Would those closest to you know where to find your key documents if they needed to?

For most people sorting out their financial paperwork is a job they often put off, but illness and accidents can happen at any time so it’s important to get all your important documents into one place together, for when you or someone close to you may need them. Tracking down important paperwork and making sense of it can be extremely challenging for those dealing with your affairs if there comes a time when you’re not able to do it yourself. Indeed increasingly, it may not be paperwork that you need to find; often important documents are held and stored digitally. This can result in unnecessary stress and can also have far more serious consequences if your assets go undetected.

A simple checklist

It’s a good idea to get all your documents together in one place and keep a record of what’s there to help you and your family.

As a start point, we have created a list for you to check that you have all the important information and then you can start to gather the relevant documents. You can talk to your financial adviser about what level of detail you need to gather and how and where you could store this information in one place safely, so that you or anyone helping you can get their hands on it when you need to.

It won’t take long to do but would make all the difference to you if you forget, or for others who may have to handle your affairs. It can also give you a snapshot of your current financial position and would be a useful aid when having a conversation with your financial adviser too.

Click here to download the checklist.

Paul D Brown, Ascot Lloyd Independent Financial Adviser, on difficult but important moments:

Are you looking for some help? 

If you would like to find out more about any of the areas outlined above or are interested in receiving some advice, please contact Lewis Jones or George Rawlings who are happy to help.

Just click here to make contact.


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