Information For Financial Advisers
For 18 years we have dealt with and serviced financial advisers to help them help their clients.
The role of a Financial Adviser is key when understanding how best to set up their Will. Often overlooked are the impacts of taxation, the estate passing to relatives that are less desirable or even the local authority being able to take large parts of the estate to pay for care.
Many other considerations come into play and guardianship of children is a key one that could have a large financial impact.
Our trained instruction takers are a real asset to those that need guidance on how best to set up a Will or Lasting Power of Attorney.