Dec 18, 2023 | Blog, Protection Planning
A young person today is far more likely to suffer a serious illness than they are to die so a critical illness policy should be a higher priority than life insurance. However, due to today’s lifestyles and the advances in detecting a critical illness the cost for...
Sep 6, 2023 | Blog, Financial Planning
When planning how to distribute your wealth and avoid Inheritance Tax there’s a term that might sound a bit puzzling at first: Potentially Exempt Transfer, or PET for short. Don’t let the name intimidate you – it’s not as complicated as you might think....
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