
Sign up to save your podcasts
Or
Joining us in the booth this week is Deborah a practicing Solicitor in England and Wales with over 27 years legal experience, a Certified EU-GDPR Practitioner and a certified Will writer.
In this episode we discuss:
🔗 Connect with Deborah:
Website: https://deborahbowerswillwritingservices.com
Youtube: https://www.youtube.com/@deborahbowers
📚 Grab a copy of Deborah's book
How to write a Tax Efficient Will: https://amzn.to/4dBnuUM
➡️ Follow Savvy Wallet on:
Instagram: https://www.instagram.com/savvywallet
TikTok: https://www.tiktok.com/@savvywallet
🎥Watch on Youtube
Check out: https://www.youtube.com/savvywallet for the video version
📩 Sign up to my mailing list to be the first to know about upcoming events:
http://eepurl.com/hJEcLL
Check out our partner who is offering an Instant Savings Account Earning 4.07% AER Variable for your Business:
Tide - https://tide.onelink.me/IS48/SavvyWallet
T&Cs Apply.
Check out our partners who offer Stocks and Shares ISA and more:
⚡️Trading 212⚡️
Get a FREE fractional share worth up to £100 when you open an ISA or invest account and deposit at least £1, using my link: https://www.trading212.com/join/SAVVY
If you don't get the free share automatically after depositing £1. Use the code "SAVVY" in the promo code box. You can use this code for up to 10 days after opening the account.
When investing, your capital is at risk. Tax treatment depends on your individual circumstances and regulations which may change. Other fees may apply.
⚡️Hargreaves Lansdown ⚡️
http://hl.7eer.net/B0mz50
Capital at risk
⚡️Interactive Investor ⚡️
https://prf.hn/click/camref:1101l3RTLM/ar:SW
Capital at risk
Some of the links are affiliate links which means that we will receive a small commission if you make a purchase, however there will be no additional charge to you.
TIMESTAMPS
00:00 - Preview
00:52 - Intro
01:25 - Meet Solicitor and Will Writer Deborah Bowers
02:40 - Growing up in St Lucia
05:51 - Working as a crown prosecutor for 9 years
11:37 - Why I started writing wills for people
17:27 - You can put assets in your will that are not yours yet
20:33 - How to save up to 40% inheritance tax!
30:01 - What’s a Will and why you NEED it?
34:05 - The different ROLES in a Will
38:31 - How a will can make you more tax efficient
46:05 - Horror stories about Wills to avoid!
47:39 - Can someone write a will on your behalf?
50:39 - Steps to getting will created today
56:22 - When should you update your will?
57:32 - The different type of trusts? and why you need one!
01:04:36 - How to write a tax efficient will book
01:08:21 - Final words
Learn more about your ad choices. Visit megaphone.fm/adchoices
Joining us in the booth this week is Deborah a practicing Solicitor in England and Wales with over 27 years legal experience, a Certified EU-GDPR Practitioner and a certified Will writer.
In this episode we discuss:
🔗 Connect with Deborah:
Website: https://deborahbowerswillwritingservices.com
Youtube: https://www.youtube.com/@deborahbowers
📚 Grab a copy of Deborah's book
How to write a Tax Efficient Will: https://amzn.to/4dBnuUM
➡️ Follow Savvy Wallet on:
Instagram: https://www.instagram.com/savvywallet
TikTok: https://www.tiktok.com/@savvywallet
🎥Watch on Youtube
Check out: https://www.youtube.com/savvywallet for the video version
📩 Sign up to my mailing list to be the first to know about upcoming events:
http://eepurl.com/hJEcLL
Check out our partner who is offering an Instant Savings Account Earning 4.07% AER Variable for your Business:
Tide - https://tide.onelink.me/IS48/SavvyWallet
T&Cs Apply.
Check out our partners who offer Stocks and Shares ISA and more:
⚡️Trading 212⚡️
Get a FREE fractional share worth up to £100 when you open an ISA or invest account and deposit at least £1, using my link: https://www.trading212.com/join/SAVVY
If you don't get the free share automatically after depositing £1. Use the code "SAVVY" in the promo code box. You can use this code for up to 10 days after opening the account.
When investing, your capital is at risk. Tax treatment depends on your individual circumstances and regulations which may change. Other fees may apply.
⚡️Hargreaves Lansdown ⚡️
http://hl.7eer.net/B0mz50
Capital at risk
⚡️Interactive Investor ⚡️
https://prf.hn/click/camref:1101l3RTLM/ar:SW
Capital at risk
Some of the links are affiliate links which means that we will receive a small commission if you make a purchase, however there will be no additional charge to you.
TIMESTAMPS
00:00 - Preview
00:52 - Intro
01:25 - Meet Solicitor and Will Writer Deborah Bowers
02:40 - Growing up in St Lucia
05:51 - Working as a crown prosecutor for 9 years
11:37 - Why I started writing wills for people
17:27 - You can put assets in your will that are not yours yet
20:33 - How to save up to 40% inheritance tax!
30:01 - What’s a Will and why you NEED it?
34:05 - The different ROLES in a Will
38:31 - How a will can make you more tax efficient
46:05 - Horror stories about Wills to avoid!
47:39 - Can someone write a will on your behalf?
50:39 - Steps to getting will created today
56:22 - When should you update your will?
57:32 - The different type of trusts? and why you need one!
01:04:36 - How to write a tax efficient will book
01:08:21 - Final words
Learn more about your ad choices. Visit megaphone.fm/adchoices
48 Listeners
81 Listeners
63 Listeners
11 Listeners
43 Listeners
122 Listeners
7 Listeners
6 Listeners
21 Listeners
14 Listeners
13 Listeners
4 Listeners
37 Listeners
1 Listeners
11 Listeners