Whether living abroad as an expatriate or living in the UK, planning for education and retirement is a vital financial matter. With so many expats in touch with financial advisers, it comes as a surprise that so many haven’t had their estate put in order through the form of a will.

Without a will your estate will more than likely be forced to pay more inheritance tax than necessary, which would in turn mean that less of what you have spent all of your working life building up would be passed to your chosen beneficiaries. Further to this, your estate and assets may be disposed of in a way that does not adhere to your wishes. Whether you are an international investor living abroad or living in the UK, you do not want to leave your succession unplanned.

The deVere Group has formed a close alliance with Flint Bishop, one of the UK’s top law firms in order to offer a service to our clients for all UK based assets wherever in the world you may reside. Flint Bishop’s service is delivered by a team of specialists who are widely recognised as leaders in their field. You can be confident that your will accurately reflects your wishes, giving you the peace of mind you deserve whilst ensuring that your family has been taken care of.

In order to make the process even easier for our mutual clients, Flint Bishop is even able to help arrange your will through their comprehensive online will writing service. Whether your will is straightforward or contains very complex requirements, their online will service can assist you at anytime, anywhere in the world. Your will will be prepared within 7 to 14 days of receiving instructions and then will be posted directly to you for signing.

As an expat expert, I am on hand to help with all of the above and more.

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Mike Coady is an award-winning financial expert and a well-known leader in the financial industry.

Having taken two of his previous firms to Chartered Status in the UK and also achieved the prestigious National IFA of the Year Award – Highly Commended.

Mike is qualified to UK Financial Conduct Authority (FCA) standards, a member of the Chartered Insurance Institute, a Fellow of the Institute of Sales Management (FISM), and a Fellow of the Institute of Directors (FIoD).

Blog published by Mike Coady