What triggers your clients to need a Will?

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...
10 reasons your clients need a Will

10 reasons your clients need a Will

Having a will is arguably one of the most important things your clients can do for themselves and their families. The top ten reasons for your clients to have a will are: Your client decides how their estate will be distributed. It helps give clarity to family members...

The Ideal Modern Will Trust

A Flexible Life Interest Trust (FLIT) is often described as the ideal modern Will Trust as it allows for adequate provision for a surviving spouse/partner whilst incorporating flexibility into the will whereby other family members/beneficiaries may benefit should the...