Accumulate Wealth

Protection

Accumulate Wealth Management offers the following types of protection:

  • Life Assurance
  • Critical Illness cover
  • Mortgage Protection
  • Income Protection
  • Key Person Cover
  • Share Protection
  • Inheritance Tax protection

The sheer choice of protection products available on the UK market can be daunting and not only does one have to consider the range of protection products offered by one company, but also their competitiveness to the numerous other providers of the same product.

When we undertake a protection review a trust should always be considered.  For example if you have a life assurance policy do you know if it is held under trust or, if not, why wasn’t it set up under a trust?

Even if you feel your existing protection is sufficient for your needs you could still benefit from a review of the cover to see if savings can be made and/or trusts should be considered.  Although legal advice should always be taken where a trust is deemed appropriate please be aware that most providers of protection policies offer their trusts without additional charge.