Wills & Trusts
About The Video.
Making a will: This is a Macmillan Cancer Support video highlighting -

  • ​The reluctance of people to write a will.
  • Wills are not all about money.
  • Making and/or updating wills is not hard to do.
  • Making a will need not be too expensive.
  • ​Wills are for everyone not just the elderly.
  • Now is always a good time to start.​​

If you need help with a will email me today.
Wellness.
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  • Don't harm others:  I have come to understand that not preparing for ones death is in itself harming those closest to us.  The more complex your finances the greater the potential harm. 
  • Be ethical in all your dealings: We all have people that depend upon us.  Deal with people in death as you dealt with them in life.
  • Make peace with yourself and everyone around you:  There is a huge amount of satisfaction and comfort in knowing that you have done the best you can for those closest to you.  Your legacy will be secured by good planning.
  • Be happy:  In planning for the future we must not forget to live for today.  Every day we spend with others is a blessing.

What's Next?

1. Make a will and formalise how your assets are allocated in the event of your death.

2. Look into trusts.  Trusts allow people to manage assets in a particular way for a specific reason eg. protect assets, enable transfer of assets, .  There are several different types of trusts but they all involve a ‘Trust Deed”, ’Settlor’ a ‘Trustee’ and a ‘Beneficiary’.
  • The trust deed is the physical document setting out the terms and conditions of the trust.
  • The settlor is the person who’s assets are being placed in trust.
  • The trustee is the person nominated to manage the trust.
  • The beneficiary is who benefits from the trust. There can be more than one beneficiary.

Note: ​Money from a life insurance policy may be subject to inheritance tax.  It may be worth considering a trust.  

How Can We Help?

Follow up today with a Seize Control of Your Money Session:
A private 50 minute one-to-one education session delivered live online via Zoom Video - £67 per session.
BOOK NOW.

​It's important to stress the difference between the principles involved in good financial planning that a Seize Control of Your Money session offers and the advice/sales of financial products, instruments or services of which we have no direct involvement.
IMPORTANT NOTES:
1. ​No specific advice can be given or implied.  
2. James and 469BCe.COM are not authorised or approved for the direct selling of any financial products and/or services.
3. All of my services are free. I can, by your request, introduce you to professionals in the financial services industry and may at that point be paid an 'introducer fee'.