Making a Will

Will writing isn’t something most of us look forward to, but it’s so vital to tick off from our worry list. This session outlines the steps and information needed to help your employees consider their own choices and decisions.

The workshop covers the following subjects:

  • A detailed explanation of the will-writing process
  • What happens if someone does not have a will
  • Options available for making a will
  • Topics such as joint v single assets, living and mirrored wills, trusts and nominations…to name just a few
  • The tax implications of will-making

How do employers benefit?

This course is a really good way to offer employees something fun, engaging and useful. Happy people lead to a more productive, engaged and healthier workforce. Helping people to grab some money skills in a non-judgemental, unbiased and fun way saves them time, money and helps them build a happier future. This in turn reduces stress and absence in your workplace and leads to a more motivated workforce.

We know money keeps employees awake at night. We know they look to employer for help.

What people have said?

Simple, fun and practical – great for all employees – wish I had used these tools years ago!
Helen, Software Manager

This was a great opportunity to look after my own finances (which I never have time to do!), the trainer breaking all the elements down into tips and tools to follow helped me get back on track and feel happier
Jon, Administrator

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Providing easily-understood information to help everyone ‘move forwards’ with their finances. The session is designed to be fun and interactive, and attendees will receive planners to take away to help them become ‘better with money’.