This is a question we are frequently asked by our clients, though it is not always a topic that many are

eager to discuss. When the unfortunate passing of a loved one occurs, the last thing we offen consider

is who to contact or where to find the essential documents.

As part of our annual client reviews, we complete a Data Capture form. This form has proven invaluable

for many families, as it provides a clear record of assets, reference numbers, and key contacts.

Additionally, we ensure that all our staff members’ contact details, including phone numbers and

email addresses, are listed in case our assistance is needed with any documentation.Upon reflection,

you may be surprised by the number of individuals who need to be informed, the various details that

must be shared, and the many accounts that will need to be accessed and transferred. It is a more complex

process than one might initially expect.

One critical document that is often overlooked is the Will Having a valid Thai Will is essential for the

distribution of your assets within the Kingdom. Furthermore, if you have assets located elsewhere,

it is important to have a Will that is applicable in those jurisdictions as well.

To simplify matters, for clients with investments we manage, we often creale beneficiary trusts.

These trusts allow assets to be passed smoothly to the named beneficiary, minimising disruption to

those left behind. If you are considering taking action now to ensure that your affairs are in order,

we encourage you to proceed.

The most challenging step is acknowledging that this is something that will affect everyone. Once you

take that first step, the process becomes significantly easier. We assist many clients with various aspects

of financial planning. It is not always questions about where to invest that arise, but rather inquiries

such as:

How can I reclaim the tax I paid when I accessed my pension?

Can you assist with my self-assessment return?

How can I contribute to national insurance to increase my state pension?

These are typical questions we reccive, and we have been providing expert guidance in these areas for

many years. If you believe we can assist in managing your financial affairs, ensuring that tasks are not

delayed until a later time, we encourage you to get in touch. We may have the solutions you are seeking.