We will make sure your assets are passed on in the way that you wish. Our tax team will also help us to reduce the tax payable on wealth passed to your beneficiaries.

Estate planning is the process of arranging for the management and disposal of your assets when you die or lose capacity. Our expert team can assist with making a will, setting up trusts, choosing an executor, and reducing taxes and other expenses. Estate planning aims to provide peace of mind for you and your loved ones, and to ensure that your assets are passed on to your beneficiaries according to your wishes.

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The financial impact of death, a period of illness or serious injury are never easy topics to discuss but providing for these eventualities can protect you and your family from financial difficulty. Our objective and personal approach to protection planning allows you to take comfort in the knowledge that everything has been taken care of.

It’s important to check that you’re protecting your wealth and effectively planning a safety net should the unexpected happen. A critical part of this is to review any existing or possible insurance policies so that there’s peace of mind in relation to ongoing bills and other expenses.

How we can help

We can review your situation and discuss what insurances you may need:

  • Term Assurance – cost effective, fixed-term life assurance which can be used to pay off a mortgage in the event of death. ‘Term assurance’ policies provide life cover for a fixed period of time – 10 or 20 years, for example.
  • Critical Illness Cover – pays a cash lump sum if you are diagnosed with any of the illnesses your policy covers (this insurance usually forms part of a wider insurance portfolio). It’s designed to help support you and your family financially while you deal with your diagnosis, so you can focus on your recovery without worrying about how the bills will be paid.
  • Income Protection – replaces lost income in the event you are off work through illness or injury. They are vital policies for those with dependents and liabilities, paying out until you can start working again, or until you retire, die or the end of the policy term – whichever is sooner. 
  • Whole of Life Insurance – this cover runs throughout your life and will pay out a cash lump sum in the event of your death – often used to help pay inheritance tax bills
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You may already have protection plans in place, but it is always worth reviewing them as your circumstances may have changed, your priorities shifted or there may be unnoticed gaps that can be bridged.

Putting in place sufficient protection will give you peace of mind if the worst does happen.

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Whether you know what you need or just want to explore your options, we're here to help.

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