Insurance Brokers

HNW Clients: NFU Mutual Launches New Under-Insurance Game

This is a good way to involve clients in the not-too-exciting business of insurance valuations. Well, not exciting until you need to make a claim of course. Here’s the word; Home insurer NFU Mutual has […]

Global insurance trends

Canada: PURE Rolls Out HNW Property Cover in Ontario

Some news from Canada for you; Privilege Underwriters Reciprocal Exchange (“PURE”), the policyholder-owned property and casualty insurer designed for successful, responsible homeowners, announces its first international expansion as it opens for business in Canada. This […]

Insurance Brokers

Need Some Advice on IBIP and CGT Liabilities?

Some news from John Lamb Hill Oldridge; Leading financial advisory firm, John Lamb Hill Oldridge, has announced the formation of a specialised team to support advisers and clients in navigating the complexities of Insurance Based […]

Global insurance trends

Enhanced HNW Wealth Transfer, Plus Death Benefits, From Sun Life Singapore

The latest from Sun Life in Singapore; Sun Life Assurance Company of Canada Singapore Branch (“Sun Life Singapore”) has announced the launch of the SunBrilliance Whole Life insurance solution, an innovative enhancement to its existing […]

Insurance Brokers

NFU Mutual Flags Up Designer Clothing Values For HNW Clients

Hey that 1990s trainer collection, or those Italian and French handbags, could be worth more than all your other furniture – ever consider that you HNW consumers? Well, a new survey by high net worth […]

Insurance Brokers

IHT Receipts Top £0.7billion, HNW Brokers Could Help Protect Wealth

There’s an opportunity for brokers who specialise in HNW clients here; Inheritance tax receipts hit £0.7 billion in April 2024 according to data released by HM Revenue and Customs (HMRC) this morning. This is £85 […]

Insurance Brokers

IHT Receipts Hit £7.5 Billion, HSBC Says Tax Planning is Essential

One for the HNW brokers; Recent HMRC data shows that total IHT (inheritance tax) receipts for April 2023 to March 2024 climbed to £7.5 billion – £0.4bn higher than the same period last year. Government […]

Insurance Brokers

Hard Times in HNW? Luxury Watch Owners Checking Pawnbroker Valuations

The latest from the Watch Register, who insist on using capitals, apologies for that. But this is still interesting reading for any HNW brokers looking to offer cover on luxury wristwatches. These remain top targets […]