TWO GAME-CHANGING DEALS FOR COOPER PARRY
Stephen Jones
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If you’re a high-net-worth individual aiming to secure your wealth, support the people you care about and leave a lasting legacy, life assurance is an important part of your financial planning.
Life assurance pays out a tax-free sum to whoever you choose when you pass away. Often, that will be your family members, but it could include people like your business partners too.
Designed to support those who depend on you financially, life assurance policies can help you fulfil personal goals, like funding your children’s education or helping them get on the property ladder, even when you’re gone.
Above all, life assurance gives you peace of mind that you and the people you care about are protected from the financial consequences of unexpected events.
Have you got the right life assurance to protect your family? Is it structured effectively and tax efficiently? And is the price you’re paying competitive?
There are lots of options and flexibility when it comes to life assurance policies. We can assess yours as part of your wider financial plan, making sure it’s tailored to your unique needs, values, goals and estate planning strategies.
We can also advise on life assurance in businesses, protecting you from financial problems in the event a key employee passes away or becomes seriously ill and unable to work.