We all have to do life admin, but some tasks feel far heavier than others. And so, many of us avoid doing them altogether. Whether it’s having an up-to-date Will, nominating your pension beneficiaries, or figuring out who you’d want to act on your behalf if something were to happen, this is the kind of life or death admin many of us run from - until we can’t!
In this episode of A Little Bit Richer, our host Iona Bain is joined by Mike Hiner, who’s an estate planner from Strategic Asset Protection.
Together they discuss the practical steps, common misconceptions and the small actions you can take now that will make a huge difference for the people you would leave behind. From choosing who you’d like to benefit from any cherished possessions and savings to ensuring the paperwork is legally binding - we are making the conversation around this important admin feel a little less overwhelming.
You can find Mike on TikTok @theassetprotectionguy
Iona and her guests share their own personal thoughts and opinions in this podcast. These might be different from L&G’s take on things. They give financial guidance for a UK audience that’s relevant at the time of recording. It’s general best practice, not the kind of personalised advice you’d get from a financial adviser.
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