Important information

Please be aware that our telephone lines will close at 4PM on Tuesday 23rd of April, reopening at 9AM on Wednesday 24th of April.  We apologise for any inconvenience this may cause.

Flexible Life Plan

Whole of Life protection for your complete peace of mind

Our whole of life protection is designed to protect your family by covering an inheritance tax liability or supporting your business protection needs.

Life Group Estate Planning

All the documents you need in one place. From forms and client guides to product brochures and key features documents.

Key documents

Flexible Life Plan application forms

Bare Gift Trust Tax Notes

Discretionary Gift Trust Tax Notes

Business Trust Tax Notes

A Guide to Medical Evidence Requirements

Change of circumstances

Death Abroad Questionnaire

Anti-Money Laundering submission sheet