When I’m Gone Personal File

Writing a Will is a priority during the financial planning process, but the softer aspects of how your estate should be dealt with if you die, could be seen as equally as important. Hence, here is a document to record your wishes in a formal way.

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Thank you for this confirmation to investment additional funds to your ISA. Your adviser will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.

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