Protection

In this section, you will find all of our protection literature. Use the links on the left to browse through specific product literature or see below for our new and recently updated protection material.

New or recently updated Protection documents

  • Helping you understand inheritance tax planning

    This client guide explains Inheritance Tax (IHT) and offers guidance on IHT planning.

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  • Inheritance tax - using a regular premium life assurance policy

    A flowchart designed to assist financial advisers with selecting the right trust for their clients wanting to use a regular premium life assurance policy for IHT purposes.

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