Life Technical specialise in complex queries concerning taxation, trusts, assignments, bankruptcies and powers of attorney in relation to protection products (including business protection). We also act as technical consultants on projects and campaigns as well as writing/signing off relevant material. We are happy to speak to advisers, para planners, accountants and solicitors. However, we are unable to deal with policyholders directly.
To contact Life Technical, please send an e-mail to firstname.lastname@example.org
For pre-sales underwriting queries (including residency issues), please contact the Medical Underwriting Technical Advice Line.
For help with taxation and trusts on wealth products (including bonds), please send an e-mail to email@example.com