Stephen Roddy - Financial Advisor Belfast

Are you a company director?

Do you have a personal life insurance plan?

Did you know that personal life insurance doesn't qualify for any tax relief?

❌ No national insurance relief

❌ No income tax relief

❌ No corporation tax relief

The consequence of staying on a personal life insurance plan means it's costing you ALLOT more money compared to a Relevant Life plan.

Savvy directors are switching to Relevant Life Insurance.

It's the tax efficient way to secure life insurance.

I'm authroised to advise and arrange it.

Monthly premiums receive.

✅ Income tax relief.

✅ National insurance relief.

✅ And Corporation tax relief.

See what my customer said........ "Stephen was able to show me how much money I could save by switching from a personal life insurance plan to a 'like for like' Relevant Life Insurance plan, when he worked out the net cost after tax relief, it turned out that I could save about £9,000+ over the term of the policy compared to the personal life insurance plan that I had in place. He was able to write the Relevant Life Plan in Trust, the Trust part was beneficial for reasons that he explained. I'd have no hesitation in recommending his service. Thanks again. Gordon Jenkins



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