© 2019 Custodia Estate Planning is an appointed Representative of New Leaf Distribution Ltd is authorised and regulated by the Financial Conduct Authority : FCA number 460421 Registered Office : 1st Floor, Princess Caroline House, 1 High Street, Southend on Sea, Essex, SS1 1JE. Terms | Privacy
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INSURANCE

CHOOSING THE RIGHT INSURANCE COVER FOR YOUR NEEDS

 

Many people are unaware of the value of their belongings or are too busy to consider whether their current insurance policies are fit for purpose. The internet is often the first port of call when buying insurance so usually no advice is given and the onus is on the customer to understand the level of cover they need, as well as the policy terms and conditions. Custodia Estate Planning has a team of specialist insurance advisers who work with leading insurance providers to ensure we find the most competitive and comprehensive insurance for our clients, taking the stress out of finding the right cover.

 

This is particularly important as your circumstances change – when you get married, have children, move house, buy a new car or start a business. Your needs will also develop as you grow older.

PERSONAL PROTECTION ADVICE YOU CAN TRUST

As well ensuring that a policy covers you adequately, you’ll also need to think about your tax liability. It’s important to make sure that your protection plans are up to date and are tax efficient, taking into account issues such as Inheritance Tax. Even people who have had protection can still make costly mistakes. For instance, you need to check that your policy is written into trust to ensure that any money paid out goes to the person that you’re intending it to go to. This should avoid the time and expense of going through probate.

Fixed Term Life Insurance

 

Mortgage Life Insurance

 

Critical Illness Cover

 

Income Protection

 

Family Income Benefit

 

Whole of Life

Private Medical Insurance

 

Residential Property Insurance

 

Landlords Properpty Insurance

Business loan protection

 

Key man insurance

 

Relevant life cover

Group health insurance

 

Shareholder protection

 

Group income protection

  • Fixed Term Life Insurance

  • Mortgage Life Insurance

  • Critical Illness Cover

  • Income Protection

  • Family Income Benefit

  • Whole of Life

  • Private Medical Insurance

  • Residential Property Insurance

  • Landlords Property Insurance

  • Business loan protection

  • Key man insurance

  • Relevant life cover

  • Group health insurance

  • Shareholder protection

  • Group income protection

OUR ADVICE FOR YOUR INSURANCE NEEDS

With the range of insurance requirements and options available, getting the right advice and guidance is essential to ensure you are properly covered and protected. At Custodia Estate Planning we have a dedicated team to advise you on Personal, Business and Property insurances.

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TESTIMONIALS

"Viral Patel was our mortgage broker and worked closely with my husband and myself to secure the best possible deal. He was fast in getting us quotes and acting as a agent mediating communication among the solicitor, property agents and us. We appreciate all his efforts!"