Health, Wealth, and Inheritance Tax – Why You Need Private Medical Insurance

March 23, 2025

👩‍⚕️💷 Health, Wealth, and Inheritance Tax – Why You Need Private Medical Insurance 💷👨‍⚕️

We’re excited to announce our upcoming free webinar in partnership with independent PMI specialist IHCS, exploring how Private Medical Insurance (PMI) can play a crucial role in both your healthcare access and financial planning.

🗓️ Date: Tuesday, 15 April
Time: 7:00 pm
🎟️ Cost: Free (but places are limited!)

As NHS waiting lists grow and the 2024 Labour Budget brings major changes to pensions and Inheritance Tax (IHT), more people are rethinking their plans. This session is perfect for anyone concerned about:

✔️ The rising cost of healthcare
✔️ Mitigating Inheritance Tax liabilities
✔️ Maintaining PMI cover after leaving a group scheme
✔️ Securing affordable cover at any age

🔍 What we’ll cover:

  • Why more clients are turning to PMI

  • How PMI can come with a 40% IHT saving

  • Managing PMI premiums effectively

  • Tailored advice for those over 60 and under 50

  • Options for group scheme leavers

  • How PMI fits into your wider financial and estate planning

🎁 Bonus: All attendees will receive a free hard copy of Paul Armson’s book Enough – a brilliant read on financial independence and retirement.

👉 Reserve your spot here: BOOK NOW

We look forward to seeing you there!