CONTACT US    CAREER   OUR OFFICES

Personal Financial Planning Services

These may include:

 

  • Estate planning – As this will typically require the involvement of a client’s tax and/or legal adviser, we will normally restrict our services to broking a specific life assurance based solution in the market such as a term or whole of life insurance policy to provide a death benefit sufficient to meet [inheritance tax] [death duties].  We always strongly recommend that clients’ should seek advice on any proposed insurance based solution from their tax and/or legal advisers.
  •  
  • Long term care (‘LTC’) – There are a number of available solutions to assist clients’ plan for meeting the costs of LTC and this can be a specialist area of advice that may require legal involvement as it may involve utilising the equity within a property to release funds.
  •  
  • School fees planning – We can assist with designing an investment programme to help fund school/university fees.
  •  
  • Mortgage advice – We can assist with obtaining appropriate mortgage terms from the market and facilitating placement with the lender.

 

 

 

LEARN MORE ABOUT PERSONAL FINANCIAL PLANNING SERVICES

 

One insurance solution for your global business

SOLUTIONS

 SUBSCRIBE TO OUR NEWS

Submitting Form...

The server encountered an error.

Form received.

IN2MATRIX OFFICES WORLDWIDE

In2Matrix © 2016. All rights reserved.