Retirement Protection In Bridgnorth
Are you looking for Retirement protection advice in Bridgnorth?
Our team of Chartered Financial planners based in Bridgnorth are protection advice specialists.
At Howard Wright, some of our clients find that their need for protection policies are no longer required in retirement but for some, this is not the case.
Some clients may find that they have not saved sufficiently for their retirement or their income is heavily biased in favor of one partner, leaving the surviving partner with insufficient assets to meet their income requirements in the event that their partner passes away.
Polices such term assurance or whole of life plans can provide a lump sum in the event of an individual’s death to ease the financial burden on the surviving partner.
As part of our retirement planning service, your adviser will consider the income that you will receive in the event of either your death or your partner’s death and provide recommendations for any shortfalls.
You may be advised to consider life assurance to provide a payment in the event of your death, to cover a known liability such as funeral costs or inheritance tax.
Private Medical Insurance
Private Medical Insurance is designed to fully / partially meet the costs of private medical treatment for you and your partner. This can reduce treatment waiting times and potentially give you access to more specialist treatments.
Trust documentation is essential as this ensures that the policy benefits are paid to the right individuals in an efficient manner and avoiding the need of probate and potential Inheritance tax.
At Howard Wright, we can help you with the implementation of Trusts.
What to do next?
To discuss your retirement protection options with one of our Chartered Advisers in Bridgnorth, you can call our office on 0345 688 4939 or fill in our enquiry form below, it only takes 20 seconds to complete.
Once you have done this one of our Chartered Financial Planners will then contact you as soon as possible, to discuss your protection options and arrange your free initial consultation. We look forward to hearing from you.
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