10 things to do before you die in 60 really useful minutes February 8, 2013

10 things to do before you die in 60 really useful minutes

1. Ensure your dependents do not suffer a financial loss on your unexpected or premature death.

2. Protect yourself against contracting one of around 45 critical illnesses like cancer, stroke, heart attack, ms, Kidney failure etc.

3. Set out how you wish for your estate to be distributed on death.

4. Appoint attorneys to manage your health and financial affairs if you are unable to look after or support yourself.

5. Build up capital in a tax efficient environment to provide a future fund that can be used to deliver your ideal retirement lifestyle.

6. Decide where to hold this capital cash, stocks, bonds, currencies, commodities.

7. Look at the risks associated with each asset class and how they work and performs.

8. Agree a time when risk will be removed entirely or reduced from your built up capital to secure an income for life at retirement.

9. Consider how the need for long term care may affect your entire plan if planning hasn’t taken place.

10. Explore how your assets can ultimately pass to chosen beneficiaries as tax efficiently as possible.

All this plus hear how Wilcocks deliver this all within an award winning system…

• W&A provide an innovative, interactive service with each client being given their own private website to store, view and manage all of their investment and financial information in one place. This delivers a paperless and efficient financial management solution.

• The system delivers a real time valuation of an entire investment portfolio, if one exists, every time the system is accessed. This allows their clients to remain in tune with their financial position at all times. Clients no longer need to wait for annual paper statements from various financial, pension and investment companies, with all data online 24/7 at the touch of a button.

• The system allows their clients to interact with W&A, when convenient for them, through secure messaging facilities. This delivers a safe, consistent and alternative line of contact to email or post and keeps all private financial information in one place.

• W&A clients get a free supporting Smartphone Application on IPhone, IPad, Blackberry, Android & HTC providing access to the system anytime, anywhere. This allows their clients to stay in touch with us whilst at home, at work or on the go.

• This unique award winning system has a 128 Bit 5 layer socket security protection system which means W&A clients information is protected in the same way as their on line banking.

Official Website: http://www.liverpoolchamber.org.uk/eventitem.aspx/show/620