Independent Wealth Management

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Put Life Cover On Expenses

Are you a Company owner?  If so, Relevant Life cover can work out much cheaper than a typical life assurance policy for you or your employees.  In most cases the premiums are treated as an allowable business expense by HMRC which means that companies qualify for Corporation Tax relief.  Furthermore, there is no additional Income Tax or National Insurance to pay either.

Apart from these tax efficiency reasons, in our experience many of our clients prefer the cost of their life cover to be paid for by their Company, rather than from their salary or dividends.

There are now a number of insurers offering these plans and we enjoy saving our clients money.  So you can be sure that we will find you the very best value.

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Barry has been providing me with excellent financial advice since 2003. He has simplified and consolidated a number of pensions that I had started with various organisations through different employers over the years to one pension – making it much easier for me to have a clear view of my investments and know where I stand. I receive regular, easy to understand updates, with Barry providing the added value of explaining what it all means and offering advice on actions to take. Barry ensures that he keeps current with my financial and personal circumstances and is able to adapt and make excellent, informed recommendations quickly and clearly. I would highly recommend Barry and Professional Wealthcare for your financial management solutions. He is now responsible not only for the planning of my financial security, but also for that of my children.

Jill Wells

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