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29th May 2021 Mum - Coggle Diagram

- - - - Mark C 1% annual
        
        Takes monthly
      - Fidelity Charges 0.25% annual
      - Fund fees up to 1%
  - - - ISA 7%+
        
        £2,700+
        
        Couple £100 out
      - Share dealing ~ 3%
        
        ~ £200
- - - - Not qualified to advice on Equity Products
    - - 20 - 30 recommendations
        
        80% not qualified
        
        4 qualfied
        
        Guy in Liverpool
        
        Younger Lad
        
        Helen
        
        Pregnant
        
        Less family ties
        
        Emma
        
        Young children
        
        Moving House
        
        Zoom call with both?
        
        LinkedIn
- - - - Estate Planning Legal Specialist
        
        VJ?
        
        £ by the hour
        
        Zoom
    - - Marie-Clare
- - - - Refuse to pay out
      - 33% LTV / Gearing
- - - - 1. Will
        
        Review every 3 - 5 years
      - 2. Power of Attorney
        
        To do. Got paperwork
        
        email me a link
      - 3. Health Directive
        
        Auntie.B
    - - Not registered
      - https://www.wilkinchapman.co.uk/offices/beverley-solicitors
  - - - Padul --> Office? Will is stored atm?
      - Copy or original?
    - - To do: Marie-Clare
        
        Capital Gains Tax on Spain?
    - - 118