Description

Do you have your will in place? Putting off creating or updating a will could have implications not just for dentists but their loved ones too.

In this episode, Thomas is joined by Stephen Oliver, owner of The Will Company. When Stephen realised that no service truly integrated financial planning with efficient estate planning and will writing, he made a bold career shift to ensure dentists could rest assured that their will and financial plan were aligned. Across his 30+ year career, Stephen has drafted over 40,000 wills. In this episode, he shares how the landscape has changed, requiring intricate planning and regular revisiting, and what key steps dentists need to take to ensure their estate is in safe hands.

They discuss:

• How The Will Company started
• The real dangers dentists face if they do not have a will
• The upcoming legal changes dentists face
• Why collaboration between will writers and financial advisors is key
• Why Stephen advises you should “save first, spend later”
• What planning your estate is really about

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Thank you for listening! 

Our website: wealthwide.co.uk

Read the blog: wealthwide.co.uk/blog/financial-planning-for-dentists 

Contact us: wealthwide.co.uk/contact 

Follow us on LinkedIn: linkedin.com/company/wealthwide-uk 

Follow Thomas on LinkedIn: https://www.linkedin.com/in/dicksonthomas/

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