Blog
Overcoming client objections and creating opportunities
Supporting your client needs is at the centre of what you do when working in financial services, and you can often be faced with some resistance to the solution you are offering, either through a lack of understanding, a perhaps lack of trust or a misunderstanding of...
Business Succession Planning series – 3. Business Property Relief
Business Property Relief as part of an estate planning strategy In the third of our articles about Business Succession Planning we talk about Business Property Relief (BPR) and how this tax efficient mechanism forms an important part of supporting your clients future...
Business Succession Planning series – 2
Reasons for having a Business Lasting Power of Attorney. Helping a client implement a Business Lasting Power of Attorney (LPA) specific to their business could be one of the most important and helpful things you could possibly do for them. Many people are so caught up...
Business Succession Planning – series 1
How many of your clients own their own business? Do they have succession planning in place? Approximately 4.7million business in the UK are family owned, and 100,000 family SME’s will undergo a family transfer of ownership between generations every year (Institute for...
An Estate Planning Business – your next career move?
If you’re looking to diversify into a new business area, or wish to establish a new business for yourself that you run and make all the decisions on then becoming an Estate Planner could be appealing for a number of reasons. Estate Planning is a credible and reputable...
Lasting Powers of Attorney refund by the OPG
Lasing Powers of Attorney refund scheme A refund scheme for those who have been overcharged for their power of attorney registration has been launched by the Ministry of Justice. The charge for LPA registration is only supposed to cover the cost of the service, but...
Residence Nil Rate Band – what you need to know…..
Still unclear on what the Residence Nil Rate Band is about? Here's what you need to know..... What is the Residence Nil Rate Band (RNRB)? The RNRB is an additional allowance for inheritance tax. It applies in addition to the existing IHT Nil Rate Band (NRB), which is...
New Funeral Plan Range
BTWC launch new Funeral Plan range Estate Planning services professionals, Beneficial Trust & Will Company (BTWC), are very pleased to be launching their new funeral plan range in partnership with Silver Clouds Funeral Planning. The new range covers a multitude of...
8 factors to consider for GDPR
As an IFA, broker or Estate Planner you may not have really considered General Data Protection Regulation (GDPR) so far (implemented on 25th May 2018). But it’s important to have an awareness of what’s involved so you can make changes if you need to do so. Here are 8...