Help your family at key moments
I want to plan my family's future
We understand the complexities of investing for the future and also understand the importance of protecting your family and your assets against unexpected and unforeseen developments.
You may need help with:
Investing for children
Starting early can be an ideal way to give your children / grandchildren a headstart in life. Investing for children could help them with the future cost of education, buying a home, getting married or retiring. By passing on your wealth early, you may even reduce the amount of inheritance tax liable on your estate.
Paying for long term care
The average stay in a UK care home is 3 years*. Planning for this ahead of time can help you understand how much you’ll need for later life care – leaving you free to enjoy or pass on the rest of your wealth.
*Source: LaingBuisson, Care of older people: UK market report, May 2017, p. xxiii
Protection is more than just buying a life insurance policy – it’s about optimising your wealth for the next generation. With the right protection in place you may be able to pass your wealth on to those that you intend it to and in the way that you intend.