Download our White Paper Getting Under the Hood of Employee Financial Wellbeing'
In collaboration with Umbrella Wellbeing we cover the psychology influencing financial wellbeing, the impact of financial stress on employees and the link to productivity.
Info hub
A collection of resources on financial wellness and estate planning for a financially resilient future.
A New Opportunity for charities
For many charities, bequests and legacies left by donors (gifts left in Wills) provide a significant portion of their funding, and with a wealth transfer estimated in the trillions on the horizon, the potential impact is enormous with charities having a unique opportunity to tap into this potential source of funding.
Leaving a Personal Legacy in Your Will
Leaving your estate to your family and friends is the most common way of distributing your assets after you pass. However, in recent years it has become more and more common for individuals to reflect their personal values in their Will and leave their own legacy by gifting parts of their estate to charities.
To Will or Not to Will?
If you’re wondering ‘when’s the right time to get a Will?’ or ‘what happens if I pass away without one?’ we’ve got you covered. Find out the basics of what a Will is, why you need one and when to get one.