0161 928 7590 info@otusfp.com

Although I’ve covered this before, I’ve recently come across company director clients who’ve been unaware of the savings available, which can be significant. Relevant life policies are a tax-efficient way of setting up life cover for both company directors and employees. They can be used to offer death-in-service benefits to employees without the need for a registered group scheme which often doesn’t allow fewer than 5 members. Relevant life policies can also benefit high-earning employees or directors who don’t want their benefits to form part of their lifetime allowance.

I’ve included a link here to a short video which explains relevant life in more detail and shows the tax savings available.

Learn how to live the best life possible with the money you have.

Take our free 5-minute Return On Life online assessment and see what your ROL is.

Read our free guide to getting every aspect of your financial life under control.

Want to realise your wider life goals and ambitions, without the fear of ever running out of money?

  • This field is for validation purposes and should be left unchanged.

Visit our Information Hub

Information is the key to wise decisions. The Otus Information Hub is packed with articles, videos and case studies to guide you in making smart choices about your financial future.

Get in touch with Otus

If you like what you’ve seen so far, please get in touch to ask any further questions you may have.

5 + 10 =