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Whether you are employed, self-employed, a company director, single, married or have a family, you will have things that you will want to protect, should you be unable to work or worse, you pass away. Protect your family’s financial future and guard against business risk through personal and business protection insurance ranging from income protection to shareholder protection insurance. 

Book a free consultation with an expert Protection Insurance Adviser today

For more information visit TaxAssist Financial Services to read about the team and the personal protection and business protection solutions available.

Income Protection and Business Protection Solutions

Financial Planning by TaxAssist provides a range of solutions, including:

  • Life Insurance: providing a tax-free lump sum in the event of death or terminal illness.
  • Critical Illness:  provides a lump sum of money to live on while you receive treatment for a serious illness.
  • Income protection: provides a regular monthly income in the event of being sick or injured and unable to work.
  • Family Income benefit: provides a regular income to your family in the event of your death.
  • Life insurance for company directors: tax-efficient life insurance with the premiums payable by your limited company.
  • Key person insurance: protect your business from the loss of a key person to your business
  • Shareholder Protection: provides the remaining shareholders with enough funds to purchase the deceased owners share of the business from their estate.  
  • Executive Income Protection: pays a monthly benefit to the business which can be used to fund the employee’s sick pay.
  • Group Life Insurance: (death in service) provides an employee with a tax-free lump sum for their family in the event of their death.

Why Choose Financial Planning by TaxAssist?


Very helpful!

I use TaxAssist Accountants and had emailed TaxAssist Financial Services asking for some help with my finances and also to help me find payment protection insurance. One of their advisors Simon Restieaux got in touch with me and was extremely helpful explaining it all to me, answering all of my (sometimes obscure and hypothetical) questions for literally about 2 hours on the phone until I was completely happy with everything. I'll definitely be contacting them again for help in future. Thank you Simon!

Name: Holly Smith

Location: Glasgow

Date: 15 April 2023


  • Independent Protection Advisers: Their highly qualified advisers work to understand your circumstances and your business to provide personalised and tailored protection insurance recommendations.  
  • Free Initial Consultation: a free initial meeting to discuss your circumstances and needs
  • Access to protection insurance from across the whole market: Financial Planning by TaxAssist has access to protection products across the whole market meaning we can provide the solution best suited to you and your needs.
  • Tax Efficient: Speak with the team to see if they can assist you with tax-efficient life insurance.


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Arrange a free consultation in person or via video with your local accountant. It’s an informal chat to get to know you and find out more about the help you are looking for.

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We clearly explain the support available to you and are happy to act as business advisors in order to help you grow your business.

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Get a fixed quote

Our fees are fixed and tailored specifically to each individual's needs, so that you only pay for the level of support and services that you require.

Choose the right accounting firm for you

Running your own business can be challenging so why not let TaxAssist Accountants manage your tax, accounting, bookkeeping and payroll needs? If you are not receiving the service you deserve from your accountant, then perhaps it’s time to make the switch?

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Local business focus

We specialise in supporting independent businesses and work with 80,423 clients. Each TaxAssist Accountant runs their own business, and are passionate about supporting you.

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Come and meet us

We enjoy talking to business owners and self-employed professionals who are looking to get the most out of their accountant. You can visit us at any of our 409 locations, meet with us online through video call software, or talk to us by telephone.

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Switching is simple

Changing accountants is easier than you might think. There are no tax implications and you can switch at any time in the year and our team will guide you through the process for a smooth transition.

See how TaxAssist Accountants can help you with a free, no obligation consultation

0800 0523 555

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