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Protect your family, your money and the assets you've worked hard to build

Complete our FREE Estate Planning HealthCheck and take the necessary steps to ensure your wishes really do come true!

TAKE THE 10-MINUTE ESTATE PLANNING HEALTHCHECK

We're leaving more wealth behind than ever before. But what's going to happen to it?

Despite the fact that we are leaving more wealth behind than ever before, research shows that 30 million adults in the UK (60%) do not have a will.

Or, they have a will that hasn't been reviewed or updated for many years. Or they have a will that nobody knows about!

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estate planning

And, it's not just having a will that is critical if you want to make things simple and stress-free for the loved ones you leave behind.

There are a few key things you can do now that will ensure your family is protected, your money, property and other assets are safeguarded, and your wishes are followed should you fall ill or pass away.

Not sure where to start?

We totally appreciate how daunting it can feel to tackle such emotive and complex topics as your will and wishes, executors, powers of attorneys and late-in-life care. We also know that one of the biggest barriers that stops people from taking action is that they just don't know where to start. That can feel overwhelming.

We get it. At Kingsland Wealth Management we're all about making things as easy and stress-free as possible for our clients.

So, here's two things we want you to know:

1. Getting a few key things in place to protect your family, and your wealth, doesn't have to be complicated or stressful
2. We have a great way for you to get started!

The Willing Wisdom IndexTM healthcheck will help you:

 

  • See where the gaps are in your estate planning (including things you might not have thought of)
  • Have helpful and informative conversations with your loved ones
  • Think about what your wishes are and how to communicate them clearly and effectively
  • Compile a checklist of key things you could start putting in place now to get your affairs in order

Health

Don't let everything you've worked hard for get lost or eaten up by probate charges and tax. Simply complete The Willing Wisdom Index™ to receive your score, free report, and a checklist of the steps you can start taking to protect your family, and assets.

** The results of your healthcheck are 100% confidential. You have the option to share your results with us (or another financial adviser) but you don't have to **

Questions about your Willing Wisdom IndexTM report

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Your report will give you lots of useful insight into what needs addressing, and a to do list of steps you can take to fill the gaps.

Of course, if you have any questions or would like to speak to one of our team about how we can help make sure your affairs are in order, simply book a call and we'll be in touch

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Your finances should be a source of security, not anxiety. Let us take the worry away.

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