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Wills and Trusts

1 hour
30 mins

Research has shown that around 60% of UK adults don’t have a Will. Without a Will, your money and property may not be left to the people you want.

Not only can this be an administrative headache but it can cause stress and heartache for the loved ones you leave behind.

This session will cover:

  • Why is a Will important?
  • Options for making a Will
  • Inheritance tax and exempt gifts
  • Trusts
  • Powers of Attorney

How do employers benefit?

This course is a really good way to offer employees something fun, engaging and useful. Happy people lead to a more productive, engaged and healthier workforce. Helping people to grab some money skills in a non-judgemental, unbiased and fun way saves them time, money and helps them build a happier future. This in turn reduces stress and absence in your workplace and leads to a more motivated workforce.

We know money keeps employees awake at night. We know they look to employer for help.

What have people said?

Very informative webinar, I really enjoyed it. It’s given me lots to think about now.
Workshop attendee

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    Providing easily-understood information to help everyone ‘move forwards’ with their finances. The session is designed to be fun and interactive, and attendees will receive planners to take away to help them become ‘better with money’.