by Richard Mawer | Jan 10, 2023 | Wills
A nil rate band trust is a flexible trust contained within a Will that allows the testator to leave their available nil rate band into trust under the terms of the will. Prior to the Finance Act 2008, it was not possible to transfer the nil rate band allowance between...
by Richard Mawer | Oct 4, 2022 | Wills
What is estate planning and why is it so important? Estate planning is the process of working out how best to leave money and assets to family. It allows people to protect their wealth for future generations and in some cases minimise inheritance tax. It can also...
by Richard Mawer | Sep 12, 2021 | Marketing
Social media is viewed as a key tool to use for communication with existing and potential clients, and is an excellent medium for brand awareness. However, as beneficial as it can be, social media marketing can be very challenging, especially for small and mid-sized...
by Richard Mawer | Sep 12, 2021 | Wills
If you’re having a client review, you may well get the opportunity to discuss the need for a Will. To help guide you in the conversation we’ve pulled together the key information and questions to talk to a client about: Did you know making a Will gives you...
by Richard Mawer | Jul 17, 2019 | Wills
It seems that as a nation we are woefully under prepared for our future, particularly when it comes to later in retirement and potential social care. It’s not something we like to consider and we think we have time to plan for. But amongst you client base, how many of...
