Rated Excellent.. Don't just take our word for it!

Whole of Life Assurance Quotes & Advice

Do You Need Whole of Life Insurance?

Whole of life insurance isn't for everyone — but if you're thinking about legacy, estate preservation, or reducing the burden on your loved ones, it may be one of the most valuable financial planning tools available.

You might benefit from Whole of Life cover if:

You have a high-value estate and want to mitigate inheritance tax (IHT).

You expect your pension pot or property portfolio to be part of your taxable estate.

You want to leave a guaranteed, tax-free lump sum to your loved ones.

You wish to avoid delays from probate and provide instant liquidity for your family.

You’re interested in placing policies in trust to keep them outside your estate.

You’ve already used your full nil-rate bands and still face IHT exposure.

You’re planning a long-term legacy or succession strategy.

You want peace of mind that your loved ones won’t need to sell assets to pay the tax bill

GET YOUR FREE WHOLE OF LIFE ASSURANCE QUOTE

Get Expert Advice on Whole of Life Assurance: Get Your Free Quote

Have you been thinking about taking out Whole of Life Assurance? Protect your loved ones with lifelong cover and a guaranteed payout. Contact Beals Wealth Management today for personalised whole of life assurance solutions, expert advice, and a no-obligation consultation.

FREE WHOLE OF LIFE QUOTE INHERITANCE TAX PLANNING

Free Whole of Life Assurance Quotes

Fill in your details below and one of our experienced advisers will be in touch to discuss your Whole of Life Assurance quote, your options, and answer any questions you may have.

Our consultations are free and without obligation. If you decide to proceed with our advisers recommendations, a fee may apply but we’ll always be transparent and discuss any costs with you.

Whole of Life Assurance Free Quote

First Name

Last Name

Contact Number

Email Address

Preferred Method of Contact

Phone

Postcode

Date of Birth

Gender

Do you smoke?

Type your cover amount

Message

How did you hear about us?

By clicking this box, you consent for Beals Mortgage and Financial Services to process the special category data provided to us via this data capture.

I consent

By submitting this form, you consent to our team contacting you by telephone, email, or other digital means regarding your enquiry. Your personal data will be handled securely and in line with our privacy policy.

I consent to being contacted by Beals Mortgage and Financial Services

I agree to your privacy notice

Looking for a financial adviser near you?

Our first appointment is free of charge and with no-obligation! Available by phone, video call or face-to-face.

Call us on: 01489 585 548 Email us: [email protected]

BOOK NOWComplaints Privacy Policy & Terms Our Terms of Business

PENSIONS & RETIREMENT PLANNING MORTGAGES & REMORTGAGING INHERITANCE TAX (IHT) PLANNING SAVINGS & INVESTMENTS INSURANCE & PROTECTION WEALTH MANAGEMENT FINANCIAL PLANNING EQUITY RELEASE

Tax treatment varies according to individual circumstances and is subject to change.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Approver Quilter Financial Services Limited. March 2025

Registered office address: Unit 1 Fulcrum 2 Solent Way, Whiteley, Fareham, England, PO15 7FN. Registered in England and Wales under reference 08286166

Expert Financial Advice UK Wide