Acted for me since 1998. Great ability to look at the bigger picture and always with my interests uppermost. Well connected and typically brings other professionals in to the advice process
Swedish 'death cleaning'
It’s the Swedish art of decluttering, then tidying up possessions..
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Lumber Up, Limbo Down, Here’s Your Introduction To ‘döstädning’
It’s about decluttering during your lifetime, and preparing the way, to make things as easy as possible for the loved ones you will one day leave behind
There’s no good time to do it but, when it’s done, you’ll likely feel liberated to get on with your best life, and with living it
You’ll be rid of the things that don’t matter, leaving you to focus on the things that do
Everything connects to everything else
– Leonardo da Vinci
Döstädning is the Swedish phenomenon where older folk, and their families, get their affairs in order, but it works for everybody and, you know what – its beyond sensible.!
It’s about how to deal with things you’ve bought, inherited or otherwise acquired, which you don’t use, and likely don’t know what to do with, and may never use. It’s just a practical and useful activity, however old you are, and at whatever stage of life you’re at
We cannot solve problems with the same thinking we used to create them
– Albert Einstein
You’re dealing with the baggage of life rather than leaving it for your children to do. It’s not an exact science, it’s not rigid, and it’s a different process for everyone
It’s easy to be liked, much harder to be respected
Over 35 years of later-life planning, one recurring theme is that people want their family and loved ones to remember them as an organised person. Someone who was thoughtful and wise
New thoughts are bound to collide with old ideas
Things that were useful to you and to previous generations may not be useful, or valuable, to your children. Inheriting these sorts of things really can be a burden
Maybe it’s time to take a pace back, put yourself in the shoes of the recipient and think, ‘OK, so what am I gonna do with this?’
More pertinently, will your children place the functionality of your favourite commode ahead of the £1,500 it’s worth on eBay?
Like it or not, they’re probably gonna sell it in 18 months anyway!
Time is a stubbornly persistent illusion
– Albert Einstein
Deal with it as you will, but the fact is we’re all going to die, so we have to find a way to deal with the inevitable
There’s no ‘i’ in denial. No, there isn’t!
Three elephants
There are three elements to consider:
Physical
For all your ‘stuff’ the decision process is binary – is this item useful in my life? Will it (really) be useful to my children? Then go read, comprehend and act on
‘Inheritance Tax planning’ for everything of value
Digital
Your real life and your digital life, become more entwined every day, and it’s vital you have a plan for your Digital Estate when you die It’s spelt out for you in ‘Digital estate planning’
Financial
Legacy planning is relevant to those who want to pass on to their children, and to their grandchildren, the assets they have worked for in their lifetime. We’ve got it covered in
‘Legacy Planning’
Mental health and wellbeing
Freedom from a lifetime of stuff, and an uncluttered home, might even reduce stress. Maybe it’ll help with focus, and mental health too
The very principles of ‘essentialism’ are that by doing less you achieve more. Essentialists believe that the most important things in life are health, family and general wellbeing. They believe that anything not aimed at those goals, or embracing them, should be avoided at all costs
The very act of planning, organises you to meet the surprises of the future more nimbly
Knowing that your plans are solid allows you to be more carefree and spontaneous
There is a voice that doesn’t use words..
– Rumi
Going through a family member’s ‘stuff’ is heart-breaking, and you can save your loved-ones from that, by doing it for themInvolve your family in the process, or not, as you choose. Then go live your best life, whether it’s weeks, months or many years..
What our clients say
Patrick Trant, Chairman, Trant Engineering Ltd
5/5
I have been a client for more than 10 years throughout which time I have found them to be professional and competent, operating as part of a team with a wide knowledge of tax and related planning. They put my interests first and are particularly good at explaining technical subject matter in a straightforward way
Anthony Mowatt, Chairman, Keystone Legal Ltd
5/5
In almost twenty years of working for us they have acted with honesty and integrity as one of our trusted advisers. We are always treated as important and nothing is too much trouble
John Reilly, Managing Director, John Reilly (Civil Engineering) Ltd
5/5
Worked for me for more than 15 years on a variety of projects, large and small. They are particularly adept at using applied knowledge and expertise to work with their network of professionals to deliver my goals. I have found them very easy to work with and happily recommend them to others
John Clark, Managing Director, T Clark & Son Ltd
5/5
Having been a client for around 20 years, they have assisted us many times, always putting our interests first. They have always acted with honesty and integrity. With a wide network of professionals an answer is always found to whatever problem has been presented to them.
Richard Mancey, Managing Director, Paultons Park Ltd
5/5
In almost twenty years of working for us they have acted with honesty and integrity as one of our trusted advisers. We are always treated as important and nothing is too much trouble
John Reilly, Managing Director, John Reilly (Civil Engineering) Ltd
5/5
Clients we work with
Next Steps
Here's What You Likely Will Do:
Jump back on Google, search ‘Legacy Planning’ or ‘Inheritance Tax Planning’, procrastinate, get busy, get side-tracked, do the square root of not much, and hope your existing advisor gets cleverer before you die..
Here's what you must do:
Listen, really listen, to Stairway to Heaven by Led Zeppelin HERE then..
Book a FREE legacy planning hour, directly with the piper, right NOW
Remember:
The Will of one affects the lives of many
by Atomic