Children’s Critical Illness Cover – March Forum Recap Part 1
Listen to expert advisers discuss the importance of children’s critical illness cover, key provider options, and how to educate parents on financial protection.
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Author: Jessie Leworthy
The impact of the Budget on Protection & IHT – Forum recap part 2
Explore the impact of budget proposals on protection and inheritance tax (IHT), including pensions, estate planning, and tax-efficient insurance solutions. Insights from industry experts on trusts, referrals, and regulatory considerations.
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The Impact of the Budget on Protection & IHT – Forum recap part one
The Protection Forum – February 2025 session delved into the UK Budget’s impact on protection insurance and inheritance tax (IHT). Industry experts discussed key changes, including the rise in National Insurance contributions, potential IHT on death in service benefits, and solutions like relevant life policies.
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Addressing harm and vulnerability options from separating life policies – Forum recap part 2
Discussions highlighted the need for systemic changes to protect clients from financial abuse and ensure fair outcomes in sensitive circumstances.
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Addressing harm and vulnerability options from separating life policies – Forum recap part 1
Understanding how financial products can impact vulnerable individuals is critical, especially in situations of economic abuse. At a recent forum, experts and industry leaders came together to discuss the challenges and solutions surrounding life insurance policies, particularly joint policies, in the context of harm and vulnerability.
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