Independent Wealth Management

Call us on 01276 517700 or email advice@professional-wealthcare.co.uk

Company Funded Life Cover

How would you like to have your Company pay for your life cover?

If you are a Company owner, you could set up a life assurance policy that is funded by your Company.  The monthly premiums will usually be treated as a company expense and claims will be tax free.

This could save you a lot of money when compared to your personal plans paid for out of your salary, after the deduction of income tax and national insurance.

This type of plan does require careful planning and must be held in trust.  If you want to know more, please contact us.

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Pensions

Planning for retirement, your options, review your plans...

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Investments

Investing your capital for tax efficient growth or income...

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Protection

Protect your family, life assurance, critical illness, income protection...

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When my wife and I were looking for advice on retirement financial planning a few years ago, Barry was recommended to us by another IFA, who no longer provided that type of advice. Over the last few years, Barry has provided us with very good financial planning advice, tailored to our particular needs and attitudes to financial risk. He contacts us regularly to update us with the latest information and to see if our needs have changed but leaves the final decisions to us, i.e. he does not try to push a particular financial product or company. We have been very pleased with his advice to date and look forward to continuing our association with him.

Mr K.T.

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