by Richard Mawer | Aug 3, 2022 | Wills
In this article we look at the technical aspects of PETs and GROB, our next article will focus on how effective estate planning will help ensure allowances are maximised. When people think of the future and their loved ones, many wish to give a lifetime gift...
by Richard Mawer | Jul 19, 2022 | Wills
It is becoming increasingly common for couples to marry with one or both parties having children from a previous relationship. They may also go on to have children together. This is known as a blended family. According to The Office for National Statistics, in 2017...
by Richard Mawer | Jun 15, 2022 | Business Growth
So if you're writing a Will for a referred client, as part of the fact finding process it can reveal a host of other opportunities for your services and clients! For example: So you’ve secured a referral from a client to do their Executors wills. The executor...
by Richard Mawer | May 25, 2022 | Marketing
A key challenge within the financial services, will writing or Estate planning world is to generate a steady stream of clients and referrals. Many underestimate the power of a referral and what it can do for a business. Referrals are largely made by a client if they...
by Richard Mawer | May 24, 2022 | Wills
A Lasting Power of Attorney (LPA) must be registered in order for it to be valid and for the chosen Attorneys to be able to use it. Once registered a Property and Affairs Lasting Power of Attorney can be used straight away with the Donors consent. For a Health and...
