Pays out a cash sum when your client dies.

Cover overview

Help your clients protect their wealth and provide for their family when they die with a Whole of Life Protection Plan.

When the Plan is put in a suitable trust, payouts fall outside of a client’s estate for inheritance tax purposes. This means your client can leave more of their estate to the people who mean most, by using this lump sum to contribute towards paying their Inheritance Tax bill or as a legacy for the future.

Premiums are guaranteed not to rise unless indexation has been selected or the client makes certain changes to their policy.