Blog
The keys steps of Probate
Key steps of Probate Probate is the legal right to deal with someone’s possessions, property and money when they die. Probate must be handled in a certain way and follow a series of steps to ensure it is carried out properly and with the wishes of the deceased...
5 steps to using social media effectively
Getting effective interaction on social media has three main basic requirements: Time A clear view of what you want to achieve. A commitment to interacting regularly and consistently. You don’t need to spend big budgets on social media to get results, but you do need...
Growing demand for Lasting Powers of Attorney’s
Since 1974 the number of people aged 75 or over has grown by 89% and they now make-up more than 8% of the population. Whilst an aging population is good, it also means more people are prone to mental health issues. Mental health issues affect around 22% of men and 28%...
What triggers your clients to need a Will?
How many of your clients are currently experiencing any of the following life changing scenarios? Do they need your help and assistance? Lifestyle events that may trigger your client's need for a Will... They have recently married or entered into a civil partnership...
Is social media part of your plan? It should be….
Social media is growing, and it’s here to stay (in some form or other). In Jan 2017 there were an estimated 39 million users in the UK on at least one social media channel, and this is forecasted to increase to 42 million. Whether you like social media or not, it can...
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...