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’s a document to record your wishes in a formal way.

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The form has been submitted

Thank you for this confirmation to invest additional funds to your ISA. We 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.