Beyond the will: Planning for peace of mind

Knowing you need to "sort your affairs" is one thing. Knowing where to start is another. Financial well-being often focuses on pensions, savings and budgeting, but protecting your wishes and your loved ones is just as important.
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Life changes quickly, whether it’s buying a home, getting married, having children, changing jobs or planning retirement. Your legal documents should evolve with you.

In this practical webinar, we'll explore the key legal documents every adult should consider, helping you understand the difference between Wills, Lasting Powers of Attorney (England & Wales), Powers of Attorney (Scotland) and Pilot Trusts.

What you'll learn:
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• Which life events should prompt you to write or review your Will
• Common misconceptions that could leave your family vulnerable
• When you should consider a Lasting Power of Attorney or Power of Attorney
• Why employees with workplace death-in-service benefits may benefit from a Pilot Trust
• How to identify the right solution through our free 15-minute consultation