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How To Avoid a Will Dispute
Creating a Will is a vital step in securing your clients legacy and ensuring that their wishes are honoured after they have passed away. However, even with the best of intentions, poorly planned or unclear wills can lead to disputes among families and...
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Estate Planning
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Wills
Lasting Powers Of Attorney
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Probate
The future of family wealth management demands teamwork. Are you ready to lead the way?
The 2024 budget has underscored the growing importance of collaboration between financial advisers...
Who can witness a Will?
Writing a will is an essential step in ensuring assets and wishes are handled according to a...
Budget 2024 – The Impact on Estate Planning
The UK’s Autumn Budget 2024 introduced several key changes which may impact individual estate...
Why a Flexible Life Interest Trust is an essential Estate Planning Tool
Incorporating a Flexible Life Interest Trust (FLIT) into a Will can offer powerful advantages for managing and protecting assets whilst providing for loved ones after a person has passed away.
What is Business Property Relief?
As we find ourselves in the hands of a new Labour...
Tools You Need To Become An Estate Planner
What are the tools you need to become an Estate planner now you’ve decided to provide Estate...
Lasting Powers of Attorney: Health & Welfare vs Advanced Directives
A Lasting Power of Attorney helps clients plan for the own welfare in the event of them becoming...
10 Lead Generation Ideas For Estate Planners
As with any business, your ability to generate a predictable stream of leads and enquiries is...
Opportunities As An Estate Planning Consultant: 6 Ways To Maximise Them
Once you’ve generated that client lead, it’s important to ensure that you’re maximising your...
Options for becoming an Estate Planning Consultant: What are they?
When you first start looking at your options for becoming and estate planning consultant, it can...
Wills for Blended Families
Writing wills for blended families is part of the modern tapestry of family life. Blended families...
What is a Business Lasting Power of Attorney?
A business Lasting Power of Attorney allows your client to appoint someone they trust to make...
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