A Festive Approach to Protecting Your Estate: December with Soteria Planning ??

Welcome to the December edition of the Soteria Planning Newsletter, your trusted source for expert guidance on estate planning, wealth protection, and securing your family’s future.

This Christmas, we’re blending festive cheer with essential advice to help you protect your legacy and plan for the new year ahead. ??

Firstly, a Christmas message from our Founder Jamie Shepherd :

?? The Role of a Will: Your Christmas Gift to Loved Ones

A will isn’t just a legal document, it’s a gift of clarity, peace, and love for your family.

In this insightful video, our experts explore why creating a Will is one of the most thoughtful things you can do this season.

Watch the video here.

? Heartwarming Testimonial: Planning with Purpose

This December, we’re proud to spotlight the heartfelt stories of those we’ve had the privilege to support on their Estate Planning journey.

For these clients, having their affairs in order has brought a profound sense of relief and peace of mind, knowing their loved ones and assets will be protected when they’re no longer here.

From safeguarding family futures to ensuring personal wishes are honoured, these stories reflect the true impact of thoughtful planning and serve as a powerful reminder of why taking these steps is so important.

We’re honoured to have played a part in helping them achieve this invaluable gift of certainty and security.

From guiding young families to supporting clients during life’s critical moments, these testimonials remind us why we do what we do. Watch here.

?? Understanding the Role of an Executor: A Festive Guide to Thoughtful Planning ??

Choosing an executor is one of the most important decisions you’ll make when planning your estate. But what does the role truly entail? This festive season, we’re here to help demystify the process and bring clarity to this critical part of your planning journey.

Our short video provides a simple, no-nonsense breakdown of what it means to be an executor, including their responsibilities and how to choose the right person for the role. Whether you’re considering who to appoint or have been asked to take on the role yourself, this short guide will empower you to make informed and confident decisions.

Giving the gift of preparation and peace of mind to your loved ones is one of the most meaningful ways to celebrate this season of giving. ??

?? Watch the video here and take the first step toward making your Estate Planning as stress-free as possible.

?? Case Study: Lasting Power of Attorney for a Young Family

This month’s featured story focuses on how we helped a young family set up a Lasting Power of Attorney to safeguard their future. It’s a timely reminder of the importance of planning early to protect those you love most.

Read the full case study here.

?? Christmas is a time for giving, and including charitable donations in your Will can make a lasting impact.

Our latest blog explores the benefits, considerations, and steps to ensure your generosity is part of your legacy. Learn more here.

Share the gift of expert estate planning with friends and family through our Refer a Friend Programme.

?? Refer someone to Soteria Planning, and when they complete their Will, you’ll receive a ￡50 Amazon voucher.

?? No limits: Refer as many people as you like and enjoy multiple rewards.

?? Make a difference: Help your loved ones secure their futures while saving on your own planning needs.

?? Start referring today by emailing [email protected] with those you want support today.

?? Festive Reflections and 2024 Highlights

As the year comes to a close, we want to thank you for trusting us with your planning needs. From heartwarming successes to thoughtful discussions, 2024 has been a year of growth and impact. Here’s to a prosperous 2025, with peace of mind for all.

From all of us at Soteria Planning, we wish you a joyous Christmas and a peaceful New Year. Let’s make 2025 a year of thoughtful planning and cherished memories. ??

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