No one wants to think about what might happen when they’re no longer around. But making a Will and discussing it with your family can clarify your plans and help family members prepare for the future, particularly younger generations.
Do you have a Will?
If you don’t have a Will (or need to update it) you can choose to write your own Will, or get help from a Will Writing service or a Solicitor. There are many reasons to ask for advice when writing your Will, such as:
*Please note Wren Sterling does not offer Will Writing advice but we have professional partners that offer this service
If you’d like to discuss your will, and the provisions you’ve made for your family and friends, get in touch with one of our advisers.
We’ve teamed up with Private Client Online to help you with your estate planning. Enter your instructions on their simple to use step-by-step online portal, and receive a professionally drafted Will from their solicitors.
Wren Sterling clients also receive a 20% discount.
Self-employed workers tend to have lower levels of pension savings, and a greater reliance on the State Pension. Changes to thresholds may mean that some are at risk of losing their state pension.
We take a look at the finances of three fictional heroes from the UK and discuss how financial planning could help them. While we had a lot of fun writing this article, it highlights several specialist areas of financial advice, and how versatile an adviser’s toolbox can be.
How much you will need for retirement depends on you. But if you’re wondering how much to save in your pension, or whether you can afford the kind of retirement you’d like, you can calculate what roughly you’ll need to save today for a comfortable retirement tomorrow.