Dealing with the financial implications of bereavement

clock

Yellowtail Financial Planning managing director Dennis Hall talks to Helen Morrissey about why he decided to write a guide to putting financial plans in place to deal with the death of a spouse.

Why did you decide to write this book and when is it due to be published? We are going to do a launch for the book, Who Will it Hurt When I Die? on 31 October and it will be available to buy on Amazon as well as via our website. Writing this book has been a long and torturous journey. It started about three years ago when we took a look at our client bank and we realised we had many single women, many of whom were widows. As advisers we have seen the problems these women have had to go through over the years when their spouse has passed away. They can face a lot of problems and we...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Estate planning

Estate planning: Testamentary capacity in the spotlight

Estate planning: Testamentary capacity in the spotlight

'My top tip for futureproofing your will is follow the golden rule'

Nicola Bushby
clock 18 March 2024 • 4 min read
The role of advisers in implementing clients' testamentary wishes

The role of advisers in implementing clients' testamentary wishes

How to avoid challenges to a will after a client death

Elizabeth Sainsbury and Carmen Barragan-Lopez
clock 15 January 2024 • 4 min read
Part of the plan: LPAs are the missing piece of the advice jigsaw

Part of the plan: LPAs are the missing piece of the advice jigsaw

Legislation aims to improve lasting power of attorney system

Justin Rourke
clock 23 November 2023 • 2 min read