An 'average' household
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Time and money savingsSimply by recording what they have, they also realise what they DON'T have. Rather than being prompted by an adviser trying to sell their services, they can begin to make good long term choices.
If a serious event happens, they are more likely to have a plan in place. By organising their outgoings, they are reminded of renewals and when tie-ins end. They can plan better and save money. |
High net worth household
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Time and money savingsHaving all their key information in one place means much better planning and preparation. Advisers can get a print out of what they have, and their tax adviser may pick up things not seen before.
They can track changes far more easily. When they die, is becomes far easier for their children to sort things out. |
Retired
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Time and money savingsKeeping track of bills in one place can greatly help planning for things like renewals.
Data Organiser allows you to nominate people who can access your information after you die, allowing children etc to sort things out quickly. Probate can be time consuming and costly. Good organisation can reduce the stress and time taken to do this. |