We want to help you as a beneficiary to understand more about the role and what it means, as well as what your responsibilities are.
Why are Wills, Trusts and Powers of Attorney important?
What are the roles of Executors, Trustees and Attorneys?
What do you do when your loved one passes away?
How can an inheritance impact your own financial plans in the future?
Trusts
Pension Death Benefits
We'll answer all of these questions and more in our upcoming Next Generation webinar.
You'll also receive a free digital copy of our What I Own & Where I Keep It document, which you can keep digitally or print.
Sign up to our free webinar today and we'll send you a follow up email with more information about the event.
If you can't make the live event, we'll send you a recording of the day if you register your details above.
Can you retire in 2024?
Retirement Clinic at Wealth of Advice
Friday 24th November 2023 | 3pm | Wealth of Advice, DH1 1TH
As 2023 comes to a close, have you considered what your plans are for 2024? Could retirement be on the cards for you? Held at our office in Durham, our retirement clinic aims to help you answer those questions.
During the afternoon our financial advisers will explain:
The different types of pension and how to know which one you have
What options are available to you in retirement?
What is an annuity?
What is income drawdown?
How can you leave a legacy behind for your family?
How can financial advice help you?
If you fill in the registration form, we will email you with more information about the Retirement Clinic closer to the day.
Register to attend our next Retirement Clinic
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We will be in touch with more information about the event closer to the time.
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prefer a personal consultation?
book your initial meeting.
Our initial consultations are at our expense, and there's no commitment to stay with us after our discussion with you.
We want to help you get on the right track for your retirement, whether that's travelling the world or spending more time with the grandkids.
We'll be with you every step of the way as your financial partner for life - if you'll have us!
