Saunderson House Ltd
Registered Office
1 Long Lane London EC1A 9HF

t: 020 7315 6500
f: 020 7315 6550
e: shl@saunderson-house.co.uk

Saunderson House Ltd is a registered company in England & Wales with company number 940473 and is authorised and regulated by the FSA
VAT Registration No. 514 0358 80

Protection

Personal and family

Saunderson House advises clients on potential financial losses as a result of death, disability or the need to meet medical or care fees expenditure. Potential liabilities are assessed in the context of existing assets, liabilities and covers already in place. Recommendations are made for further cover as appropriate. Through comprehensive analysis, we will develop a plan addressing the optimal way forward including any restructuring of existing arrangements taking into account cost, tax and any underwriting issues. The increasingly complex areas relating to trusts and pensions can also be of immense significance and will be given careful consideration by our experienced team.


Business

The most important assets of many businesses are the staff and there are often certain key people who are vital to the ongoing effectiveness and development of the organisation. We advise on appropriate figures and protection structures.

The death or disability of a partner or shareholder often has serious financial implications for the business and survivors alike. Shares may pass to a spouse whose need is to realise value. An appropriate share protection strategy will ensure that there is money in the right hands at the right time to complete such transactions in the most tax efficient manner.

As an independent adviser, Saunderson House has access to the most comprehensive and competitive life, critical illness, income protection, medical and care fee covers and will arrange them in the most cost effective manner available.