It's hard enough as it is when someone close to you dies, let alone when they leave a financial mess in their wake. Make sure this doesn't happen to your family.

Subscribe to my Newsletter here 👉 https://james-shack.co.uk/newsletter

📝 Online Wills
Octopus Legacy - http://bit.ly/3K2ZGhK - £90 per will

📝 Online Lasting Power of Attorney
Government Service - http://bit.ly/3HTc4yc - £82 - A little clunky but does the job
Octopus Legacy - http://bit.ly/3Ilr7lH - £120 + £82 registration fee- Guides you through the process and explains the pros and cons of each decision

Financial Planning
I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about our services, please follow this link: https://go.novawm.com/getintouch


DISCLAIMER:
This channel is for education purposes only and does not constitute financial advice. Any opinions or assessments expressed are James’ own opinions or assessments, which are not affiliated with any third party. Any representations stated as facts or views based on such facts are relevant to circumstances applicable at the time of publication. This information should never be relied solely upon to make decisions, and James accepts no liability for any investment actions undertaken by viewers. Please seek regulated financial advice or an advisor if you require assistance. The value of an investment and the income from it can go down as well as up and investors may not get back the amount invested.


James Shack™ property of James Shackell
Copyright © James Shackell 2023. All rights reserved.
The author asserts their moral right under the Copyright, Designs and Patents Act 1988 to be identified as the author of this channel and any video published on it.

00:00 You Need to Watch This
2:14 The Context
3:25 First Mistake
5:24 Second Mistake
8:25 The Estate
11:38 Distributing The Estate
12:39 (Avoiding) Taxes
8:25 The Estate