If it has been quite a number of years since you had a will drafted, it may be time to review it. Your circumstances may have changed or you might have acquired more assets or sold some.

If you want to ensure that your estate is left to the right people you intended, then chat to your adviser without delay.

• Have you bought a house or changed houses?
• Have you bought a vacation property?
• Have you started saving for retirement?
• Have you increased your investment portfolio?
• Have you married or divorced?
• Do you have children now?
• Have you started a business?

The above are only a few of many possibilities, but answering yes to any could mean your will is out of date.

Also, being an expat and a global citizen, it is even more important to have a will in place to take care of your loved ones’ inheritance. You are most likely residing in a different country and it could have different laws when it comes to death and inheritance distribution.

Without a will, you are handing over your last wishes to government regulations and laws. They will distribute your estate according to the country laws and your family could end up with very little, or your estate could go to other family members.

If your circumstances have changed, then It might be good time to review your will. Don’t delay.  Consult with your deVere advisor to help review your will or make use of deVere’s online wills portal.     [email protected]

 

Please note, the above is for education purposes only and does not constitute advice. You should always contact your deVere advisor for a personal consultation.

* No liability can be accepted for any actions taken or refrained from being taken, as a result of reading the above.