The CanProtect Whole of Life plan is an offshore whole of life assurance policy designed to pay a lump sum when you die to cover a potential inheritance tax liability.
You can use our plan if you are a UK resident or not, and if you are UK domiciled or not.
All the documents you need in one place. From forms and client guides to product brochures and key features.
When assessing your application, our underwriting team may apply a medical rating. Whilst this isn’t a clinical diagnosis, it allows our team to consider the risks related to certain conditions.
You should discuss your medical rating with your GP. If you’re concerned about it, please contact us and we’ll let your GP know why we’ve applied a particular rating.
We may decline an application for the following medical and non-medical reasons:
Your medical history
Your age and medical history
Recent travel history
Once we receive your completed application, our medical evidence collection agent will contact you to set up an appointment. They’ll collect your medical evidence on our behalf. Depending on where you live, you may need to attend more than one appointment but our agent will confirm this with you beforehand.