July 2023

The Standard Will vs Reality: Will Planning for the Complexities of Real Life

Wills are a vital tool in estate planning, however, they are often overlooked and thought of as a simple, one-off, done-and-dusted task. In reality, effective will planning involves much more consideration and areas you may not be aware of to ensure your wishes are met.

In this webinar, hosted by Independent Financial Adviser Marcus Rayer Chartered ALIBF, we are joined by Benjamin Mason • Making Wills and Trusts Accessible MIPW, STEP Affiliate Member, CertPFS, Chief Executive Officer at Kinherit to discuss how wills work as part of the estate planning process in detail, for both day-to-day planning, as well as more challenging scenarios and unexpected life events such as bankruptcy or divorce.

Marcus and Ben also address questions from the audience on topics including executors, lasting power of attorney, property, marriage and inheritance.

For further information please do not hesitate to get in touch and one of our highly qualified Independent Financial Advisers will be more than happy to assist you.

To watch the webinar, please fill out your details below and click ‘submit’

Host

Marcus Rayer Chartered ALIBF

Integrity365

Guest Speaker

Ben Mason MIPW, STEP Affiliate Member, CertPFS

Kinherit