NOTE: This post is more than 12 months old, and the information contained within may no longer be accurate.
Alistair Cunningham
Research published this week from Foresters Friendly Society and ICM Direct revealed some interesting statistics about Wills:
- 61% of people do not have a will
- 1 in 8 have not reviewed their will for over a decade
- 1 in 10 have a ‘hidden’ will, not notifying beneficiaries where it is
We strongly recommend all our clients have up-to-date Wills, and whilst we cannot prepare Wills or give legal advice, we can explain the broad considerations, and recommend competent local solicitors. I hold affiliate membership to the Society of Trust and Estate Practitioners, and their website can provide a useful resource.
(Source: FTAdviser 5th May 2011)
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Alistair, a founding director of Wingate Financial Planning, specialises in complex client cases, particularly owner-managed businesses, pensions, and retirement planning. He is a member of the Wingate Investment Committee and a Chartered Financial Planner, Fellow of the Personal Finance Society, and member of STEP and the Chartered Institute of Taxation.
