PEAK INSURANCE GROUP 
GENERAL INSURANCE  
& FINANCIAL ADVICE 
 
 
 
 
 
 
PEAK INSURANCE GROUP 
GENERAL INSURANCE & FINANCIAL ADVICE 

 Capital Preservation 

Protecting your assets within flexible structured plans. Managing risk and expectation. 

 Estate Planning 

A safe passage through what can be a complicated process. Another key area to understand. 

 University Funding 

Structured planning process aimed at education funding. 

 Trusts 

A way of managing your assets (money, investments, land and property) for your beneficiaries. 

 Gifts from Capital and Income 

If you are thinking of making lifetime gifts, there are a number of exemptions from IHT. 
 
 
 
 
 
 
 
 
 
 
 
 
 

 CONTACT US 

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