Life Insurance
There are a number of considerations surrounding life insurance. Adopting the correct policy mix and taxation structuring should result in substantial savings.
Business Succession
From a financial planning perspective, business succession planning endeavours to achieve the best financial outcome for your business or share of it in the event of your death or disablement.
Estate Planning
Estate planning is the process of arranging, during a person’s life, for the transfer of their financial wealth. Estate planning should be used to mitigate uncertainties and maximise the value of an estate. It should also plan for incapacity.
What are you actually covered for? Book your Insurance Review here:
"Chris and his team have helped tremendously in organising my income protection insurance and ensuring my cover is held in the most tax effective manner. The process was very straight forward and all insurance options were explained clearly so I was able to make an informed decision on what cover I wanted. "
Adam Brady