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Life Planning
Life Planning

Life Planning

Helping you plan for the future

When it comes to planning for your future and that of your family you want to be sure that you have everything covered and that’s where we can help.

If you are considering getting started with investments, our Life Planning section offers an easy guide to Sharedealing as well as market news and practical support for buying and selling shares.

If your thoughts are with later life; we understand that it is sometimes difficult to talk about planning for a funeral or making a will but when it comes to your legacy it is sensible to plan ahead so you know that everything will be as you wished once the time comes.

We’re here to make this process as simple as possible for you so that you can have peace of mind knowing that everything is taken care of and your loved ones will not have the worry of dealing with this at an already difficult time. We work with specialists to help make things easier for you and your loved ones and we offer a range of later life planning services.

 

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How we can help

Later Life Planning

See how we can help you and your loved ones plan for the future:

Funeral Plans

Find out how a prepaid funeral plan is an easy way to plan and pay for your funeral in advance, fixing specified funeral costs at today’s prices, regardless of how much funeral costs may rise in the future.

Will writing

Having a will in place allows you to plan in detail what should happen when you’re no longer around. We’re working with legal specialist Hugh James to provide a will writing service to our members.     

Legal Services

It's easy to overlook the legal matters when someone passes away. We've partnered with Hugh James to offer you access to their Estate Administration Service - supporting you at a difficult time.

Help & support

Following bereavement

The loss of a loved one is a particularly difficult time. We're here to offer help and support.

Power of Attorney

Information and guidance if you need to act as Power of Attorney for a Yorkshire Building Society member.

Sharedealing

Welcome to the Yorkshire Building Society Share Dealing Service which offers you a quick and easy route into the UK and world markets. Whether you're an experienced investor or just wanting to sell a few shares, we have a range of accounts that allow you to trade quickly and easily by telephone, online or by post.

The Yorkshire Building Society Share Dealing service is provided by Jarvis Investment Management Ltd, and is execution-only which means you won't get any advice on your investment decisions but gives you full control to manage your own portfolio and choose your own strategy.

Shareplans

We've built our business by helping thousands of people to save for the future. We've taken pride in being solid, dependable and trustworthy and are committed to providing our customers with an excellent service – it's at the very heart of who we are.

We also know it's important to respond to how the world is changing, to evolve so that we can continually offer great service and value. YBS Share Plans is one of the UK's largest specialist providers of tax-advantaged share plans.