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