We have never found a better name for this service, so we call it what our clients call it. The tin box service.
You know that list? The list of all your bank accounts, share certificates, investments, premium bonds etc that you update and put in a tin box every now and then so that your spouse or your children know how to administer your affairs when the time comes.
Your legal adviser will have a copy of the Will, but bank accounts (etc) change too frequently to keep a list with the Will. The information on that list is our expertise as financial planners.
Give yourself the peace of mind of knowing that we can pass on your information for you and we understand the investments. Ask about Parsonage’s Tin Box Service, which includes
- going through the list with you, to make us aware of any unusual requirements,
- retaining the information you supply in a secure and backed-up system,
- supplying the list to your executors, along with any specific instructions. We will also assist them if they ask for our help, but they are not obliged to engage us.
Tags: Financial Planners, Investments, Lymm, Parsonage, Peace Of Mind, Premium Bonds, Share Certificates, Tin Box, Tin Box Service
