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Tax Free Lump Sum

Most benefits paid by insurance policies will be paid without liability to personal tax. However there may have to be consideration given to items such as Inheritance Tax. It is important that this is taken into account in relation to any insurance plans you undertake.

If you would like to know more, please submit your details and one of our insurance brokers will call you to discuss your requirements. We are ‘whole of market’ and work with a range of insurers from well-known house names such as Aviva, Friends Life, Legal & General and Zurich, amongst others.

The Financial Conduct Authority does not regulate Will Writing, Inheritance Tax Planning and most forms of Buy To Let mortgage.

Ask us anything

If you’re interested in an insurance policy or just need insurance advice, simply fill in your details below. An insurance advisor will be in touch to discuss your requirements.