You may wonder how does legal protection differ from protection?
The latter ensures that you can receive funds when you, or a loved one, suffers an event be it death, accident, or illness. The former is the legal framework that you should be put in place, in parallel with the personal protection products, to ensure that these are delivered to the recipient of the policy in the most tax efficient and precise manner.
Legal protection can also be about putting in place the guardians for your children, while they are minors, and the guardians for you when age, or an accident, impairs your mental capacity and you require a third party to help run your health & welfare or your financial affairs.
Our membership of the Lifetime Connect Group offers us access to a range of resources of which we feel the most important to promote is Lifetime Solicitors as they can help our clients with the drafting of Estate Planning documents, such as Wills, LPAs, and Trusts.
They also offer a Conveyancing and Probate service for those clients seeking these additional services.