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Planning our own funeral – for your clients

Planning our own funeral – for your clients

Planning our own funeral, it’s really not something we like talking about is it? However, reports from the Funeral Planning Authority suggest that 57% of adults aged over 40 haven’t thought about what their wishes might be and if they have, certainly haven’t talked...
Should EPAs be replaced with an LPA?

Should EPAs be replaced with an LPA?

You may have clients who have an Enduring Power of Attorney (EPA) in place. EPA’s were replaced by Lasting Power of Attorneys (LPA’s) from 1st October 2007 so it’s not been possible to create EPA’s since then. Your clients may ask you, if they have an EPA in place,...
Social care fee proposal

Social care fee proposal

Before an individual can receive publicly funded adult social care they will be assessed to make sure their needs are high enough and their assets – for example, their savings or home – are low enough.   The Government has recently announced that from October...
Prospecting without tears

Prospecting without tears

Does your business need: More income Easier prospecting No risks Free referrals No clawback   Do you want access to: Free indemnity cover Ongoing technical product support Regular email updates on sector changes and product knowledge Free zoom seminars Industry...