From 6th April 2027, unused private pensions are due to be part of an individual’s taxable estate on death. The impact of this change is significant and will mean more families paying inheritance tax. We consider it important for all professionals working in wills and estate planning to understand the changes and raise awareness with…
Explaining Nil-Rate Band Discretionary Trusts to clients can be a tricky thing. It requires the client to understand what a nil rate band is, what a trust is, how it works, what trustees do and what this means for their beneficiaries. It’s not an easy concept to grasp or explain! Nil-Rate Band Discretionary Trusts (NRBDT)…
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Providing your customers good quality and well-designed information should be the priority for professionals who want to grow their business and fulfil legal consumer duties.
Use our free checklist to review your business performance and be ready for 2024.
There’s been lots of work happening behind the scenes at The Estate Planner’s Toolkit to develop new resources that will make it even easier (and more profitable!) for you to run your will writing business.
Every successful business owner knows that one of the cornerstones of success is a thorough understanding of your clients and potential clients. This is where a customer survey comes in. It not only allows you to get valuable feedback on the service you are providing, but you can also use the survey to find out…
Business owners and marketers understand the power of being aware of the buying journey their customers take, and how to help them progress…
