Making Will Writing Part of your Financial Practice (CPD available)

We have partnered with IFAs, mortgage brokers and accountants for the last 13 years. We believe we understand their needs, and how Wills and Estate Planning can help them grow their businesses. We have also helped many of them incorporate Will writing into their businesses while providing CPD at the same time. Our Training (eligible…

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The new Inheritance Tax rules – It’s Time to Review your Will

What you need to know From April this year some homeowners will be entitle to an additional £100,000 free of Inheritance Tax. As the allowance is transferable between spouses and Civil Partners, this can effectively mean that couples have an allowance £200,000. When added to existing allowances they could leave assets worth up to £850,000…

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New Training Course – Will writing for Financial Advisors

We have partnered with IFAs, mortgage brokers and accountants for the last 11 years. We believe we understand their needs, and how Wills and Estate Planning can help them grow their businesses. We have now run several successful two day courses specifically for professionals in financial services. The next course is on 8-9th March 2016…

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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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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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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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