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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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…
