27/05/2026
Excited to now be working alongside Igloo Mortgage 🐝
Last week we welcomed Kristie from The Death Planner to our Poundbury branch for an informative session on the importance of planning ahead when it comes to protecting your family, finances and property.
We discussed:
🏡 Why creating or updating a Will is so important when buying or moving home
📄 How changes in property circumstances can affect existing Wills
🔐 The role of Lasting Powers of Attorney and why they matter
🛡️ Trusts and estate planning options designed to help protect loved ones in the future
These are topics many people understandably put off, but they can make a significant difference when the unexpected happens.
The whole team found the session incredibly useful and we’re pleased to be working alongside Kristie moving forward so we can help point clients towards trusted advice and support in this area.
If you’d like an introduction to Kristie and her awarding winning services - feel free to get in touch 💬