by Dan Eatch | Feb 15, 2019 | Life assurance, Savings, Wealth planning
Like all legal documents, your will must meet certain requirements. Firstly, a will must be signed and witnessed to be valid. You must have two witnesses who can’t be beneficiaries or be married to a beneficiary. If your circumstances change – perhaps selling a...
by Dan Eatch | Jan 4, 2019 | Life assurance, Mortgages, Pensions, Protection, Tax planning, Wealth planning
There are many misconceptions around the rights of the 3.3 million unmarried couple families in the UK. The government has recently announced that heterosexual couples will be able to enter into civil partnerships in England and Wales, but there will still be many...
by Dan Eatch | Apr 6, 2018 | Life assurance, Protection
A little-known type of life assurance plan could provide you – or your employees – with highly tax-efficient life cover. A ‘relevant life policy’ (RLP) is a special type of life assurance which an employer can provide without any benefit-in-kind tax charge on the...
