Whole of Life

Get In Touch

Find out what we can do to help you with your finances. Get in touch with us today!


Contact us
 

Family is important; that’s why it’s best to get expert advice to help protect what matters, when it matters!

What is it?

As the name implies, this type of life assurance pays out when you die, whenever that may be. It is usually, but not always, a more expensive option than term assurance simply because the life assurance company knows that it will definitely pay out at some point. 

Many of these plans offer some form of investment content - however we will only recommend plans that have a guaranteed premium and that do not accrue any cash value except in respect of a successful claim.


Who is it for?

This type of plan is designed for those who want to leave a lump sum in the event of their death, whenever it may occur. 

It can be used to pay off debts that will not be repaid during your lifetime or for those who want to leave a lump sum to pay a potential inheritance tax liability.

THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE INHERITANCE TAX PLANNING ADVICE & ALTHOUGH A WHOLE OF LIFE PLAN CAN AQUIRE A CASH VALUE ITS PRIMARY PURPOSE IS TO PROVIDE FINANCIAL PROTECTION AND SHOULD NOT BE SEEN AS AN INVESTMENT VEHICLE.


For further information please call:

T S Gill

Mortgage Adviser

Sunrise Capital Consultants

0208 518 1124

 

 

Leave your details with us, and we'll call you back

Details submitted through this form are confidential. We will process any personal information collected in this form in accordance with our Privacy Notice
The information therein is used only to contact you to discuss the areas you've expressed an interest in.

Please note the contents of this form is sent via email and therefore may not be secure.

Before you supply any personal details to us via the contact us page on this website please read our customer privacy notice document. This notice sets out how we will process your personal data in line with the General Data Protection Regulations. Once you have read the customer privacy notice, please tick to confirm that you have read it and that you agree to Sunrise Capital Consultants processing your personal information for the purpose of contacting you. We will not use the details you provide us in the contact page to market to you.