Relevant Life Policies

Similar to a Death in service arrangement Relevant Life Policies are a cost effective way of putting life assurance in place under a suitable trust arrangement for anyone paid on a PAYE schedule E basis with the premiums paid for by the Employer.

The advantage of a Relevant Life Policy over a Death in Service arrangement is that it does not eat into your lifetime pension allowance (£1.5M).

It is a very cost effective arrangement, plus it may be possible for the Employer to claim tax relief on the premiums.

The Employer acts as Trustee and the Employee nominates a beneficiary.

For more information or a quote call me on 01296 641 868 or e mail

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Please note when reading any information on this website: past performance is no guide to future performance. The value of an investment may go down as well as up and an investor may not get back the full amount invested. Before investing, please ensure that you have read the information set out in the simplified prospectus, which includes full details of the charges. Any material available is directed only at persons in the UK and is not an offer or invitation to buy or sell securities. Opinions expressed on this website represent the views of Stephen Baker Financial Consultants Ltd at the time of publication, are subject to change, and should not be interpreted as investment advice.

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