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

Why IHT on pensions is a huge capital drawdown opportunity for wealth advisers

Why IHT on pensions is a huge capital drawdown opportunity for wealth advisers

'Opportunity for advisers to focus on a new approach to later life financial and tax planning'

Will Hale
clock 19 December 2024 • 5 min read
Octopus Investments unveils IHT and estate planning helpdesk

Octopus Investments unveils IHT and estate planning helpdesk

Aims to provide clarity on tax rules and the legalities of estate planning

Isabel Baxter
clock 16 September 2024 • 2 min read
Lasting power of attorney: Who guards the guardians?

Lasting power of attorney: Who guards the guardians?

'LPAs can be a real asset if used properly'

Adam Matthews
clock 23 August 2024 • 3 min read