Getting your affairs in order
As Ghandi once said ‘The future depends on what we do in the present’ so today we are looking at getting your affairs in order for when the inevitable happens. A big part of that is making a will but theres other things to consider.
As Ghandi once said ‘The future depends on what we do in the present’. In today’s episode we discuss how best to get your affairs in order for when the inevitable happens. A big part of that is making a will but there’s other things to consider. Our special guest; Stuart Adams, a Solicitor and Legal Director in the Tax and Wealth Planning Team at Mishcon De Reya joins the conversation and demonstrates the importance of solicitors and financial planners working together to get the best outcome for the client.
Three in five (59 per cent) UK adults have not written a will, new research from Canada Life today reveals. This equates to 31 million people, whose property, financial and other assets could be left to someone they have not chosen when they die.
Stay up to date with our latest insights, subscribe to our mailing list here and choose the topics you’re interested in: https://bit.ly/3ArrCoa
Get in touch:
Have any feedback? We're listening, email us at: firstname.lastname@example.org
This episode was recorded on 09/08/2021
This S&W The Pulse podcast is of a general nature and is not a substitute for professional advice. No responsibility can be accepted for the consequences of any action taken or refrained from as a result of what is said. The views expressed are not necessarily those of the presenter or of Smith & Williamson or any of its affiliates. No reproduction of this podcast may be made in whole or in part for professional or recreational purposes. No action should be taken based on this podcast and we accept no liability if we change your views on any of the subjects mentioned.
Tax legislation is that prevailing at the time, is subject to change without notice and depends on individual circumstances. Clients should always seek appropriate tax advice before making decisions. HMRC Tax Year 2021/22.
Smith & Williamson Corporate Finance Limited
Authorised and regulated by the Financial Conduct Authority
A member of Oaklins International Inc.
A member of the London Stock Exchange.
Registered in England No. 4533970. FRN: 216729
The Pulse from Smith & Williamson
Financial Planning Show: Wealth transfer considerations
Broadcast on Smith & Williamson at 09:00, 9th of August 2021
Available online from 10:00 on the same day.