Norwich June 2017 Meeting
Portfolio Protection – Optimised Insurance & Hidden Gems – Right Plan
Matthew Carpenter will teach you about some of the industries best kept secrets. These could save you up to 49% on life insurance by simply taking advantage of HMRC-endorsed options that are rarely spoken about.
In our presentation “Optimised Insurance & Hidden Gems” we'll also be demonstrating how specific insurance policies and trusts will benefit you and your family, by minimising inheritance tax (IHT) and maximising your legacy.
With only 6% of all life policies being written into trust, the mere absence of this document has heavily contributed to the £4.75 billion paid in IHT during 2015/16.
We feel that this is to the detriment of many families and this needn't be your story, especially when we offer our advisory service free to pin members.
Covered In the presentation will be:
- The benefits of company owned policies over personal plans.
- The Importance of writing policies into trusts.
- How to maximise your insurance.