One of the key concerns for clients of solicitors and financial planners is how to ensure their beneficiaries are supported by the legacy they’ll leave behind. These concerns have increased…
Even if some of your clients seem fine on the surface, they may be vulnerable in ways that are far trickier to identify. While many manage these difficulties privately, some…
Wills have long offered people around the UK a way to manage their estates and pass their assets on to their loved ones. Despite significant legal and technological advancements over…
Navigating a divorce is always challenging for clients. If they want to make the process as smooth as possible and ensure assets are split fairly, they may benefit from the…
The responsibility of supporting clients doesn’t always stop with their passing, as a key aspect of our assistance is to help ensure their wishes are honoured and their legacy remains…
Experiencing the loss of a spouse, partner, or other close family member is one of the most challenging events your clients can face. Alongside the grief, there’s often a daunting…
Last year there was an interesting article in the Guardian about a teacher who was struggling to finalise her divorce as she had waited over three months for the Teachers’…
Divorce is a complex and emotionally challenging process, with financial settlements playing a vital role in ensuring a fair and secure outcome for both parties. Among the many financial considerations,…
Not only is divorce likely to be an incredibly stressful experience for your clients, but it can also end up being very expensive. A recent study by Legal & General…
Divorce is one of the most challenging life events your clients can face, and the financial and legal complexities of dividing shared assets often add to the stress. The family…
Inheritance Tax reforms are on the horizon. Here’s how financial planners and solicitors can help clients stay efficient
One of the key concerns for clients of solicitors and financial planners is how to ensure their beneficiaries are supported by the legacy they’ll leave behind. These concerns have increased…
Read more 5 ways solicitors and financial planners can help vulnerable clients
Even if some of your clients seem fine on the surface, they may be vulnerable in ways that are far trickier to identify. While many manage these difficulties privately, some…
Read more What the modernisation of wills means for financial planners, solicitors, and our clients
Wills have long offered people around the UK a way to manage their estates and pass their assets on to their loved ones. Despite significant legal and technological advancements over…
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