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The Importance of Children’s Trusts in Wills
Including a children’s trust within a will goes beyond a ‘basic will’ and ensures added protection and security for parents with younger children.
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How to market your business during lockdown
As a financial adviser, will writer or estate planner, it can maybe seem a bit difficult at the...
Why DIY Wills may not give your clients what they need
There are pros and cons to everything, and what’s right for one person does not always suit...
Getting a Will signed during social distancing
Many of us are all now adapting to the Government's guidance of working from home as much as...
Ensure your business is digitally secure when working from home
Our Cyber Security provider, The Armour Group, have given us some great tips on how to ensure your...
How video calling can keep you in front of your clients
As we enter a curious period in our history with the Coronavirus COVID 19 outbreak, we are all...
Taking client instructions remotely
When meeting with a client to take instructions for a Will, there are some key considerations you...
Coronavirus (COVID19) Business Statement
In light of the changing situation regarding the Coranavirus outbreak and the anticipated...
Considerations for Charitable Gifts in a Will
Every year in the UK, people leave approximately £2.8 billion in charitable donations within their...
What happens to digital assets after death?
We’re in a digital age that’s only becoming more advanced. Without us even knowing it we are...
Your five part Marketing Plan for 2020
We all have aims and targets for our business, no matter how big or small. By creating a Marketing...
2019 in review
So this year has been another fast-paced year with some exciting recognition as well as further...
The rising cost of dying
According to a recent report by the Tax Payers Alliance, in 2019-20, the government is projected...
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