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Introduction
IQ Financial Solutions Ltd is an established Company’s providing a large range of Financial Services, Will Writing, Estate Planning, Asset Protection, Mortgages and Equity Release, future Tax planning, corporate or personal.
We have provided advice and guidance to over ten thousand clients since 2012.
We have a team of qualified and authorised professionals and partners in each area of the services.
Our head office based in Berkshire acts as a hub for our business.
So whether you need advice about life insurance, mortgages, equity release, or advice on protecting your assets and/or your home from care home fees, a simple Will, lasting power of attorney, we have the staff to provide you with cost effective solutions to achieve your goals.
OUR PRODUCTS AND SERVICES
Financial services - solutions for mortgages, insurance, pensions or investments. Lasting powers of attorney or a simple Will or a complex estate. Our regulators and Values.
WILL WRITING
LASTING POWER OF ATTORNEY
PROBATE
LIFE INSURANCE
PROPERTY TRUST
ESTATE PLANNING
EQUITY RELEASE
RELEVANT LIFE INSURANCE
KEY MAN
BUSINESS PROTECTION
CRITITAL ILLNESS with TERM ASSURANCE
All our financial services products are from a whole of market comparison.
WILL WRITING
Do you have a Will? Writing a Will is less complex than you may think. Through a Will you can ensure your loved ones inherit with no complications and that they are taken care of in accordance with your final wishes. Without a Will leaves you exposed to taxation, estranged family members and relatives who may have entitlement.
RELEVANT LIFE
Relevant Life Insurance is a business expense and available to businesses registered in the United Kingdom. The plan can only provide cover in respect of British Citizens and those residents in the United Kingdom, aged 17 up to 71. Relevant Life Insurance is to cover an employee within the business for loss of life - known as the person covered. An employer can be a Sole Trader, Limited Company, Partnership or a Charity (as a business with employees). The Relevant Life plan benefits are written into a Trust so that the benefits are free from Tax and they are not a trading receipt for the company.
Current tax rules for Relevant Life Insurance has been designed to comply with the conditions for relevant life insurance contained in Section 393(B)(4) of the Income Tax (Earnings and Pensions) Act 2003 (ITEPA 2003) and sections 481 and 482 of the Income Tax (Trading and Other Income) Act 2005 (ITTOIA 2005).
KEY MAN
Business Protection Critical Illness with Term Assurance
Business Protection Critical Illness with Term Assurance covers you or your business against the financial impact of death, terminal illness - where life expectancy is less than 12 months, or critical illness (the suffering of, or undergoing of, one of the specified critical illnesses or operations), during the term of the policy, typically up to your preferred retirement age. Business Protection Critical Illness with Term Assurance can be taken out to protect a business from the death, terminal illness or critical illness of a key person, for shareholder or partnership protection or for business loan protection. If the sum paid out under Business Protection Critical Illness with Term Assurance forms part of your estate, it may not be free of inheritance tax. Cover held by the trustees of a trust should not normally form part of the estate for Inheritance Tax purposes.
ESTATE PLANNING
This is planning how your assets are treated after you have passed away. Ensuring you retain control to protect your assets and home even after loss of life. Estate planning can also mitigate the impact of inheritance tax, what your future needs and personal preferences are and how to protect them through current legalisation and Trusts. Our qualified consultants will advise and provide expert insight to preserve your estate.
EQUITY RELEASE
Release money from your house? Use your home to release a lump sum or a stream of income. You can take a tax-free cash lump sum or access flexible borrowing. Our qualified and authorised experts have access to specialised lenders.
MORTGAGES
First time buyer or re-mortgage? We have a panel of lenders ready to assist with your needs and consultants are just a phone call away… to help you make the correct decision and get the best rates from whole of market for you.
We have provided advice and guidance to over ten thousand clients since 2012.
We have a team of qualified and authorised professionals and partners in each area of the services.
Our head office based in Berkshire acts as a hub for our business.
So whether you need advice about life insurance, mortgages, equity release, or advice on protecting your assets and/or your home from care home fees, a simple Will, lasting power of attorney, we have the staff to provide you with cost effective solutions to achieve your goals.
