Blog
The FCA Consumer Duty: Safeguarding your clients interests when writing a will
Writing a will is a crucial aspect of financial planning that often gets overlooked. It's a task that many of us procrastinate, but it's essential to ensure loved ones are taken care of when people are no longer around. The Financial Conduct Authority (FCA) has...
How a blog on your website can help your business
Want to grow your website traffic consistently, attract new customers, build loyalty with current customers, and become a brand leader in your space Discover the power of a blog. The benefits are endless. The goal is to continually add value by publishing informative,...
The revocation of a will after marriage
Marriage invalidates a Will, unless it was written in contemplation of the union. This means that if a person is getting married, or have recently said “I do” then it’s recommended to make a new Will, otherwise, the estate will be distributed according to the rules of...
What happens in probate when there is no will?
The process of probate is conducted after a person dies. Their property, money, financial affairs and possessions are sold or transferred, any outstanding debts are settled and whatever’s left is then paid to their beneficiaries. This process takes place regardless of...
Who can witness a Will and Lasting Power of Attorney?
In England, the law states that anyone who is at least 18 years old and of sound mind can act as a witness to a will. However, there are specific requirements that must be met in order for the witnesses to be considered valid. Here are the key guidelines: The...
Assessing capacity for making a Will
The number of people living with Dementia in the UK is projected to nearly double from 850,000 to 1.6 million by 2040, mainly due to an ageing population (according to Dementia UK). Therefore, ensuring that the right tests and assessments are followed to establish...
Opportunities in estate planning
Estate Planning is seen to be a heavy subject that a lot of people tend to put off, it can seem daunting and complicated. As your clients' adviser you can help put them at ease, introduce the subject to them and help them identify how estate planning can be beneficial...
Why keep a Will up to date?
According to a recent report from Quilter, 57% of people are still without a Will and other sources suggest this figure may in fact be slightly higher. Of those that do have a Will, 53% have not updated it in the last 5 years with a further 14% having never updated it...
10 tips for email marketing to your clients
Email marketing is still a vital part of your customer communications. A lot of focus is given to channels such as social media – which is great for attracting customers. But to hook them in further you need regular communication, and emails are a great way to do...