Our client held assets and financial interests across multiple jurisdictions and required a life insurance solution that reflected their international profile. The objective was to ensure consistent protection while accounting for cross-border considerations, regulatory differences, and long-term wealth planning. Million Plus Private Finance assessed the client’s residency status, asset locations, and estate planning objectives. A […]

Our client sought high-value life cover to provide long-term financial security for their family while maintaining flexibility as circumstances evolved. The requirement was for a life insurance solution that offered clear protection over a defined period, aligned with financial commitments and future planning. Million Plus Private Finance reviewed the client’s income, liabilities, and long-term objectives […]

Our client required a life insurance structure to support long-term estate planning and ensure sufficient liquidity for beneficiaries in the event of death. The primary objective was to protect family wealth while avoiding the forced sale of property or investment assets to meet future financial obligations. Million Plus Private Finance assessed the client’s wider financial […]