Death of a Spouse / Partner

Lifestyle

The death of a spouse or unmarried partner can have extreme financial complications. Some of the key issues include:

  • Income and expenditure circumstances will change

  • Disposal of assets – may have been the subject of a will. The ownership of the home is a particularly large concern

  • The most urgent issue will be whether the survivor and any other dependants have enough to live on and meet all commitments after taking into account the deceased’s liabilities.

  • The provision of the survivors will may have to be changed.

Financial Planning Areas

  • Assisting with new personal circumstances
  • Helping with future budgeting
  • Advice on investing extra funds