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 [...]
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 [...]
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 [...]
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 [...]
Do your clients have a Will written by their bank? Their family could face paying thousands of pounds in executor fees An article shared on the Mail online last week has unvealed that between the late 1990’s and early 2000’s, up to 1.5 million customers signed up for a Will writing service with their bank. Wills were [...]
Many of us will care for, or know someone who is caring for, a person with Alzheimer’s or dementia and the sad reality is that ¼ of us will require care at some point in our lives. Despite this, most people have no provisions in place should they lose mental capacity in the future. We [...]
Every client needs a Will As an adviser you protect your clients wealth in their lifetime, make sure you protect it for their future generations too. If your client doesn't have a Will, then their assets will pass as per the laws of intestacy laid out below:
We would all agree that it is best advice for everyone to have a Will in place, and particularly if someone owns a property, But how often do you advise your clients to make a Will? If you’re not currently selling Wills to your clients, what’s your main objection? Is it… 1. Time is money [...]
A Lasting Power of Attorney is vital planning for your clients If your client should lose mental capacity, then they may be unable to do the following without a Lasting Power of Attorney: They will be unable to access further draw downs on their property They may be unable to access joint bank accounts Loved [...]
