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...

What happens to digital assets after death?

We’re in a digital age that’s only becoming more advanced. Without us even knowing it we are engaging more and more digitally, creating assets online that would not have been there 20 or even 10 years ago. More things we value are digital, an online bank account,...

Your five part Marketing Plan for 2020

We all have aims and targets for our business, no matter how big or small. By creating a Marketing Plan you can turn your wishes into a goal(s), and create a road path to focus on that can grow your customer base, increase referrals and keep your clients close! What...

2019 in review

So this year has been another fast-paced year with some exciting recognition as well as further achievements, partnerships  and growth. It's been 20 years! We have proudly celebrated 20 years in the industry and are one of the longest serving companies for Estate...