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IHT planning with protect

Using a life cover policy is a simple way of protecting the financial legacy you’ve helped your clients to create. It can offer an affordable solution to an inheritance tax problem, which can adapt as your client’s liability changes, or provide a guaranteed legacy.

Why Old Mutual Wealth?

  • Our trust planning centre is packed full of useful information and help, to guide you through the process of choosing and setting up a trust.
  • Our high net worth service provides dedicated support and prioritisation for large protection applications
  • Protect life cover includes guaranteed whole of life and our unique rolling term: a ten year renewable term with no maximum age and premiums guaranteed from outset.
  • Protect also automatically includes a unique, permanent inflation option and guaranteed increase options to increase cover when an IHT liability increases.
  • We have an excellent record of paying claims and a number of services to help speed up payments, such as payments direct to HMRC.


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