Leaving a gift to charity

Leaving a gift to charity

According to research from Remember a Charity, leaving a legacy gift in a Will has now reached a new high with 19% of people choosing to leave something to charity when they die. 3 in 10 donors with a Will included a charity and that increases amongst the more...
Taking client instructions remotely

Taking client instructions remotely

When meeting with a client to take instructions for a Will, there are some key considerations you should be making. This doesn’t matter whether you are taking instructions in person, by telephone or by other remote methods such as video call.   First and foremost...