by Richard Mawer | Sep 12, 2023 | Wills
When meeting with a client to discuss their estate planning requirements, it’s always useful to have a structure to the meeting and whilst the BTWC Instruction Form provides a solid format that you can follow, we thought it may be useful to provide a summary of the...
by Richard Mawer | Sep 12, 2023 | Wills
Writing a will is a crucial aspect of financial planning that often gets overlooked. It's a task that many of us procrastinate, but it's essential to ensure loved ones are taken care of when people are no longer around. The Financial Conduct Authority (FCA) has...
by Richard Mawer | Jul 12, 2023 | Marketing
Want to grow your website traffic consistently, attract new customers, build loyalty with current customers, and become a brand leader in your space Discover the power of a blog. The benefits are endless. The goal is to continually add value by publishing informative,...
by Richard Mawer | Jul 11, 2023 | Wills
Marriage invalidates a Will, unless it was written in contemplation of the union. This means that if a person is getting married, or have recently said “I do” then it’s recommended to make a new Will, otherwise, the estate will be distributed according to the rules of...
by Richard Mawer | Jul 10, 2023 | Wills
The process of probate is conducted after a person dies. Their property, money, financial affairs and possessions are sold or transferred, any outstanding debts are settled and whatever’s left is then paid to their beneficiaries. This process takes place regardless of...
