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| 1. | Family Protection* | - | Life Assurance, Critical Illness Cover |
| 2. | Income Protection* | - | Protecting income up to 75% of employment income or 75% of net relevant earnings for Self Employed |
| 3. | Mortgage Provision | - |
Repayment Mortgage** + Mortgage Protection** Endowment Mortgage Review ISA Mortgage + Mortgage Protection Policy** |
| 4. | Retirement Planning | - |
Stakeholder/Personal Pension Executive Pension for Directors Group Pension Plan Contracted out of SERPS scheme Free Standing Additional Voluntary Contribution (FSAVC) |
| 5. | Regular Savings | - | School Fees, Weddings, Cruises and Overseas Trips |
| 6. | Lump Sum Investments | - |
Individual Savings Account (ISA)* + Transfers |
| 7. | Annuities | - |
Purchased Life Annuities Compulsory Purchase Annuities - Pensions Open Market Options - Pensions |
| 8. | Inheritance Tax Planning | - | Full Analysis in order to mitigate against any potential liability and ensure capital preservation |
| 9. | General Insurance Service** | - | Personal and Commercial |
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"The
future belongs to those who plan for it"
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Your home may be repossessed if you do not keep up repayments on your mortgage. Not all areas of Inheritance Tax Planning are regulated by the Financial Services Authority. |
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