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Will Trusts vs Lifetime Trusts: A Practical Guide for Estate Planners
Will Trusts and Lifetime Trusts are a commonly misunderstood aspect of estate planning and we discuss the differences between will trusts and lifetime trusts.
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Estate Planning
Marketing
Wills
Lasting Powers Of Attorney
Trusts
Probate
Taking Instructions from clients – the fundamentals
When meeting with a client to discuss their estate planning requirements, it’s always useful to...
The FCA Consumer Duty: Safeguarding your clients interests when writing a will
Writing a will is a crucial aspect of financial planning that often gets overlooked. It's a task...
How a blog on your website can help your business
Want to grow your website traffic consistently, attract new customers, build loyalty with current...
The revocation of a will after marriage
Marriage invalidates a Will, unless it was written in contemplation of the union. This means that...
What happens in probate when there is no will?
The process of probate is conducted after a person dies. Their property, money, financial affairs...
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...
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...
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...
Why keep a Will up to date?
According to a recent report from Quilter, 57% of people are still without a Will and other...
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...
The difference between Wills and Trusts
Whilst Wills and Trusts do have a lot of overlap, there are also several differences between the...
Common misunderstandings of LPAs
A survey carried out by Which? has revealed that, although most of the public understand what a...
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