Welcome back, Karen

Digital Companion keeps this Hub current, so everything your family needs sits in one place.

Estimated net worth

£1,359,000

Net worth£1.4m

Property£725,000
Pensions£595,000
Investments & ISAs£134,000

Assets: £1,454,000
Liabilities: £95,000
Estimated inheritance tax: £0

Estimates from the values recorded in your Hub, your adviser confirms the figures. Insurance cover isn't counted as net worth.

What Digital Companion is flagging

No power of attorney in placeact soon
Pension nomination needs reviewworth a look
Pension rules change in April 2027worth a look

See what each means and what to do →

Legacy essentials

Manage

willin place
poamissing
nominationneeds review

The Hub is a record and directory, not a legal document, the validity of a will or power of attorney remains the responsibility of the named solicitor.

Latest from your adviser

Welcome to your Hub. Everything we discussed is now in one place.

28 Jul 2026

Next meeting

10 Sept 2026, 11:00Join link