Well, we can't answer that, but we know your financial plan lives on.
We work with our clients over a lifetime and often continue to work with families across the generations. We are now managing wealth for some of the great grandchildren of our original clients who were with us 38 years ago.
We don't want to be reminded, but the only two certainties in life are death and taxes according to Benjamin Franklin. We help our clients create a plan for what happens after death. This makes what can be a difficult time much easier for your spouse, family and loved ones. We can also help you decide if you want to mitigate some of the inevitable taxes! Most of all, having a plan means you can put these thoughts aside and avoid unnecessary worries.
Our event will focus on case studies and examples of how we have worked with clients, alongside other professionals to ensure a smooth and well-planned transition to your beneficiaries. We will look at plans before and what was put in place from a legal and tax perspective. We will discuss how probate works and what we do to help your family and beneficiaries navigate the administration of your Will and Estate.
Sign up for this event on the *Trybooking platform
(We use Trybooking rather than other platforms because it is a local business based in Cumbria)