OUR PRODUCTS AND SERVICES
Financial services - solutions for mortgages, insurance, pensions or investments. Lasting powers of attorney or a simple Will or a complex estate. Our regulators and Values.
WILL WRITING
LASTING POWER OF ATTORNEY
PROBATE
LIFE INSURANCE
PROPERTY TRUST
ESTATE PLANNING
EQUITY RELEASE
RELEVANT LIFE INSURANCE
KEY MAN
BUSINESS PROTECTION
CRITITAL ILLNESS with TERM ASSURANCE
All our financial services products are from a whole of market comparison.
WILL WRITING
Do you have a Will? Writing a Will is less complex than you may think. Through a Will you can ensure your loved ones inherit with no complications and that they are taken care of in accordance with your final wishes. Without a Will leaves you exposed to taxation, estranged family members and relatives who may have entitlement.
RELEVANT LIFE
Relevant Life Insurance is a business expense and available to businesses registered in the United Kingdom. The plan can only provide cover in respect of British Citizens and those residents in the United Kingdom, aged 17 up to 71. Relevant Life Insurance is to cover an employee within the business for loss of life - known as the person covered. An employer can be a Sole Trader, Limited Company, Partnership or a Charity (as a business with employees). The Relevant Life plan benefits are written into a Trust so that the benefits are free from Tax and they are not a trading receipt for the company.
Current tax rules for Relevant Life Insurance has been designed to comply with the conditions for relevant life insurance contained in Section 393(B)(4) of the Income Tax (Earnings and Pensions) Act 2003 (ITEPA 2003) and sections 481 and 482 of the Income Tax (Trading and Other Income) Act 2005 (ITTOIA 2005).
KEY MAN
Business Protection Critical Illness with Term Assurance
Business Protection Critical Illness with Term Assurance covers you or your business against the financial impact of death, terminal illness - where life expectancy is less than 12 months, or critical illness (the suffering of, or undergoing of, one of the specified critical illnesses or operations), during the term of the policy, typically up to your preferred retirement age. Business Protection Critical Illness with Term Assurance can be taken out to protect a business from the death, terminal illness or critical illness of a key person, for shareholder or partnership protection or for business loan protection. If the sum paid out under Business Protection Critical Illness with Term Assurance forms part of your estate, it may not be free of inheritance tax. Cover held by the trustees of a trust should not normally form part of the estate for Inheritance Tax purposes.
ESTATE PLANNING
This is planning how your assets are treated after you have passed away. Ensuring you retain control to protect your assets and home even after loss of life. Estate planning can also mitigate the impact of inheritance tax, what your future needs and personal preferences are and how to protect them through current legalisation and Trusts. Our qualified consultants will advise and provide expert insight to preserve your estate.
EQUITY RELEASE
Release money from your house? Use your home to release a lump sum or a stream of income. You can take a tax-free cash lump sum or access flexible borrowing. Our qualified and authorised experts have access to specialised lenders.
MORTGAGES
First time buyer or re-mortgage? We have a panel of lenders ready to assist with your needs and consultants are just a phone call away… to help you make the correct decision and get the best rates from whole of market for you.
Contact Info
Address:
Merlin House, Brunel Road,
Theale
Berkshire RG7 4AB
United Kingdom
Theale
Berkshire RG7 4AB
United Kingdom
Tel:
01189 291313
Website:
http://www.iqfinancialsolutions.co.uk
Offering
- Will Writing
- Estate Planning
- Trusts
- Life Assurance
- Critical Illness
- Permanent Health Insurance
- Family Income Protection
- Unemployment Cover
Hours of operation
| From | To | From | To | From | To | ||
|---|---|---|---|---|---|---|---|
| Monday | Open | 09:00 | 17:00 | ||||
| Tuesday | Open | 09:00 | 17:00 | ||||
| Wednesday | Open | 09:00 | 17:00 | ||||
| Thursday | Open | 09:00 | 17:00 | ||||
| Friday | Open | 09:00 | 17:00 | ||||
| Saturday | Closed | ||||||
| Sunday | Closed | ||||||
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