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…
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…
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…
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
Regulation for Will writers? Yes please!
Regulation You may have noticed that our profession has been in the news over the last few days. Last week we had the news that the Consumer Panel of the Legal Services Board had completed its investigations into Will writing and had come to the conclusion that Will writing should be regulated. Click here for…