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Whole of Life Protection Plan.
IHT questions?
We can help you find the answers.
At a Glance
What is it?
The Whole of Life Protection Plan:
- Could help provide financial security for the life assured’s dependents.
- The plan could help mitigate any potential Inheritance tax liability.
- Options which can be chosen at outset for an additional cost are waiver of premium benefit and indexation.
- Cover can be increased during the policy term without any further underwriting. Terms and conditions apply.
- Premiums guaranteed throughout policy term.
Limitations and exclusions apply.
Consider if:
You have clients who:
- Want to mitigate any potential IHT liability.
- Want to ensure that when they die, their dependents have some financial protection.
Why choose us?
High sum assured clients can have flexible appointments and complete confidentiality with medical examinations from the Harley Street Doctors Group.
So if your client dies, their dependants will still be able to buy the house and fulfil their legal obligations.
Our Family Protection could help take care of bills – and other everyday expenses – if your client dies, has an accident or becomes critically ill.
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Need more information?
0845 273 0010
Monday to Friday 9.00am to 5.00pm.
We may record and monitor calls. Call charges will vary.
Please send completed Trust Forms to: Trust Team, City Park,
The Droveway, Hove, East Sussex, BN3 7PY
Key documents
PDF: 1.11MB
PDF: 279KB
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Inheritance Tax
Find out about our IHT proposition.
Estate Planning queries?
We can help you find the answers.
Waiver of premium benefit
Protects premium payments if your client is incapacitated through an illness or accident.
Indexation
This option allows the plan to keep pace with inflation.
Guaranteed Insurability Option
Explains how level of cover can be increased in certain instances.
Protection
