There are many areas we need to consider when looking to protect yourself and your family, protection underpins all of your financial planning.


We shall look at the following areas to ensure that all your protection needs are met:

Protecting Your Mortgage

Ensuring your mortgage is paid off in the event of your death or serious illness.

Protecting Your Lifestyle

Ensuring yours and your family’s continues in the event of death or serious illness, these days mortgage costs represent only a small proportion of a family’s outgoings, we’ll help you to decide what you need to protect.

Protecting Your Income

Ensuring you can continue to have a good quality of life should you suffer a serious illness, so you can concentrate on getting well, and not on how to meet your monthly bills.

Inheritance Tax Mitigation

Preserving your estate for your children and grandchildren or chosen beneficiaries we will help you to structure your financial arrangements so that your family benefit and not HM Revenue & Customs.


The FInancial Conduct Authority does not regulate taxation and trust advice.

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Inheritance Tax (IHT) Calculator

Calculate your Inheritance Tax Liability.

Watson Financial Ltd is an appointed representative of CAERUS Financial Limited which is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (www.fca.gov.uk/register) under reference 497604.
Registered in England & Wales number: 06986949. Registered Office: 1A Fore Street, Bridestowe, Okehampton, Devon EX20 4EL.

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