Are you 100% confident your loved ones will inherit what you want them to without paying unnecessary taxes?
Free Estate Planning webinar.
PASSING ON YOUR WEALTH – GETTING YOUR AFFAIRS IN ORDER SO YOU CAN ENSURE THE RIGHT PERSON GETS WHAT YOU WANT
12th May 2021 at 11.00am. 45 minutes
When you die your family will enter the legal minefield where completing the wrong bit of paperwork or withdrawing your assets in a certain way can incur penalties and large amounts of taxation.
This will all take place at a time when they are already grieving.
Have you made things simple for them? Do you have an up to date Will in place giving clear instructions of what goes to who and when?
Also think about what would happen to your wealth that was passed down to a loved one who then subsequently divorced. How would you feel if half your wealth was passed on to the ex-partner and down a different bloodline?
Statistically you are more likely to suffer from an illness or accident that could leave you incapacitated. So before you think about death think about what would happen if you were not mentally able to manage your financial affairs. Who would do this for you? Do you trust them?
As a firm of Chartered Financial Planners who specialise in pensions, retirement and estate planning we have helped hundreds of people retire and protect their wealth over the years. So please tell your friends and join us for our fifth free webinar of 2021 on the 12th May.
Our webinar will help you learn…
The correct legal documents that you should put in place immediately.
What happens if you don’t have a Will or Lasting Power of Attorney.
Why your pension is not covered by your Will and how you should protect it.
How to control your assets from the grave ensuring your wealth stays within your family bloodline.
The worst mistake you can make with life insurance.
All webinar attendees will also receive a special discount code for access to a great online legacy management account meaning you and your loved ones can access everything at the right time.
You’ve worked hard for your wealth so make sure it’s protected.
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Why put it off any longer?
If you’re considering retirement, together we can make sure you’ll be financially secure.
Rest assured, you’re under no obligation to proceed after the review.
We’d like you to choose us for all the right reasons!
It’s all about giving you financial security, peace-of-mind and the means to enjoy your retirement.
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* YouGov survey for Old Mutual Wealth
** Only applies to defined contribution, money purchase pensions. Our pension and initial financial review normally costs a minimum of £497, which, for a limited period only, we are providing free of charge. No strings, no obligation.