Wealth Preservation Matters
Which is exactly why we’ve rebranded our Private Client team name to reflect how our wealth preservation specialists here at Greenwoods GRM can help you.
We’ve also taken the opportunity to rebrand our regular email updates.
If you would like to sign up to receive our updates please click here.
This month’s edition suggests four things you might like to think about in May.
Review your Will
Making a Will is perhaps one of the most important financial decisions you can make, whether that’s making one for the first time or reviewing and updating an old one. You read more about the things you need to think about here.
Don’t let it gather dust, make sure it’s up to date and reflects your current wishes.
Make an LPA
Being unable to make financial or health decisions for yourself is not something any of us wants to face.
Making a Lasting Power of Attorney provides you with the reassurance that the people you trust to look after or assist you, have the legal authority to do so. Here’s some helpful guidance.
List digital assets
Many of us are using our time at home to focus on those jobs we’ve been putting off. It could be a good opportunity to make an inventory of your digital assets. Our update about electronic assets might be helpful too.
11-17 May sees ‘Dying Matters Awareness’ week which puts the importance of talking about dying, death and bereavement firmly on the national agenda. So if there are conversations you need to have about the future, this awareness week might just help. Here’s more.
Robert Dillarstone, Managing Partner said: “We are lucky to have a Wealth Preservation team made up of so many talented individuals who all deliver exceptional levels of client service and outstanding technical advice. Clients are in excellent hands and our new name reflects this much better than our old one.”
We hope you are staying safe in these unusual times. We’re here to help and are finding innovative ways to enable you to continue to access our services whilst protecting everyone’s wellbeing.
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