Running a business involves managing risk as well as opportunity. Business Assurance is designed to protect your company, its shareholders, and key people against the financial impact of unexpected events.

We provide tailored advice to help ensure your business can continue operating smoothly in the event of the death, critical illness, or long-term incapacity of a director, partner, or key employee. This may include planning for shareholder protection, partnership protection, key person cover, and business loan protection.

General Insurance helps protect your personal and business assets against everyday risks. We provide advice on a range of insurance solutions designed to offer financial protection and peace of mind should the unexpected occur.

Our approach is tailored to your individual needs, ensuring appropriate cover is in place to protect what matters most.

Effective inheritance and legacy planning helps ensure your wealth is passed on in line with your wishes, while providing clarity and security for future generations.

Our advice is designed to help protect and preserve wealth, giving you confidence that your assets will be passed on smoothly and responsibly, while supporting the people and causes that matter most to you.

A mortgage is the largest financial commitment we face in our lifetime.

Taylor Burke Partnership can offer products from the whole of the market.

Our service includes advice on:
• Residential Mortgages
• Remortgages
• Commercial Mortgages
• Buy to Let Portfolios
• Equity Release
• Lifetime Mortgages

Your home or property may be repossessed if you do not keep up repayments on your mortgage.
There may be a fee for mortgage advice.

Note: The Financial Conduct Authority does not regulate commercial mortgages and some aspects of buy to let mortgages. Commercial mortgages are available by referral only. Equity release will reduce the value of your estate and can affect your eligibility for means-tested benefits.

Having personal or business protection cannot reduce the odds of something happening — although it can ease the financial burden if it does!

There are many considerations when protecting your family, such as in the event of death, loss of income, or being diagnosed with a critical illness.

Our service includes advice on providing cover in the event of:
• Death
• Critical Illness
• Mortgage Protection
• Loss of Income
• Medical Insurance
• Long Term Care
• Protecting your Estate

Life assurance plans typically have no cash value and cover will cease at the end of the term. If premiums stop, cover will lapse.

Regardless of your age, it is important to receive expert and professional advice on your pension requirements.

Taylor Burke Partnership can help you make the most of your retirement opportunities; we can provide bespoke advice, whether you are an individual or a business.

Our service includes advice on:
• Personal Pensions
• Stakeholder Pensions
• Occupational and Group Pensions
• Annuities & Enhanced Annuities
• Pension Drawdown
• Pension Transfers
• Small Self-Administered Schemes (SSAS) & SIPPs

Pensions are long-term investments not normally accessible until age 55 (57 from April 2028). The fund value may fluctuate and this can impact pension benefits available.

Workplace pensions are regulated by The Pensions Regulator. Transferring out of a final salary pension is unlikely to be in the best interests of most people.

Taylor Burke Partnership can give advice on the following:

• Individual Savings Accounts (ISAs)

• Investment Bonds (Onshore and Offshore)

• Open Ended Investment Companies (OIECs)

• Child Trust Funds

  …and other investment planning solutions.

A well-structured Will ensures your wishes are clearly set out and your estate is distributed in accordance with your intentions.

We can assist with Will writing to help provide clarity, reduce uncertainty, and give peace of mind that your affairs are in order. Will writing is not regulated by the Financial Conduct Authority.