Life Legacy
Roadmap Course
If there is one valuable lesson that came to light during the pandemic, it is that the wellbeing and security of our family is one of the most important things in the world.
Evidently health has been a key concern for us all, but for many of our clients their focus has turned to the future financial security of their loved ones. Will their family’s inheritance be penalised by hefty taxes? Could their intended wealth be lost through divorce of care fees? Is their existing strategy enough to guarantee their intentions and provide them with a sufficient income for later life?
COVID-19 made many of us feel uncertain about the future, and many of us are concerned about the future financial impact it could have on our family’s future security. Whilst life may feel rather precarious at the moment, it is in fact the perfect time to reflect upon what you have in place and look to implement a suitable strategy to ensure that your wishes are brought to life.
When we talk about inheritance and legacies, we often hear a huge number of concerns about the levels of complexity involved in creating a suitable and sustainable estate plan. To help bring some clarity, clear-cut answers and confidence to this topic, we have created the Life Legacy Roadmap: a free course that will help you to assess what is needed to create fulfilling later life and a long- lasting legacy.
