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Inheritance tax insurance

Minimise the risks of paying inheritance tax out of the value of your estate

There are ways of planning your affairs so that the risks of paying inheritance tax out of the value of your estate is minimised.

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Why A-Plan?

More and more estates are falling within inheritance tax thresholds, resulting in beneficiaries receiving an unexpected tax bill. But there are ways of planning your affairs so that the risks of paying inheritance tax out of the value of your estate is minimised.

Because everyone has a unique set of circumstances planning your estate can be quite complex. It pays to get independent advice.

Our experienced team look at your individual circumstances to make sure we find the best solution for you so that the true value of your estate gets passed on to your beneficiaries.

Making insurance easy.

  • Policies tailored to your needs
  • Friendly, helpful and qualified advisors
  • Saving you time, money and hassle

 

Our arrangement with Assured Futures Limited gives our clients access to specialists in the life & health insurance market who will get you the right policy, at very competitive prices.

Assured Futures Limited and A-Plan Holdings are part of the same group of companies

Talk to us to save yourself time and money

Try us out and see how we can help save money and make finding the right insurance cover that little bit easier for you.
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We also do these...

Private medical insurance

Flexible private medical cover

Private medical insurance has changed considerably over the years. We have access to a range of insurance companies specialising in private medical insurance. Speak to our specialist team today.

Get a quote Find out more
Critical illness insurance

Critical illness financial protection for your family

If you are diagnosed with a life-limiting or debilitating illness our cover provides a lump sum. Peace of mind for your family.

Get a quote Find out more
Mortgage insurance

Protect your mortgage payments

Cover your mortgage payments if you’re temporarily out of work due to illness or injury. Our expert team can advise you on the right plan for you.

Get a quote Find out more
Funeral insurance

A final gift to your family

Our experts can help you save for funeral costs or a lump sum. Spare your family the expense of your funeral — the best final gift you can give.

Get a quote Find out more
Family income benefit insurance

Love your family that little bit more, by making sure they’re protected

We make protecting your family’s financial future simple. Our advisors are experienced at getting the right level of cover for you.

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Personal accident insurance

Personal accident insurance for you.

Personal accident insurance can protect your income, particularly if you’re self employed. We can help find the right cover for you.

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Accidental death insurance

Cover for accidental death

It is an unfortunate fact of life that accidents can happen to anybody at any time. Speak to our expert team to help find the right accidental death cover.

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Rent payment protection insurance

Protect your rent payments if you’re out of work

Cover your rental payments if you’re temporarily out of work. Our expert team can advise you on the right plan for you.

Get a quote Find out more
Life & health
Other life & health insurance

Elle went that step beyond what can be expected made sure all of our requirements were met quickly and efficiently. She located some really good deals for us at a price we could afford. Thanks to her exemplary work we were able to go and collect our horsebox yesterday and can look forward to the remainder of the show season this year.

Mr Morrell-Cross, Aylesbury, 16.07.2019

We have used A Plan for many years & have always found them very helpful, professional & good value. We would recommend them to anyone.

Mr Entwistle, 21.06.2019

I found the advisor I spoke with to be polite and interested in finding a motorcycle insurance policy that fitted my requirements.

Mr Jay, 21.06.2019

I have used A-Plan in Bicester for years....I value their help and experience, hugely, and much prefer using them over the uncertainties associated with online self-serve sites. Go A-Plan!

Mr Christie, 20.06.2019

A company that looks what is best suitable for you and not for themselves. I have had the pleasure of dealing with Phil originally, now Dan Thompson, both of whom have provided car and home insurance for myself and all of my children. Strongly recommend them.

Mr Alborzpour, 20.06.2019
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