Andrea’s multiple insurance deal headache
Andrea had always sourced cheap insurance deals online for mortgage cover*, life insurance and family protection. After managing her protection in this way, Andrea wasn’t sure what her options were, or what she was protected against. Andrea came to Wren Sterling to better understand her policies, how they worked together, and find out if she was getting the best deal. Our independent financial advisers are able to source products from a fair analysis of the market, and can find products which aren’t listed on comparison websites.
We reviewed Andrea’s protection arrangements and placed them in trust. Now, after her death, the benefits from any policies will go to her trustees, without waiting for her estate to be valued. This means that this money will be available to pay for any funeral arrangements or unexpected costs, without increasing her inheritance tax bill.**