As
Feng Blythey would say (see Blythe
& Co) there is nothing like being organised.
This
is particularly so with your personal financials - being
disorganised saps energy and wastes time.
You
should have a secure space and an organised filing system for
the following.
•
Annual tax information
•
Wills
•
Enduring Power of Attorney
•
Asset Summary and underlying Title Documents eg:
•
Life policy documents
•
Share certificates
•
Building society pass books
•
Premium Bond certificates
•
Liability summary and underlying Documents eg:
•
Mortgage
•
Tax letters from Blythe & Co
If
you don't we strongly recommend you do.
So
take some deep breaths before you start but it will be worth
it!
