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We can help you find the answers
We offer solutions for clients who need to mitigate an Inheritance Tax liability – including a guaranteed premium whole of life protection product.
Speak to our protection sales team on 0845 273 0010, Monday to Friday 9.00 am to 5.00 pm or email us.
We may record and monitor calls. Call charges will vary.
£2.7 billion in inheritance tax collected in 2010/2011
Help your clients mitigate their liability with our expert solutions.
Speak to our protection sales team on 0845 273 0010, Monday to Friday 9.00 am to 5.00 pm or email us.
We may record and monitor calls. Call charges will vary.
Helping you sell more is why we're here
Our team of face-to-face specialist protection sales development managers are dedicated to helping you sell more.
Speak to our protection sales team on 0845 273 0010, Monday to Friday 9.00 am to 5.00 pm or email us.
We may record and monitor calls. Call charges will vary.
Product options
Inheritance Tax.
Business development ideas
IHT - Wills Customer Flyer (Q24734) PDF: 181KB
Advice from the experts so your clients can start to protect their assets by making a Will.
Technical guides and tools
Whole of Life - Adviser Guide (W10245) PDF: 593KB
Make sure there are no unpleasant inheritance tax surprises for your clients’ loved ones.
Sales quality and income protection
Duncan Crocker talks about client retention, income generation and the sales market.
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