“Life is very simple, but we insist on making it complicated.”
Confucious
Many clients, often one of a couple who takes more interest in the finances than the other, worry about what will happen to their partner on their death. Having a trusted financial planner (and an up-to-date plan), allows them to be confident that, in the event of their death, their partner will be well cared for financially and that their affairs are in order. Probate too, is a far easier process when everything is organised.
Most people would like to feel that they will, in some way, leave behind a lasting legacy. For some, that can mean spending time and money supporting their philanthropic works and for others it may mean passing on wealth from one generation to the next. The proposed 2015 legislation has created an opportunity to pass on wealth to future generations in a tax effective manner, for example. Again, financial planners can play an important role in helping clients to make decisions surrounding such issues.
Would you like to know more? Contact Simon Cole on 01935 709364 or email
simon.cole@
oldmillgroup.co.uk In conclusion
It is easy to forget when you meet with your financial planner for your annual review meeting that the scope and value of the relationship is far deeper and more important than worrying about the 12-month market noise that has resulted in your portfolio going up and down, or the fact that neither your portfolio nor the plan has changed much.
Meeting your goals, feeling confident in the future and having the time to enjoy the opportunities that your money provides you, your family and your community are what really matter. Delivering ‘peace of mind’ may sound a bit trite, but that is the goal, consequence and value of great financial planning.
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