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Who can witness a Will and Lasting Power of Attorney?

Who can witness a Will and Lasting Power of Attorney?

In England, the law states that anyone who is at least 18 years old and of sound mind can act as a witness to a will. However, there are specific requirements that must be met in order for the witnesses to be considered valid. Here are the key guidelines:   The...
Assessing capacity for making a Will

Assessing capacity for making a Will

The number of people living with Dementia in the UK is projected to nearly double from 850,000 to 1.6 million by 2040, mainly due to an ageing population (according to Dementia UK). Therefore, ensuring that the right tests and assessments are followed to establish...
Opportunities in estate planning

Opportunities in estate planning

Estate Planning is seen to be a heavy subject that a lot of people tend to put off, it can seem daunting and complicated. As your clients' adviser you can help put them at ease, introduce the subject to them and help them identify how estate planning can be beneficial...
Why keep a Will up to date?

Why keep a Will up to date?

According to a recent report from Quilter, 57% of people are still without a Will and other sources suggest this figure may in fact be slightly higher. Of those that do have a Will, 53% have not updated it in the last 5 years with a further 14% having never updated it...
10 tips for email marketing to your clients

10 tips for email marketing to your clients

Email marketing is still a vital part of your customer communications. A lot of focus is given to channels such as social media – which is great for attracting customers. But to hook them in further you need regular communication, and emails are a great way to do...