Financial Protection
The security and opportunity your wealth brings can be protected for generations, but there are many things to consider when looking to protect you, your family and your wealth.
Inheritance Tax, premature death, illness and loss of income to name but a few financial protection measures all need to be considered in an effective wealth protection planning strategy.
Preserving your wealth for future generations
The subject of financial protection can be an emotional and complex matter. By making use of lifetime planning opportunities and tailor-making Wills and trusts to your particular circumstances, you can ensure that your valuable assets are retained for future generations in the most financially prudent and effective way.
The preservation and constructive transfer of wealth are primary components of a successful wealth protection strategy. While assets can grow over a lifetime, so can the need to consider a variety of products and services to protect wealth for the future. A forward-looking, integrated wealth protection strategy will help ensure a lasting legacy for you and your loved ones.
What options do I have for financial protection?
Life Assurance
The right level of life assurance will protect your partner and dependents should the loss of your income threaten your financial wellbeing in the future. We can help.
Critical Illness
If you want to be able to cover the living costs of your loved ones due to loss of earnings through a critical illness, you’ll need to plan now, to provide peace of mind should the worst happen in future.
Income Protection
Illness or injury can strike at any time, putting you out of work for a short spell or a long-term period. So you’ll be pleased to know you we can arrange insurance that will help you to meet your financial commitments.
Relevant Life Insurance
For many people in business, knowing that your loved ones will be looked after should you suffer death in service or be diagnosed with a terminal illness. Thankfully, AMFA can provide the right solution.
EXPERT ADVICE ON FINANCIAL PROTECTION
With numerous options available when structuring and preserving your assets, with our advice you can be confident of making the right decisions based on your financial and family situation to best meet your personal objectives.
To review your situation and discuss your options, please contact us on 02380 420 606 or contact us and we can arrange a no-obligation consultation.
Whenever you’re ready, we’d love to help.