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

Suitability Letters

A Guide to Medical Evidence Requirements

Change of circumstances

Currently unavailable

Death Abroad Questionnaire

Anti-Money Laundering submission sheet

Direct Debit Mandate