Stephen Roddy - Financial Advisor Belfast

29/05/2025

🏠 Protect your home, protect your peace of mind.
Mortgage Protection Insurance helps cover your repayments if the unexpected happens.
Don’t leave it to chance, secure your future today.

DM me for some advice

24/04/2025

Company directors, are you making the most of the tax-efficient way to provide life cover through your business?

For more information on the tax-efficient way to provide life cover through your business, visit our site

Relevant Life Cover (RLC) allows employers to offer a death-in-service benefit to their employees including directors. It’s a tax-efficient life insurance policy, set up by the employer and pays out a tax-free lump sum on the death (or diagnosis of a terminal illness) of the person insured.

02/03/2023

Are you a company director?

Do you have a personal life insurance plan?

Did you know that personal life insurance doesn't qualify for any tax relief?

❌ No national insurance relief

❌ No income tax relief

❌ No corporation tax relief

The consequence of staying on a personal life insurance plan means it's costing you ALLOT more money compared to a Relevant Life plan.

Savvy directors are switching to Relevant Life Insurance.

It's the tax efficient way to secure life insurance.

I'm authroised to advise and arrange it.

Monthly premiums receive.

✅ Income tax relief.

✅ National insurance relief.

✅ And Corporation tax relief.

See what my customer said........ "Stephen was able to show me how much money I could save by switching from a personal life insurance plan to a 'like for like' Relevant Life Insurance plan, when he worked out the net cost after tax relief, it turned out that I could save about £9,000+ over the term of the policy compared to the personal life insurance plan that I had in place. He was able to write the Relevant Life Plan in Trust, the Trust part was beneficial for reasons that he explained. I'd have no hesitation in recommending his service. Thanks again. Gordon Jenkins



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12/01/2023

Delighted to have Niraj Kapur in the office for the day giving some of our guys some great tips on LinkedIn, Sales and Life Skills! Top Bloke!

10/12/2022

If a shareholder in your private limited company, member of your Limited Liability Partnership (LLP) or partner in your partnership were to die, could you afford to purchase their share of the business?

09/03/2022

https://www.insurancebrokersni.com/business-protection

Shareholder protection guide. Shareholder protection allows business owners to buy shares back from any partner who is diagnosed with a critical or terminal illness, or dies. This policy helps surviving owners stay in control and minimises disruption to the business.