Will Writer shares some shocking truths...

Join us this week on The Investors Corner podcast as we delve into a topic that is both inevitable and often neglected: Death.

In this episode, we are joined by Jamie Shepherd, a Will Writer and the founder of Soteria Planning. Jamie shares his insights on why some individuals choose not to write a will, and the profound implications this decision can have on their loved ones after they pass away.

Jamie has been actively involved in the Estate Planning industry since 2017 and established his own company in January 2020. As a full member of the Society of Will Writers, he collaborates directly with clients to ensure their desired protection. Additionally, he works alongside Accountants, Mortgage Brokers, and Financial Advisers, enabling them to offer comprehensive services to their clients.

During our discussion, we explore the following key points:

• Are you unknowingly neglecting your loved ones' needs by not planning your assets properly?
• Dispelling the myth of the "Million pounds" inheritance tax
• What happens to your assets if you pass away without a valid will in place?
• The top five common mistakes to avoid when drafting your will

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Your hosts for this episode are Andy Brown and Ian Macbeth.

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