Independent Wealth Management

Call us on 01276 517700 or email

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



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Barry was kind and understanding at a very difficult time, his professional attitude in handling my financial affairs and that of my late husband, given with clarity and ease of understanding, always in a friendly manner.  I have found his advice sound and his continued care and concern to be knowledgeable and applicable.

Mrs Ann Greenwood

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