Tag Archives: Whole of Life Assurance Plan

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Know The Advantages of a Whole of Life Assurance Plan When Inheritance Tax Planning

When thinking about inheritance tax preparation, one of the simplest things you do is create a Whole of Life Assurance Policy to provide the finances needed to pay this once your client passes away. A single person’s life plan insures the applicant for the lifetime and if it is placed on trust then the proceeds […]

    MOUNTVIEW FINANCIAL SOLUTIONS

    Mountview Financial Solutions is a trading style of Rosemount Financial Solutions Ltd who are an appointed Representative of Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd, which are authorised and regulated by the Financial Conduct Authority. Registered as a company in England and Wales No. 5676603. Registered Office: Rosemount House, 2-4 Chequers Road, Basingstoke, United Kingdom, RG21 7PU.

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