Whole of Life

Whole of Life is a life assurance protection policy.

The purpose is to provide a  lump sum on death. The policy does not have a fixed end date. It is designed solely to provide protection benefits and there is no cash sum payable if you decide to  cancel the policy.

This policy can currently be used under Section 72 of the Capital Acquisitions Tax Consolidation Act 2003 (Section 72) for inheritance tax planning but for this policy to maintain its Section 72 status it must comply with all relevant laws and Revenue rules for as long as it is in force.

You may also need to obtain tax and legal advice before taking this policy. Before making any changes to your policy you should check if the Section 72 status will be affected by the proposed change.

Cap Finance & Investments has agency agreements with the majority of the regulated Product Producers operating in the country. We will research on your behalf for the most suitable product based on your specific set of circumstances

Call us now on 01 234 3720 to discuss in more detail.

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