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Last Updated: 13 Jun 23 60 min watch
Kicking the bucket. Popping your clogs. Pushing up the daisies.
No matter how much we tiptoe around saying it, we can’t ignore the fact that two things are inevitable in life:
But it’s really important stuff. Because for surviving family and friends who are struggling to cope with their loss, knowing a paraplanner or adviser has a posthumous plan of action for a client’s money when they die, avoids a wealth of unnecessary distress, doubt and anxiety.
In fact, getting it right has the potential to be one of those ‘moments of truth’ for clients – the kind of support that they never forget and are grateful for years later.
Barrie Dawson (Technical Manager, M&G Wealth)
Getting it right has the potential to be one of those ‘moments of truth’ for clients – the kind of support that they never forget and are grateful for years later.
58 minute video (approximately)
By the end of this session, you will be able to:
We consider a whole variety of taxes – including income tax, inheritance tax and capital gains tax – as well as administrative issues such as probate.
And we point out essential planning tips for paraplanners as we go.
So you can evaluate the:
The big idea is that, next time one of your clients gets in touch to say someone close to them has died, this Assembly will help give you the confidence to say: ‘Please don’t worry about anything. I can help.’
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