Death isn't something most of us want to talk about or think about. And why would we?
But what we DO want is for our loved ones to be looked after when we're gone.
And yet, nearly half of us do not have a will or even a plan for our estate when we die. It is something many just do not get round to - despite knowing that we should.
We have developed a system that works and we help our clients to take care of this very important part of their life, before it is too late.
We regularly see them have 'a-ha' moments when they learn what could happen to their money after they die, if they do not put a robust plan in place.
We help them see how inheriting money could negatively affect their other sources of income, such as their benefits. We explain what needs to be done to empower their spouse (not the Government) to access their finances if they become incapacitated.
After working with us, our clients tell us they feel like a weight has been lifted and that they can sleep peacefully at night thanks to Squiggle - and we love knowing we have helped take care of such an important part of their life.
