Relevant Life Plans


Relevant Life

Are you running a small business as a Limited Company?


Relevant Life Plans aim to provide a tax efficient benefit for employees and Directors of small firms.


The premiums are paid by the Company but are not counted as a P11D benefit so employees and Directors of small companies can be provided with valuable life cover without a tax disadvantage.


To find out more, please call us on 01635 551926.


Here are some reasons for using these investments:-


  • If you can’t make pension contributions anymore, but still pay a lot of tax
  • If you are retired and still pay a lot of tax
  • If you are a business owner about to pay more tax on your dividends
  • You have a capital gains tax bill that you would rather not pay
  • If you would like to save inheritance tax without giving away assets


As with all investments, there are advantages and disadvantages, but with our expert help and guidance, these investments could be a very good addition to your portfolio.


So if you are looking for a team that are friendly and professional get in touch today on 01635 551926 to find out more or to book your free consultation.