About The Estate Planner’s Toolkit
The Estate Planner’s Toolkit is for professionals like you who want a simple, affordable solution that will save time, money and boost your client sales.
Everything in The Estate Planner’s Toolkit can be used daily in your business.
We created this based on our own experience of running a will-writing business and a passionate belief that information to clients should be well-designed, informative and easy to understand.
We design and write our information with the client in mind to help them understand the importance of taking action to protect their loved ones.
We believe diversity is a strength and strive to ensure the images used across our range are representative and appealing to a wider community.
We are very proud to be endorsed by The Society of Will Writers and a trusted supplier of the BEST foundation so you can be assured of our quality.
We want The Estate Planner’s Toolkit to meet your needs so would be happy to hear your ideas for future content: hello@estateplannerstoolkit.co.uk
Claudine Jackson TEP and Sally Jackson APFS (The Estate Planner’s Toolkit)
Toolkit Contributors
Claudine Jackson LLB Hons TEP
Director
Claudine is the founder of The Estate Planner’s Toolkit and chief content creator. Claudine came up with the toolkit idea during the first lockdown in 2020.
Frustrated by a lack of good quality resources, Claudine worked on creating a set of factsheets and property trust video to use with her clients. It quickly dawned upon her that other practitioners would benefit from these resources too and The Estate Planner’s Toolkit was born!
Alongside The Estate Planner’s Toolkit, Claudine runs a successful will-writing business, which continues to be the inspiration for developing new toolkit resources. Claudine is STEP-qualified and attends CPD events held by STEP, The Society of Will Writers and BEST foundation.
Sally Jackson FPFS
Director
Charted Financial Planner (Fellow of The Personal Finance Society), Sally specialises in inheritance tax planning, pensions and investments. She enjoys working with clients to help them achieve their financial planning goals and has studied to the highest level to achieve Fellowship.
Sally was heavily involved in the toolkit concept from the beginning and there is a fiercely contested debate over who came up with the name.
Sally has been instrumental in contributing to the inheritance tax, lifetime gifts and pensions and inheritance tax factsheets. She offers a valuable second pair of eyes on many other resources too.
Helen Eynon
Helen’s experience in the Court of Protection helped inform the ‘LPA v Deputyship’ factsheet.
Helen has worked in various legal jobs, including the taxation of estates in an accountancy firm and various roles within the County Court. Helen passed The Law Society Finals in 1994 and completed a full traineeship in the traditional four seats of family, civil litigation, conveyancing and private client.
Since becoming a solicitor in 2000, Helen has worked in the private client field together with conveyancing and set up a bespoke practice in 2010. Helen works exclusively in private client law, including the Court of Protection.
From the outset, Helen has consistently recognised the value of the toolkit, ‘Why reinvent the wheel?’ and regularly uses the factsheets and videos with her own clients.
Eamonn Daly
Eamonn Daly is a partner at Meridian Private Client Solicitors Limited, a specialist law firm dealing with high level, In terms of complexity and value, tax advice and estate planning work. The firm also deals with any disputes relating to estates, trusts and property.
Eamonn is a Chartered Tax Adviser and a full member of the Society of Trust and Estate Practitioners and has been consistently recommended for tax and estate planning advice in the Legal 500 independent guide to the legal profession.
He has over 30 years’ experience in advising high and ultra-high net worth individuals and families including entrepreneurs, family business owners, land owners and senior professionals on tax planning, wealth succession between generations and asset protection.
Eamonn contributed to the technical tax aspects of the ’Using Lifetime Trusts as part of your Estate Planning’ factsheet.
Louise Sackey
Louise qualified as a solicitor in 2010 and set up her own firm that specialises solely in contentious probate.
Louise is proactive in educating her fellow professionals on the practical steps they can take to reduce disputes and protect themselves as practitioners. She has delivered many engaging webinars on this topic and is on the advisory board of the BEST Foundation. Louise has contributed to the factsheet ‘Can my will be challenged’ and the attestation record package.
Louise is approachable and knowledgeable. If you have a case that requires her expertise, she can be contacted here louise.sackey@pplsolicitors.co.uk
Karl Taylor
Karl Taylor is a full member of STEP and Head of the Wills, Trusts & Probate Department at Norrie, Waite and Slater Solicitors in Sheffield.
He is also on the advisory board of the BEST Foundation. He has many years’ experience in Estate Planning and Probate/Estate Administration beginning his career at HSBC in their Probate Department in 1999. In 2002, Karl moved to a firm of Solicitors, gaining further working and technical knowledge of varied and increasingly complex estates. Here he gained experience advising clients with their Wills, Estate Planning, Trusts and Lasting Powers of Attorney and has since worked for a number of highly regarded Solicitor firms before taking up his current role.
Karl has kindly contributed to the Nil-Rate Band Discretionary Trust package.
Why use the Estate Planner’s Toolkit?
- Be the expert!
- Our professionally designed resources will feature your business logo and contact details
- Your clients will see you as a professional who is ready and able to answer their questions.
- Save time and avoid delays in client decision-making by answering your client’s frequently asked questions.
- Share with your professional contacts (e.g. Accountants, Mortgage Broker) to help them understand your services better and refer their clients more easily to you.
- It’s a win-win!
How do I use the Estate Planner’s Toolkit?
The Estate Planner’s Toolkit is versatile and can be printed, uploaded to your website, or e-mailed to your clients.
You can use these resources before, during, or after your client meeting whether that is in person or remotely.
Take 15 minutes out of your day for us to explain how the Estate Planners Toolkit will help you to grow your business.
Contact Us
Telephone:
07725 403 584
Email:
hello@estateplannerstoolkit.co.uk
Address:
The Estate Planners Toolkit Limited, 12 Brockley Road, West Bridgford, NG2 5JY