by Emma Lowe | Jun 15, 2022 | Business
So if you're writing a Will for a referred client, as part of the fact finding process it can reveal a host of other opportunities for your services and clients! For example: So you’ve secured a referral from a client to do their Executors wills. The executor may...
by Emma Lowe | Oct 30, 2021 | Business
Before an individual can receive publicly funded adult social care they will be assessed to make sure their needs are high enough and their assets – for example, their savings or home – are low enough. The Government has recently announced that from October 2023...
by Emma Lowe | Oct 30, 2021 | Business
Does your business need: More income Easier prospecting No risks Free referrals No clawback Do you want access to: Free indemnity cover Ongoing technical product support Regular email updates on sector changes and product knowledge Free zoom seminars Industry...
by Emma Lowe | Jul 1, 2020 | Business
We are delighted to announce we have been accepted as corporate members of the Institute of Paralegals (IoP). As a professional membership body, the IoP has a shared purpose of providing professional legal services. The IoP is the leading authority on the development...
by Emma Lowe | May 17, 2020 | Business
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...
by Emma Lowe | Mar 19, 2020 | Business
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...
