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The Hidden Opportunity in Will and LPA Reviews
Discover why regular Will and Lasting Power of Attorney reviews create better client outcomes, strengthen adviser relationships and uncover valuable estate planning opportunities.
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Estate Planning
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Wills
Lasting Powers Of Attorney
Trusts
Probate
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...
What is involved in becoming an Estate Planning Consultant
Estate Planning and Will writing is a critical aspect of financial and legacy planning that can...
Can a Will be changed after death?
In the realm of estate planning and testamentary matters, the Last Will and Testament holds a...
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