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Objectives
Protection for family
To ensure that adequate provision is made for the financial
consequences of the death or disablement of yourself or your partner.
 Education
for Children
To provide in a tax efficient manner for the education you
have planned for your children and to ensure that their education
will remain financially possible in the event of your death.
Investments for Children
To help your children become financially well established and
for fund for weddings or house purchase.
Reducing Income Tax
To consider legitimate ways of minimising your income tax liability.
Retirement Planning
To create an adequate, secure and inflation resistant retirement
income.
Investment for Growth and Income
To invest your capital and any surplus income in tax efficient
investments which may be expected to provide a good return at the
time(s) money is required.
Inheritance Tax
Provided it can be managed without financial strain, to ensure
that sufficient cash will be available in the right hands at the
right time to meet the inheritance tax liability which will arise
at death.
Mortgages
Residential and Commercial Mortgages at the most competitive
rates available with repayment and term to suit all circumstances.
Residential Care
To provide resources required to ensure that should Long Term
Care be required it has as little effect on the estate as possible.
Corporate Life Assurance
1. To ensure that your Company is protected
against the financial consequences of the death of any of your key
people.
2. To ensure that, in the event of the death of
a shareholder in your Company, funds would be available immediately
to enable the surviving shareholders to make a generous offer for
the shares owned by the deceased.
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