everybody needs a plan

everybody needs a plan

Your information in one place

Your information in one place

Your Advice Plan © contains all of your information in an easy to understand and easy to navigate way. It includes everything about you, your wishes, intentions, your personalised Plan and so much more.

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Tools and Resources

Tools and Resources

If you need further in-depth help and advice then we have it covered. Your Advice Plan © includes links to specialist guides, tools and includes a wealth of resources to help further your Estate Planning education.

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Detailed Guides and Advice

Detailed Guides and Advice

Your Advice Plan © is personal to you and includes detailed guides on all of the products that are relevant to you and your personal needs.

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Free Advice Line 0800 1223 104

Free Advice Line 0800 1223 104

Our help and advice does not stop at your Advice Plan ©. We have a team of experts on hand to support you wheever you need us. We can help set up anything you need, talk you through some of the more complicated aspects of estate planning and simply be on hand to help you make the most of your Advice Plan © and newly found estate planning knowledge.

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Personalised Action Plan

Personalised Action Plan

Most people are unaware of all of the steps required to ensure that they and their loved ones are protected. Your Advice Plan © includes a personalised step by step guide on what action needs to be take to ensure that you have the complete peace of mind that everything is in order.

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Personal Illustrations

Personal Illustrations

It is great having a clear understanding of what action you need to take to ensure your that everything is protected but how much would it actually cost to get everything sorted? If it was free, you would do everything however there is a cost attached to most courses of action. Your Advice Plan © includes personalised quotes so you can decide what is most important and affordable to you.

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Got it covered!

If its relevant to your needs it will be included in your Advice Plan ©.

Wills

Wills

Will Storage

Will Storage

Living Will

Living Will

Lasting Power of Attorney

Lasting Power of Attorney

Funeral Plans

Funeral Plans

Whole of Life Insurance

Whole of Life Insurance

Term Life Insurance

Term Life Insurance

Critical Illness Cover

Critical Illness Cover

Flexible Trust

Flexible Trust

Asset Protection Trust

Asset Protection Trust

Business Trust

Business Trust

Disabled Trust

Disabled Trust

Discretionary Trust

Discretionary Trust

Home Protection Trust

Home Protection Trust

IOU Trust

IOU Trust

NRB Lifetime Trust

NRB Lifetime Trust

NRB Probate Trust

NRB Probate Trust

Pilot Trust

Pilot Trust

Property Protection Trust

Property Protection Trust

Right to Reside Trust

Right to Reside Trust

How much is an Advice Plan ©

Your Advice Plan Includes

Your Advice Plan Includes

  • £200 towards any products purchased*
  • Personalised Estate Plan
  • In-depth guides and information
  • Personalised illustrations
  • Ongoing support from qualified professionals

£149

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Terms and conditions apply. For more information click here

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