Insurance
Protecting what matters most is an important part of financial planning. TaxAssist Accountants can introduce you to external independent financial planning specialists who can help you consider appropriate personal and business protection options, based on your individual circumstances. Any introduction is made on a no‑obligation basis.
Protecting You, Your Family and Your Business
Whether you are employed, self‑employed, a company director, single or have a family, there are risks you may wish to protect against if you are unable to work, suffer serious illness or pass away.
External independent financial planning specialists can help you explore insurance solutions designed to protect your family’s financial security and reduce financial risk to your business.
Request a Free No‑Obligation Consultation
To request an introduction to an independent protection insurance specialist:
- Speak with your local TaxAssist Accountant, or
- Call 0800 0523 555
Your accountant can discuss whether a referral may be appropriate for you and arrange a free initial consultation if helpful.
Income Protection and Business Protection Support
Independent protection insurance specialists can provide guidance on a wide range of personal and business protection options, which may include:
- Life Insurance
Cover designed to provide a lump sum in the event of death or terminal illness.
- Critical Illness Cover
A policy that may provide a lump sum following diagnosis of a specified serious illness.
- Income Protection
Cover designed to provide a regular income if you are unable to work due to illness or injury.
- Family Income Benefit
A policy intended to provide a regular income for your family in the event of your death.
- Life Insurance for Company Directors
Protection structured to support company owners, with tax considerations discussed alongside your accountant.
- Key Person Insurance
Designed to help protect a business financially following the loss of a key individual.
- Shareholder or Partnership Protection
Cover intended to help remaining owners purchase shares from an estate in the event of death.
- Executive Income Protection
A policy that can provide income to a business to support employee sick pay arrangements.
- Group Life Insurance (Death in Service)
Cover provided by an employer to protect employees’ families in the event of death.
All solutions are provided and recommended by independent, appropriately authorised advisers.
Why Access Protection Insurance Support Through TaxAssist?
- Access to Independent Specialists
Introductions are made to experienced protection insurance advisers who are authorised and regulated by the Financial Conduct Authority.
- Free Initial Consultation
An initial meeting is offered at no cost to discuss your circumstances and protection needs.
- Joined‑Up Financial and Tax Consideration
Protection planning can be considered alongside your wider tax position, with collaboration between your adviser and TaxAssist Accountant where appropriate.
Get in Touch
To discuss protection insurance support or request a referral:
- Speak to your local TaxAssist Accountant, or
- Call 0800 0523 555
Contact Us
Contact us to book your free video or face-to-face consultation to receive a proposal and fixed fee quote.
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