If you have Protection Policies such as life assurance, critical illness etc we urge you to keep these in place. The insurance market will be putting different clauses in new policies once the dust has settled and therefore your current policy is already likely to be better than ones you may take in the future.

It may also be time to review any old wills / policies just to see what they do actually cover and will pay out when you need it to.

You should review and plans put in place for any of the following events:

  • Marriage / Divorce
  • Change of employment or income
  • Change in health
  • The birth of a child
  • Moving home
  • Financial gains such as inheritance

Our protection expert can help put policies into trust, to ensure they fall out of your estate on death and go to the correct beneficiaries.

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