Getting a Will signed during social distancing

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 possible. A unique challenge you may have is how to continue taking instructions for Wills within the parameters of social distancing and self-isolation. I’m sure you will...
How video calling can keep you in front of your clients

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 looking at how we can work differently to ensure we can help you provide certainty to clients during uncertain times. As face to face contact is currently being discouraged,...
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 you...

Coronavirus (COVID19) Business Statement

In light of the changing situation regarding the Coranavirus outbreak and the anticipated escalation of a government response from “containment” to “delay”, we wanted to take this opportunity to reassure our advisers and clients of our efforts to maintain essential...