06/03/2023
Life insurance is a crucial component of financial planning for many people, as it provides financial protection for their loved ones in the event of their death.
However, if the policy is not written in trust, the payout from the insurance policy may be subject to inheritance tax, which could significantly reduce the amount of money that is ultimately paid out to the policyholder's beneficiaries.
Contact me today for a free consultation to discuss your options.
23/02/2023
Do you have a current Will in place? Have you updated your Will after having children or being separated?
By not having an up-to-date will, you risk leaving behind additional stress and confusion for your loved ones during an already difficult time.
If you get divorced and you don't have a will in place in the UK, the situation can become complicated, and your estate may not be distributed in the way that you would have wanted.
Ensure your legacy is protected, be aware of Inheritance Tax implications and make sure all that you’ve worked hard for is distributed to your family as chosen.
20/02/2023
Fully licensed Insurance Adviser specialising in Personal Protection, Business Insurance, Estate Planning & Inheritance Tax Analysis.
