Will Writing – It’s all a matter of Trust

We believe that success in Will Writing all boils down to a matter of trust. The trust that our clients place in us to do a good job at a fair price. And the trust that our 30+ partners in financial services place in us when they ask us to visit their clients. So it…

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Ministry of Justice encourages people to plan for the future

The Ministry of Justice has launched a public awareness campaign to encourage people to plan for the future, in an effort to encourage the public to think about what might happen if they die or lose their mental capacity. They are particularly encouraging everybody between the ages of 25-50 to make a Will and create…

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We are looking for self-employed promotional staff

Can You Help? We are looking for a professional person with some time on their hands to promote our professional legal services. As a Part Time Promoter with Silver Lining Estate Planning they will work 4 or more days a month either at local events or In-Store. If you know of a confident communicator who…

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Lasting Powers of Attorney – a warning about Inheritance Tax planning

In a judgement on 30th October 2014, the Court of Protection has ruled that a Lasting Power of Attorney cannot be used to organise a Donor’s affairs to mitigate inheritance tax without first applying for a court order (the Donor is the person who created the Lasting Power of Attorney). The judgement was made in…

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Let’s all have dementia friendly businesses

Dementia Friends is a national initiative run by the Alzheimers Society. In the words of the Alzheimers Society “Dementia Friends learn a little bit about what it’s like to live with dementia and turns that understanding into action. This could be helping someone find the right bus or being patient in a till queue if…

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We made it!

For those enquiring after our welfare, we are delighted to announce that we all made it to the top of Snowdon on Saturday 4th October. The predicted bad weather never materialised and conditions couldn’t have been better. Although we weren’t the quickest group on the mountain that day, we were probably the fattest so at…

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How to protect your estate from greedy family members

The blog below was originally written by Patti S. Smith, Attorney for Spencer Law Firm in Lancaster, PA in the USA. What really struck me is how many similarities there are with our legal sysytems and that all of the solutions apply to clients in England and Wales. With many thanks to Patti, I hope…

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How Estate Planning Can Change Lives

A study by the Institute of Fiscal Studies has reminded me why I think estate planning is so important. The study found that people who were born in the 60s and 70s will be poorer than their parents – unless they inherit from them. I often discuss with my clients the massive difference that their…

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New dates announced for our ‘Will Writing for Financial Advisers’ Course

We have partnered with IFAs, mortgage brokers and accountants for the last 9 years. We believe we understand their needs, and how Wills and Estate Planning can help them grow their businesses. Having listened to our partners we have developed a two day course specifically for professionals in financial services. The next course is on…

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How to make Will writing a part of your Financial Services business

Please click on this link to find out how we are helping IFAs and mortgage brokers to use Will writing to improve their business Will Writing for Financial Advisors

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