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- Inheritance tax insurance
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.
Get a quoteWhy 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.We also do these...
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.
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.
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.
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.
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.
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.
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.
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.
- Private medical insurance
- Critical illness insurance
- Mortgage insurance
- Funeral insurance
- Family income benefit insurance
- Inheritance tax insurance
- Personal accident insurance
- Accidental death insurance
- Rent payment protection insurance
- Commercial life & health insurance
- Group life insurance
- Group private medical cover
- Group income protection insurance
- Group health insurance
Mr Arnold, 16.06.2021First class service, fully aware of clients needs, good communicators and no pressure selling, thank you A-Plan, keep up the good work.
Mr Whittle, 15.06.2021Excellent service from the get go . And already recommended a-plan to a friend
Mr Davies, 15.06.2021Quite simply, one of the most professional and efficient companies I have ever dealt with. I have been a client of theirs for in excess of 12 years, and every interaction has been the best it could be. I consider them 'bench standard'.
Mr Williams, 15.06.2021Friendly helpful staff. Easy transactions. Competitive prices.
Mrs Salter, 14.06.2021A great service from some really nice people. I always feel reassured when I know I can ring and speak to a real person.
Mr Holt, 11.06.2021I continue to give APLAN my support as a local business by again renewing this years Home Insurance. For a rare occasion, this time it involved a claim. This was handled swiftly, professionally and in the usual APLAN way, with friendliness and some sage advice. Thank you APLAN