Organising Your Personal Affairs

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You never know what is around the corner and in the event of an unforeseen happening, it is vital to have important personal details close to hand. With this in mind, view the The Personal Affairs Checklist which allows you to record your personal information on one document.

The checklist comes in three parts:

Section 1 gives information about your key advisers, location of your will, funeral arrangements.
Section 2 gives information about your Bank/Building Society Accounts and Insurance Policies.
Section 3 gives information on your employer, any directorships and your local tax office.

As part of our continuing commitment to support our clients, we are always happy to discuss any concerns or issues you may. CONTACT 01280 823030.