Taking Instructions from clients – the basics

Taking Instructions from clients – the basics

When meeting with a client to discuss their estate planning requirements, it’s always useful to have a structure to the meeting and whilst the BTWC Instruction Form provides a solid format that you can follow, we thought it may be useful to provide a summary of the...
LPA’s – the importance of clear instructions

LPA’s – the importance of clear instructions

A Lasting Power of Attorney (LPA) can give a person(s) quite a lot of authority over part of another person’s life, and so for this reason when a client is making an LPA they need to ensure they give complete clarity in their instructions and preferences. An LPA is a...