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Advanced Planning – USWealthProtect™.

We understand that protection planning is a critical component of the wealth planning process.  MASECO is committed to helping its clients make sense of the cross-jurisdictional complexities by removing the uncertainty and ambiguity, and as such have launched USWealthProtect™, a specialist service to help our clients meet their Advanced Planning needs.

We understand that Protection planning is a critical component of the Wealth Planning process.  MASECO is committed to helping its clients make sense of the cross-jurisdictional complexities by removing the uncertainty and ambiguity, and as such have launched USWealthProtect™, a specialist service to help our clients meet their Advanced Planning needs.

Do you know whether you are adequately protected against unforeseen circumstances?  Do you remain undecided about whether you will ultimately reside in the US or the UK in retirement? Whilst your plans remain unsettled, ensuring that you have adequate insurance coverage in one or both jurisdictions is often avoided or overlooked. This can leave both you and your family potentially vulnerable to the impact of a premature death or the disastrous effects of a poorly structured estate plan.

As part of our Advanced Planning service offering we have identified a strong need to offer both US Dollar and Sterling pound denominated insurance solutions for our clients. Though not exhaustive, this could include income replacement/mortgage protection in the event of a premature death or estate optimisation through the use of life insurance trusts and survivorship policies. 

 For many of our clients, US-based solutions represent the most cost-efficient and suitable recommendation given their desire to return to the US.  However, in some cases, a UK policy may be advisable and our offering includes a range of Sterling denominated protection policies and providers.

Insurance can be confusing and sometimes difficult to understand.  At MASECO we cut through the complexities to deliver a simple and straightforward approach to protection. We unravel the costs so you understand exactly what you are paying for. 

To find out how we can support your Advanced Planning needs through USWealthProtect™, please get in touch or visit the MASECO Insight area of this website.  

 


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Guide to Insurance

Guide to Insurance

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US vs UK Underwriting Process

US vs UK Underwriting Process

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