Blog
Visiting clients at home during COVID-19
The first stage of lifting lockdown has stipulated that if you cannot work from home then you can go to work. Many advisers, brokers and Will Writers will be lucky that they can work from home, but there are likely to be scenarios when you do need to visit a client in...
How to market your business during lockdown
As a financial adviser, will writer or estate planner, it can maybe seem a bit difficult at the moment to market your business without it seeming a little inappropriate or bad timing. Your client knowledge Sensitivity is required, but the most important thing for...
Why DIY Wills may not give your clients what they need
There are pros and cons to everything, and what’s right for one person does not always suit another. Wills are no different. Over recent weeks there has been a rise in the number of people seeking advice on making a Will and looking at where to go to or who to ask for...
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...
Ensure your business is digitally secure when working from home
Our Cyber Security provider, The Armour Group, have given us some great tips on how to ensure your business can stay digitally secure when working from home: Get in the habit of checking the credentials of the programs you log in to. Is it a random link provided by...
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
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...
Considerations for Charitable Gifts in a Will
Every year in the UK, people leave approximately £2.8 billion in charitable donations within their Wills. Donations such as these are the largest single source of voluntary income to the charity sector and are therefore incredibly important, many charities would not...