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.

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 I Help?

Follow up today with a Seize Control of Your Money Session:
I can help with your specific issues in a private 30 minute one-on-one session delivered live online via Zoom Video.
£0.00.
BOOK NOW.

Arrange a 'Personal Finance' online group workshop.

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/sale of selected financial products, instruments or services of which we have no direct involvement.

BOOK A PRIVATE ONLINE COACHING SESSION TODAY

Hello,

'"Success through personal and professional growth..."

The content of this website is based on my experience, education and the hundreds of coaching sessions I have delivered online.

I am also a representative of an FCA regulated company which means that my financial education activities fall under the rules of a very powerful consumer protection body.

The FCA is the UK's financial regulatory body with a wide range of powers designed to protect consumers from firms that do not meet the desired standards. The FCA can; stop firms and individuals from conducting regulated activities. Fine firms and individuals who break the FCA rules. Make any action taken against firms and individuals public. Bring criminal proceedings where warranted. The full scope of their powers can be found in the Decision procedure and penalties manual (DEPP).

Coach Walsh 2021.

Please Note;

Unless otherwise stated, the use of third party videos on this website in no way implies any support or backing of the individuals/organisations involved. They are just informative videos chosen for their quality and educational value.
Any observations or comments I make that reference third-party works are to be taken as MY understanding of that work. For this reason all writing should be taken as a personal commentary that may not be accurate and may not accurately reflect the views of the authors and/or publishers.

Copyright 2012 - 2021. All Rights Reserved.

NOTE: I am constantly updating and proofreading the website. It is a big job and mistakes are sometimes overlooked. If you spot any errors it would be a great help if you email me and let me know.