| 1. |
Partnership/Shareholder Protection* |
- |
Scheme to protect the interests of remaining shareholders
or partners in case one of them dies or suffers a Critical
Illness |
| |
|
|
|
| 2. |
Keyperson Protection* |
- |
Life Assurance to protect the business if the key person dies
or suffers a Critical Illness |
| |
|
|
|
| 3. |
Income Protection* |
- |
Individual and Group Schemes for Directors, Partners and Employees |
| |
|
|
|
| 4. |
Retirement Planning |
- |
Director's Pension Schemes - Executive Pensions, Small Self-Administrated
Pension Schemes (SSAS), Self Investment Personal Pensions,
Group Schemes |
| |
|
|
|
| 5. |
On Retirement |
- |
Phased Retirement and Pension Fund Withdrawal Schemes, Annuities
- Open Market Options |
| |
|
|
|
| 6. |
Commercial
Loans** |
|
Arranged
for business use and SSAS purchase |
| |
|
|
|
| 7. |
Private
Medical Insurance** |
|
BUPA,
WPA, PPP, BCWA or any other top provider of Individual and/or
Group Schemes |
| |
|
|
|
| 8. |
Lump Sum Investment |
- |
Building Society**, ISA*, Unit Trusts, Bonds, Offshore Investment*
and Portfolio Services
|
| |
|
|
|
| 9. |
Regular Savings Plan |
- |
School Fees, Weddings, Cruises and Overseas Trips |
| |
|
|
|
| 10. |
Inheritance Tax Planning |
- |
Full Analysis in order to mitigate against any potential liability
and ensure capital preservation |
| |
|
|
|
| 11. |
Full Financial Review |
- |
Analysis of all existing Protection*, Pension and Investment
Arrangements |
