by Richard Mawer | Jun 15, 2022 | Business Growth
So if you're writing a Will for a referred client, as part of the fact finding process it can reveal a host of other opportunities for your services and clients! For example: So you’ve secured a referral from a client to do their Executors wills. The executor...
by Richard Mawer | Jan 12, 2022 | Wills
You may have clients who have an Enduring Power of Attorney (EPA) in place. EPA’s were replaced by Lasting Power of Attorneys (LPA’s) from 1st October 2007 so it’s not been possible to create EPA’s since then. Your clients may ask you, if they have an EPA in place,...
by Richard Mawer | Sep 30, 2021 | Wills
As a business owner, it’s important to consider what would happen to your business if you were unable to make decisions. This may be if: you were abroad on holiday or for business you were to have an accident mental incapacity In such circumstances, who will authorise...
by Richard Mawer | Jul 13, 2021 | Wills
It’s a common occurrence for individuals to have a joint bank account with a spouse, partner or adult child. This arrangement provides easy access for both parties to manage joint expenditure such as household bills. But there is a general misconception that when one...
by Richard Mawer | Oct 27, 2020 | Wills
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...
