Oct 19, 2018 | MARIE SMITH
At the beginning of 2018 it was reported that nearly two-thirds of UK adults don’t have a will1. That’s two-thirds too many when faced with the prospect of their money, property and other assets being automatically inherited by someone they didn’t choose.
Perhaps getting a will was on your to-do list at the beginning of the year. 10 months in, you can ask yourself; have you done anything about it? At Cooper Parry Wealth we don’t just focus on one aspect of your personal finances, we look at everything, including legacy planning. We always encourage you to create a will or make sure your existing will is up to date. Here are the top 5 reasons why:
1Independent January 2018
The Financial Conduct Authority does not regulate personal tax advice. Tax thresholds, percentages and tax rates are in line with our current understanding of HMRC legislation and are subject to change. Taxes are dependent on individual circumstances.
This communication is for general information only and is not intended to be individual advice. It represents our understanding of law and HM Revenue & Customs practice as at 14 August 19. You are recommended to seek competent professional advice before taking any action. The value of investments and the income from them can go down as well as up, and you may get back less than you originally invested. Past performance is not a guide to the future. The investments described are not suitable for everyone. This content is not personalised investment advice, and Cooper Parry Wealth can take no responsibility for investment decisions you may make as a result of this information. Tax and estate planning advice are not regulated by the FCA.
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