London Office: 020 3755 3235 | Ipswich Office: 01473 384 858 | Email: enquiries@swallow.financial

Have You Provided For Your Digital Estate?

Whilst the law may not have caught up yet, pretty much everyone has a digital estate. There was an interesting case recently where a chap in his Mid 80’s had taken to using an online poker website. Whether by flair or fluke, he managed to accrue £350,000 in winnings unknown to anybody but himself.

Your digital foot print may be small or large but you must tell your trustees and loved ones where to find your passwords, what websites you have and any investments which are digital only. There are websites that can help with this such, as Planned Departure:
https://www.planneddeparture.com/

Or you can simply keep everything in a password protected Word or XL document and tell your executors / trustees where to find it and what the password is.

News

The latest news from Swallow Financial Planning and the financial industry

October Investment Update October 27, 2023

Our predictions for 2023 seem to have been “bang on the money”. Our October Investment Update provides background into our current investment thought ...

How your Pension Expression of Wish can save money September 6, 2023

If you have a Personal Pension and you are in a committed relationship, it is common that you will nominate your partner to receive your pension after...

Investment Bulletin July 2023 July 7, 2023

It has been 6 months since our last investment review. With much unfolding in the interim, we wish to share our current investment sentiment with you....

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry