Job vacancies and Opportunities

If you are looking for a change of career or just need to earn a few extra pounds, please get in touch with us about any of the vacancies below: Part Time Appointment co-ordinator Do you like to TALK? We are looking for a reliable good communicator to work 2 or 3 evenings a week,…

Continue Reading →

How pensions can cause an Inheritance Tax problem

A penison is a tax efficient way of providing for our old age. Whatever we might think about their performance, there can be no denying the tax benefits of investing in this way. However, there is one tax which is often forgotten when it comes to pensions – Inheritance Tax (IHT). Most pensions are set…

Continue Reading →

Appointing Guardians is Easy

Appointing Guardians is easy. So why are many parents still opting to leave their children to Social Services when they die! If both parents die without having nominated a guardian for their children who are under the age of 18, the courts, based on recommendations from social services, will decide who gets guardianship. For many…

Continue Reading →

Will Care Home Fees Wipe Out Your Children’s Inheritance?

The current position Somewhere between 40,000 and 70,000 homes are sold each year to cover the homeowner’s care fees.  With care costs running up bills of anywhere from £30,000 to £50,000 per year, nest eggs that were built up to provide a children’s inheritance can be quickly wiped out. How it works If you cannot…

Continue Reading →

Will Writing – a way for IFAs and mortgage brokers to get 6 new prospects from each client

We have partnered with IFAs, mortgage brokers and accountants for the last 7 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 course, delivered by Head…

Continue Reading →

What made Gerry Robinson so uncomfortable?

An interesting situation came to light during the first episode of the BBCs enlightening new series ‘You Can’t Take It With You’, aired on BBC1 on 14th January. The show examines the feelings and emotions that go into making a Will, featuring two couples who had both remarried in later life. Business guru Gerry Robinson,…

Continue Reading →

Are you putting your business at risk?

Most people know me as a Will Writer, so they tend to think I deal with unexpected death. They are right to a degree, but my role as an Estate Planner means that there is rather more to what I can do. Business owners are busy people – I am one myself. There are 101…

Continue Reading →

Page 2 of 2