Protection, Equity Release, PMI, Corporate, Tax, Wills



Life Insurance and Critical Illness cover is designed to protect ourselves or our family and dependants in the unfortunate event of serious health problems or even death.

There are many different protection options available and advice is often needed to decide what would be most suitable for your situation.

Baker Hudson are able to guide you through the process and recommend the most suitable product and company for you.

Equity Release


Equity Release is available for those over 55 but is generally more suitable for those over the age of 65.

Funds can be used for a wide variety of purposes which could include, paying off existing loans, home improvements, gifts to relatives, increasing your retirement income and other purposes.

Our specialists are friendly and can talk through the pros and cons with you.

Medical Insurance


We are able to give advice on all the major Health Insurance Providers and arrange policies on your behalf.

We are normally able to recommend a Provider offering comparable benefits without losing cover for existing conditions, at a lower premium.

You do not have to wait for renewal to change or improve your cover.

We will monitor your cover annually to ensure this remains competitive.



We are able to advise on many areas relating to small and medium sized firms.

This includes Capital Raising, Tax Planning, Pension Schemes, Health Insurance, Shareholder Protection and Keyman Cover.



Some people pay too much tax, or miss out on opportunities to mitigate a potential tax bill.

If you have investments, pay higher rate income tax, or run your own business, you may benefit from a review of your financial situation.

If you are married and one of you is in a higher rate tax bracket than the other, we may be able to utilise the lower tax rate by adjustments to your holdings, giving you more money in your pocket.

The Financial Conduct Authority does not regulate Tax Planning.



Making a Will is an essential part of financial planning to ensure your wishes are carried out after your death. Baker Hudson can take away the distress of preparing a Will, making the process as simple and straightforward as possible. 

Our specialists can provide advice in all aspects of your estate planning, including the following:

  • Appointing Executors 
  • Protecting your assets if you require long term care
  • Minimising Inheritance Tax
  • Lasting Powers of Attorney
  • Prepaid Funeral Plans