheritance tax, by the use of wills and trusts. We work closely with solicitors to meet clients’ wishes on death.

Personal Protection

Corporate Protection