TALK TO AN ADVISER TODAY BY CALLING 0161 327 0025
YOUR OWN ADVISER
You’ll have your own, dedicated AFS adviser, so you won’t have to start from scratch when you call.
POLICY TRUST SERVICE
We’ll put your policy that we set up into a Trust FREE OF CHARGE. Trusts are a tax and time-efficient way to set up your policy.
ANNUAL COVER REVIEW
The cover you need changes as your life does. We’ll stay in touch and make sure your cover keeps up with your life.
OUR INSURERS
We choose only the best policies from the best insurers, promising you the best value and best service.
TAX-EFFICIENT TRUSTS
Did you know we offer all clients free arrangement of Trusts for policies that we set up? Trusts specify who gets the money from a policy, speed up payments, and avoid Inheritance Tax* that would otherwise be due.
*Tax rules are subject to change.
- Trusts let you say who the money goes to – and how much they get.
- Trusts get money paid without the normal legal delays.
- Trusts make sure no Inheritance Tax is paid on the money.