Retirement Protection In Bridgnorth

 

 

Retirement Protection In Bridgnorth

Some Clients find that their need for protection policies are no longer needed in retirement but for some this is not the case. Clients may find that they have not saved sufficiently for retirement or income is heavily biased in favour of one partner, leaving the surviving partner with insufficient assets to meet their 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 your retirement planning your adviser will consider the income that you will receive in the event of either death and provide recommendations for any shortfalls.

Our clients in Bridgnorth may be advised to consider life assurance to provide a payment in the event of their death to either 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

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 LTD we can help you with the implementation of Trusts in Bridgnorth.

What to do next?

To discuss your 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.

“A few years ago my financial advisor of over twenty years retired and recommended Howard Wright. I’m so glad I took his recommendation as the service I have received has been both efficient and caring keeping me in regular touch with market changes”

“A very close friend, who shows great judgement recommended this company and I am very pleased with the service and assistance I receive. I recommend them to everyone”

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33/34 High St
Bridgnorth
WV16 4DB

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0345 688 4939