Virtus Private Client

We understand that personal insurance can be an admin heavy, time-consuming process and off-the-shelf comparison website solutions are often not the appropriate answer for clients with a portfolio of assets who need flexibility and a bespoke approach.

In addition, as government policy has changed around inheritance tax rules, we have seen an increased use of insurance products such as Life Insurance to assist with estate planning.

Our range of Private Client Solutions is set out below:

• Estate planning and Inheritance Tax planning products – Life insurance

• International life insurance

• Life insurance (whole of life, term, mortgage & IHT)

• Critical illness insurance

• Income replacement insurance

• International private medical insurance

• Private medical insurance

• Travel insurance

We’re here to support you through the whole journey. In the situation where a claim arises, we will work with you to collate the relevant information back to the insurer and collaborate to see the process through to a satisfactory conclusion.