Property sits at the core of generational wealth planning. For high-net-worth individuals and families, residential and commercial property represents both tangible security and strategic opportunity—assets that appreciate, generate income, and can be structured for long-term tax efficiency. How the wealthy use property to reduce tax isn’t about evasion or aggressive schemes. It’s about early planning, […]

Our client was a high-net-worth business owner with operations and assets located in the UK and overseas. The business operated across multiple jurisdictions with differing regulatory requirements and risk profiles. Existing insurance solutions lacked coordination and did not provide sufficient clarity or consistency of cover across international operations. Million Plus Private Finance advised on and […]

Our client operated a high-value business across multiple UK locations with substantial investment in property, equipment, and staff. Insurance had been arranged incrementally over time, resulting in inconsistent coverage and limited protection against prolonged business interruption or operational disruption. Million Plus Private Finance conducted a comprehensive review of the client’s existing arrangements and advised on […]

Our client was the founder and principal shareholder of a well-established UK business where a significant proportion of revenue, strategic decision-making, and lender confidence depended on a small senior leadership team. Existing insurance arrangements were limited and no longer reflected the financial exposure the business would face if a key individual were unable to continue […]

Our client held a diversified portfolio of high-value assets, including overseas property and luxury items located across multiple jurisdictions. Existing insurance arrangements did not adequately address cross-border risks or differences in regulatory requirements. Million Plus Private Finance assessed the client’s international holdings and structured a bespoke asset protection solution in collaboration with specialist insurers. Coverage […]

Our client held a valuable private collection of fine art and collectibles, including rare and irreplaceable pieces. Existing insurance arrangements were limited in scope and did not fully reflect the value, provenance, or specialist requirements of the collection. Million Plus Private Finance worked closely with specialist insurers experienced in high-value art and collectibles to structure […]