Get INSTANT access…
Answer some simple yes or no questions to find out the complexity of your Estate and get some actionable tasks to get everything your loved ones will need in place.
► We list out all your Estate Essential Documentation to enable easy transitions in should you lose capacity or pass away
► Find out what you need to think about to manage your online data and passwords
► We cover all the things you need to have together wether you have a standard Buy to Let, House of Multiple Occupation or Serviced Accomodation…
► And best of all we only list what you have personally in your portfolio.
► All with no worry or guilt inducing tactics! Vikki is a Property Investor herself, she knows how daunting this can all be!
► Secure your property legacy for the long term and BE THE LEGEND we all know you are
► Leave them with a Dream Legacy not a Financial Nightmare.
Trusted Professional Advice:
Here’s what you’ll get when you request a personalised playbook:
01
Property Legacy Complexity Score – How complex is your Estate and how difficult would it be to manage
02
Estate Essentials Checklist – all the basics covered, including digital items and passwords
03
Property Portfolio Checklist – tailored to your own options BTL, HMO, SA, Lease Options, R2R
04
Business Checklist – everything you need to consider if you run your own business
05
Other investments – pass on Stocks, Pensions & Crypto with ease and make sure they get every penny
Personalised Advice
Are you ready to be remembered as a Total LEGEND?
Don’t let overwhelm and contradictory information stop you from securing your legacy.
Grab your personalised play-book and form a Property Legacy that will leave your loved ones wondering how you managed to be so caring and thoughtful!
60% of adults in the UK don’t have a Will, so the fact you’re even thinking about how to best help your family, makes you an outstanding individual.
Now lets finish the job – get your personalised action plan TODAY!
Things you might not know about Probate…
(That’s what they call the process of sorting out all your finances after you pass away)
60%
Of Adults in the UK don’t have a Will
97%
Of Probate Solicitors ask loved ones for info or documents
80%
Know little or nothing about probate
87%
Found Probate Administration Stressful
★★★★★
“Thank you for creating such a valuable framework for Landlords like me!”
Your professional advice coupled with your hands on experience as a landlord is completely invaluable. I had been looking for a good Estate Planner for years, but none of them really understood all the plates I had spinning – and I was so overwhelmed when trying to explain things.
Being a self-managing property investor I did worry that my family wouldn’t cope if anything happened to me, but I finally have all my ducks in a row – now I get off on holiday whenever I want and actually switch off completely!
MICHELE BROPHY – Property investor with 4 Buy-to-Lets
Are you ready to have a better understanding of the generational wealth you’ve worked so hard for?
What’s not included?
There’s only one part of the puzzle you really shouldn’t DIY… your Essential Documents.
Now these personalised checklists are just that… lists. And the most important thing to do with a list? ACTION THEM.
Now of course you can use online templates to get your will together and Lasting Powers of Attorney’s are essentially a form you fill in and print out.
You can also cut your own hair, and do all your own tax returns… but most don’t. (I mean I won’t look at some photos from lockdown when my husband cut my hair! ha!)
Unfortunately – if you have a portfolio of properties (I’m talking 3+ rentals) or a business – you need professional advice
► You need a proper Will – so everything goes to the right place (not one of these online templates, and don’t even enquire about a free Will – they’ll tell you to get lost – and then ask if your Granny needs a Will)
► You need a Power of Attorney – so someone can manage things if you lose mental capacity
► You do not need Life Insurance to cover your whole portfolio (unless you want it of course!)
► You do need a plan – it’s only fair for your loved ones, and not forgetting your tenants
BUT – what I will guarantee is that you will get massive value from these checklist and an deeper understanding of why you shouldn’t leave your final chapter to chance.
Less than 4 out of 10 Adults have a Will
But don't worry... we know it's never the right time to sort all that out.
Get in touch to find out more about our specialist legacy framework for ensuring continuous worry-free generational wealth.