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Upcoming Online Will Writing Course in January

Upcoming Online Will Writing Course in January Our next online Will writing course and Estate Planning Foundation course will be held on Wednesday 19th and Thursday 20th February and you are warmly invited to attend. The cost of our foundation course is £50+VAT for two mornings of training. ‘The course was extremely informative, the presenters [...]

By |2021-11-24T11:30:09+00:00November 24th, 2021|Uncategorized|0 Comments

The end of face-to-face advice?

The end of face to face advice? Jennifer Stretton, Marketing Traditionally, Advisers have always favoured face to face interaction with their clients and it really did take a global pandemic to make us realise that we could work from home and conduct business online. The pandemic has been a catalyst for change in many ways [...]

By |2021-11-24T11:13:41+00:00April 16th, 2021|Uncategorized|0 Comments

Selling Wills and Estate Planning during lockdown

Selling Wills and Estate Planning during lockdown James Moore, Estate Planning Consultant Recent legislation changes now allow fully remote Will writing from start to finish, including remote witnessing of signatures 2020 has been an incredibly challenging year for many in the financial services industry. To ride the ‘Lockdown Wave’ we have all had to embrace [...]

By |2021-11-24T11:12:00+00:00November 14th, 2020|Uncategorized|0 Comments

Legal document ‘let husband die with dignity’

Legal document ‘let husband die with dignity’ Real life case examples often serve as great reminders to advisers and clients alike, the importance of not only Wills & Trusts, but particularly Lasting Powers of Attorney. There is often the misguided notion that Powers of Attorney are just for the elderly, but there are constantly cases [...]

By |2021-11-24T11:19:20+00:00November 20th, 2019|Uncategorized|0 Comments
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