Avoiding pitfalls when planning for your future

January 23, 2018

 

Lots of people tell us that they add a child onto their bank account to help them access their money when they are getting older or more frail. Most don’t realise that the contents of that bank account will pass automatically to that child when they die.  This can mean that on your death one child receives all of your money from that account regardless of what your Will says or who else you wanted to leave money to.

 

This is why we strongly advise people to seek advice when making decisions about managing their finances for later life and in planning for death. 

 

These are some of the things we can discuss with you:

  • The best way to make sure your money is managed well if you lose the ability to do that yourself in the future.

  • Reviewing your current arrangements to make sure that you have everything in place correctly.

  • Helping you make a Will to ensure that the right people benefit from your estate when the time comes.

  • Reviewing your Will, if you already have one, to make sure it is still right for you.

  • Discussing other concerns or worries you might have about health care or treatment in later life and what you can do about them.

 

To arrange an appointment to discuss any of these issues, phone 01492 588200 and ask to speak to Carolyn or e-mail carolyn@nelsonmyatt.com.

 

If it is difficult for you to get in to see us at the office then we offer home visits.  Contact us to discuss the best arrangements for you.

 

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*Welsh speaker applies to Katie Baker

Resolution membership applies to Andrew Nelson

 

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