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Protection Planning
Planning for the future is essential, yet it’s something many overlook until it’s too late. Protection is about safeguarding the things you value most, from your financial security to the wellbeing of your loved ones.
At K2 Private Wealth, we take an independent, whole-of-market approach to ensure you receive the best possible solutions. We’re not tied to any specific provider, allowing us to search the entire market and tailor protection plans that meet your unique needs. Our bespoke solutions include:
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Life Cover – Providing a tax-free lump sum to your loved ones in the event of your passing.
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Critical Illness Cover – A financial safety net if you're diagnosed with a serious illness, such as cancer or heart disease.
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Income Protection – Ensures a portion of your income if you're unable to work due to illness or accident.
By leveraging our access to the full range of providers, we ensure you get the best options available, carefully aligned with your individual circumstances. Whether you want to secure your estate for future generations, or simply ensure financial stability in the face of life’s uncertainties, we can help.
Inheritance Tax Planning
Without proper planning, inheritance tax (IHT) can have a significant impact on your estate, leaving HMRC as one of the main beneficiaries. At K2 Private Wealth, we specialise in helping clients mitigate this burden through:
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Tax-efficient wills and estate planning.
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Strategic use of lifetime gifts to reduce taxable estate value.
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Creating tax-efficient funds to cover potential IHT liabilities, ensuring your beneficiaries inherit as much as possible.
Our independent approach allows us to explore all available options to maximise tax efficiency and protect your assets.
The value of proper protection planning is peace of mind. Contact us today to discuss your unique circumstances and let us develop a strategy to protect your financial future.
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