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 Protection planning

Tech centre - protection planning
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Pensions planning

Pension planning articles looking at pre-retirement, benefits in retirement and death benefits.

Investment and tax planning

A range of investment planning solutions covering personal and business investments.

Trust and inheritance tax

Financial planning opportunities giving you information about inheritance tax and trust planning.

Benefits of Placing Life Assurance Under Trust

Using an example to show the advantages of writing a single life policy under trust

Divorce – Managing life changes - Protection solutions using a trust

When a couple are divorcing it is often necessary to attempt a reconstruction of the couple’s finances in two (potentially unequal) parts.

Freeing people from the fear of uncertainty

Air crashes, acts of terrorism and other events causing mass fatalities are those which all to regularly propel 24 hour news coverage into the homes of your clients.

Intestacy and the problem of unexpected beneficiaries

The distribution of an estate on the death of an individual in the UK is dealt with either by Will or by the applicable Intestacy Rules if no Will was left.

Life assurance for couples

In this article we look at simple protection planning for couples and consider the added value provided by recommending two single life policies under trust.

Life assurance for inheritance tax planning

In this article we identify the separate life assurance needs to cover the inheritance tax liabilities resulting from making outright gifts to family and friends.

Lifetime Allowance Protection and Death in Service Schemes

A review of how continued membership, or joining a new, death in service scheme can impact on clients applying for fixed protection 2016.

The Role of Trustees

This article looks at what is involved in being a trustee of a life assurance policy under trust

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WA01358 02/2017