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: Because money from a life insurance policy may be subject to inheritance tax many people think that it is worth considering placing the policy in trust.

How Can We Help?

As a member of 469BCe.com, you will have, one-to-one help in learning about and setting up Wills & Trusts.

If you need help with this, email me today.

No-matter what the circumstances I or one of my group of advisors will be able to offer concrete advice and 'hands-on' help.

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'.

BE ASSURED ALL OF OUR DEALINGS ARE UNDERTAKEN IN THE STRICTEST CONFIDENCE.

GO TO THE MEMBERSHIP PAGE

Hello,

'Success through team building and motivation...'

Content pages are stand-alone presentations designed to introduce a topic and suggest ways that I can help with the issues raised. My intention is to provoke thought, motivate members to email me specific questions and do the best I can to present practical real-world answers and solutions.

James 2019.

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.

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NOTE: This site is not yet fully launched and is currently being proof-read. This is a big job and may take some time. If you spot any mistakes it would be a great help if you email me and let me know.