020 8668 6080

Protection

Protection Trusts

We can help with standard provider trust forms for suitable protection policies, so you can name your chosen beneficiaries. Legal or tax advice may be needed for your circumstances. We're not authorised to provide tax advice; you should speak to a tax professional.

A family spending time together at home
Protection advice that keeps what matters most to your family secure.

We're not authorised to provide tax advice; you should speak to a tax professional.

Where a protection policy is suitable for a trust, we can help you complete the insurer's standard provider trust form. A trust can direct the proceeds to your chosen beneficiaries and may help avoid delays. Any tax treatment depends on individual circumstances and may change. We do not provide legal advice or broader trust-planning services.

Leading UK InsurersLife and protection policies compared
Protection TrustsHelp with standard provider trust forms
Bespoke AdviceCover built around your family and home

We're not authorised to provide tax advice; you should speak to a tax professional.

How it works

Starting your protection journey with us

Protection advice is about understanding what would need to be paid for, and making sure the right policy is in place to do it.

  1. 01

    Needs assessment

    We look at your family, income, mortgage and any cover you already hold, to work out what would need protecting, for how much and for how long.

    A clear picture of the cover you need
  2. 02

    Research appropriate insurers

    We compare policies from leading UK protection insurers, looking at the definitions, exclusions and options that matter for you as well as the premium.

    Suitable insurers shortlisted
  3. 03

    Recommendation and application

    We explain our recommendation in plain English, including what is and is not covered, and complete the application with you.

    Recommendation explained, application submitted
  4. 04

    Underwriting and cover on risk

    We deal with the insurer's underwriters, including any medical questions or reports, until the policy is accepted and your cover starts.

    Your cover is in force
  5. 05

    Policy trust forms and review

    Where appropriate, we can help you complete standard provider trust forms for a protection policy. We're not authorised to provide tax advice; you should speak to a tax professional. We can also review your cover when your circumstances change, such as a new home, a new baby or a new job.

    Cover kept in step with your life

Ready to take the first step?

Your initial consultation is without obligation. Speak with an adviser in Croydon or over Zoom.

020 8668 6080

Review how your cover is set up

If you already have cover, or are arranging new protection, it is worth checking whether a trust should be considered.

Call us on 020 8668 6080