Whole of Life

Family is important; that’s why it’s best to get expert advice to help protect what matters, when it matters!

What is it?

As the name implies, this type of life assurance pays out when you die, whenever that may be. It is usually, but not always, a more expensive option than term assurance simply because the life assurance company knows that it will definitely pay out at some point. 

Many of these plans can be more flexible than term assurance and can acquire cash in values.


Who is it for?

This type of plan is designed for those who want to leave a lump sum in the event of their death, whenever it may occur. 

It can be used to pay off debts that will not be repaid during your lifetime or for those who want to leave a lump sum to pay a potential inheritance tax liability.

 

THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE INHERITANCE TAX PLANNING ADVICE & ALTHOUGH A WHOLE OF LIFE PLAN CAN AQUIRE A CASH VALUE ITS PRIMARY PURPOSE IS TO PROVIDE FINANCIAL PROTECTION.
 

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If you are unhappy with our service
If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us: 

John Liddell

Kingdom Investments Management Ltd

3 Glengower Close

Mumbles

Swansea

SA3 5SU

Tel No. 01792 363287 M 07500866987

John@mortgages365.co.uk