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Wills and Estate Planning


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A little bit of advice for you ... When someone is diagnosed with dementia they are exempt from paying council tax, just a form to fill in and you may even get a rebate. If you want to know what els...

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This is a video provided by Royal London to encourage Financial Advisers to look at adding Wills to their service as part of a "holistic advice approach". We have provided Wills now for 6 years to our clients along with other estate planning services. He "opens the door to a protection policy" which is a bit salesy - Who wouldn't want to leave a lump money for their family to use? The bit that got me is the stat's that came with it:

"73% of UK adults don't have a will

The research revealed that 73% of 16-54 year old's don't have a will, while 64% of people over the age of 55 have made their final wishes clear in a will. The research also found that men are more likely to have a will and keep it updated than women.

When you consider that the average age for our life cover claims was 53, putting it off until later could be a huge mistake"

Have you got your Will yet? email advice@dartmoorfinancial.co.uk to get started. #dartmoorfinancial #goodadvice
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Contact us on 01822 615502 or email advice@dartmoorfinancial.co.uk