Writing A Will Isn’t Morbid, It Protects Your Loved Ones - Trevor Worth | EDP #9
Channel: The Everyday Perspective Podcast
Date: 15/05/2023

Expect to hear the everyday perspective on how to best protect your family if you were to die, the importance of having a Will, the scary truth about Will writing and much more... 

“We all know that a Will is something that we should all get around to, but in reality it becomes one of those things that gets put way down the list of priorities, unless something happens in your life to a family member, friend or colleague" - Portcullis Legals

Trevor Worth MBA TEP is the Managing Director  & Founder of Portcullis Legals, 4 Day Week Pioneer, Award Winning Innovator, voted Industry Champion 2022, Chair of BEST Foundation, Speaker, Mentor  and University Board Member.

With over 35 years experience in the legal services profession after creating the business as a 22 year old, Trevor specialises in Inheritance and Succession Planning, bringing the expertise needed to protect clients and their families. He holds his Masters (MBA) from the University of Exeter and continues to guest lecture on innovation and entrepreneurship at several universities and he sits on the Advisory Board of the University of Essex Business School and Marjon University. 

Trevor has also sat on the Advisory Panel of the Legal Services Board in London and was elected as the Chair of The BEST Foundation in 2022. He also provides consultancy services to a number of law and financial services firms. Trevor is qualified to the worldwide gold standard for Trust and Estate Practitioners with full STEP qualifications and is seen as a legal innovator. He actively supports local causes and charities in our community, in addition to investing in and mentoring young entrepreneurs.

Extra Stuff:
Get Your Affairs in Order - https://www.portcullislegals.co.uk
Reach out to Trevor -  https://www.linkedin.com/in/trevorworth1/

00:00 Intro
06:05 Protect Your Family
12:15 Why You Need a Will
17:53 Probate & Estate Admin
21:54 Mitigating Inheritance Tax
28:28 Powers of Attorney
43:40 The Gold Digger Trust
56:31 Inheritance Tax Loophole?
01:06:24 Will Writing is Unregulated
01:18:31 Starting Portcullis Legal at 22
01:28:40 Funny Being Broke Story
01:35:16 Community & Charity Work
01:45:57 Events & Innovations

#menshealth #will #legal #legaladvice #protection #family 

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