When a partner dies – a helpful guide
The death of a spouse or partner is always a distressing and difficult event. Suddenly, amid the grief and shock, there are dozens of things that need to be done, ranging from organising the funeral to returning the deceased’s driving licence.
This guide offers a helpful overview of what needs to be done. The affairs of any individual can be complex and wide-ranging, so a guide like this cannot claim to be exhaustive, but the general principles apply to everyone and we hope that it will provide a useful summary of the many things to consider.
Remember, the Fiske team is available to support you and your family however we can. This guide includes details of specific things we can help with. Do contact us if you need our help.
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This article is a general communication being provided for informational purposes only. It is educational in nature and not designed to be taken as advice or a recommendation for any specific investment product, strategy, plan feature or other purpose in any jurisdiction, nor is it a commitment from Fiske plc to participate in any of the transactions mentioned herein. Any examples used are generic, hypothetical and for illustration purposes only. This material does not contain sufficient information to support an investment decision and it should not be relied upon by you in evaluating the merits of investing in any securities or products. In addition, users should make an independent assessment of the legal, regulatory, tax, credit, and accounting implications and determine, together with their own financial professional, if any investment mentioned herein is believed to be appropriate to their personal goals. Investors should ensure that they obtain all available relevant information before making any investment. Any forecasts, figures, opinions or investment techniques and strategies set out are for information purposes only, based on certain assumptions and current market conditions and are subject to change without prior notice. All information presented herein is considered to be accurate at the time of production, but no warranty of accuracy is given and no liability in respect of any error or omission is accepted. It should be noted that investment involves risks, the value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements and investors may not get back the full amount invested. Both past performance and yields are not a reliable indicator of current and future results. Fiske plc is authorised and regulated by the Financial Conduct Authority and is a Member of the London Stock Exchange. FCA Register No: 124279.
