Phelan Caswell Insurances Ltd (PCI), formally BHP Insurances Ltd, was founded in 1998 with a commitment to be a leading provider of Insurance and Financial Planning services.

Our Contacts

First Floor, Unit 16 A, Fonthill Business Park, Dublin 22, D22 F2P1

info@pcinsurances.ie

+353 1 620 2030

Working Hours

Monday
9.00 - 17.00
Tuesday
9.00 - 17.00
Wednesday
9.00 - 17.00
Thursday
9.00 - 17.00
Friday
9.00 - 17.00
Saturday
Closed
Sunday
Closed

A Section 72 Policy, a type of Life Insurance policy, you can take out to pay off Capital Acquisition Tax, commonly known as inheritance tax.

It is similar to regular Life Insurance in that you take out a policy, you pay your premium, and when you die, your beneficiaries get a tax-free lump sum to be used to pay the inheritance tax due.

If you are a spouse or civil partner receiving an inheritance from your deceased spouse or civil partner, you don’t pay inheritance tax. However, everyone else may be liable for inheritance tax.

At Phelan Caswell Insurances, we design the Inheritance Tax Plan to suit your requirements and make it easy to engage with and understand the process.