All Factsheets

All Factsheets

£2,400.00

Save time answering client FAQ’s and help your clients have the information they need. Our collection of 29 factsheets covers wills, trusts, taxation of trusts, inheritance tax, lasting power of attorney, probate, challenges to wills, intestacy, estate planning for business owners and more!

Our factsheets are professionally designed and written in plain English. All will have your logo and contact details added by our designer to make you look the expert and enhance your business brand.

Make a huge saving by purchasing this as a package today and choose your free attestation record or NRBDT package or lifetime trust guide as an extra bonus.  When you complete your order, please add a note regarding your choice.

Five good reasons to make a will-Estate-planners-toolkit

Five Good Reasons to Make a Will

£150.00
Our double-sided A4 factsheet, customised with your logo and contact details, helps your clients to understand the importance of making a will and answers frequently asked questions including how to prepare for a will appointment and where to store their will.
How to choose a guardian-Estate-planners-toolkit

Choosing Guardians

£150.00
Our double sided A4 factsheet, customised with your logo and contact details, explains the role of a guardian, who may be suitable as a guardian and other considerations such as ensuring adequate financial provision is made.
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Tax Overview of Vulnerable Persons Trust

£150.00
Our double sided A4 factsheet, customised with your logo and contact details explains the inheritance tax, income tax and capital gains tax treatment of this type of trust. We include a working example to help your client understand how this type of trust is taxed.
Checklist-Estate-planners-toolkit

Checklist: How to review your Will

£150.00
Our single-sided A4 checklist, customised with your logo and contact details, helps your clients to identify whether there have been any changes to their lives or wishes that would benefit from making an up to date will. Perfect for generating repeat business from your clients.
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Tax Overview of Flexible Life Interest Trust

£150.00
Our double sided A4 guide, customised with your logo and contact details explains the treatment of inheritance tax, income tax and capital gains tax, of a FLIT. Now includes working example to help your client understand how a FLIT is taxed.
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Tax Overview of Discretionary Trust

£150.00
Our double sided A4 guide, customised with your logo and contact details explains the treatment of inheritance tax, income tax and capital gains tax treatment of discretionary trusts made via will. Now includes working example to help your client understand how this type of trust is taxed.
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Tax Overview of Protective Property Trust

£150.00
Our double sided A4 guide, customised with your logo and contact details explains the treatment of inheritance tax, income tax and capital gains tax, in relation to this type of trust. Now includes working example to help your client understand how this type of trust is taxed.
FLIT-Estate-planners-toolkit

Flexible Life Interest Trust

£150.00
Our double sided A4 factsheet, customised with your logo and contact details, includes scenarios whereby this type of trust may provide a solution. It also answers your clients frequently asked questions in relation to this type of trust.
Discretionary Trust-Estate-planners-toolkit

Discretionary Trust

£150.00
Our double sided A4 factsheet, customised with your logo and contact details, includes scenarios whereby this type of trust may provide a solution. It also answers your clients frequently asked questions in relation to this type of trust.
Vulnerable Person's Trust-Estate-planners-toolkit

Vulnerable Person's Trust

£150.00
Our double sided A4 factsheet, customised with your logo and contact details, contains a real-life scenario of the options that relatives of disabled adults and children face and the benefits of using a trust to protect inheritance and the vulnerable person.
Protective Property Trust-Estate-planners-toolkit

Protective Property Trust

£150.00
Our double sided A4 factsheet, customised with your logo and contact details, explains how this trust reduces the risk of sideways disinheritance and includes how the trust works using a visual diagram. A perfect companion to the video.
Lasting Power of Attorney-Estate-planners-toolkit

Lasting Power of Attorney

£150.00
Our double sided A4 factsheet, customised with your logo and contact details, explains the two types of Lasting Power of Attorney, the benefits of having an LPA and risks of not doing so.
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LPA Frequently Asked Questions

£150.00
Our double sided A4 factsheet, customised with your logo and contact details, answers a range of practical questions that clients making an LPA frequently ask. Includes when and how an LPA can be used, the rules on gifts made by attorneys, what happens if attorneys disagree and much more!
LPA-v-Deputyship-the-estate-planners-toolkit

LPA v Deputyship

£150.00
Our double sided A4 factsheet, customised with your logo and contact details, shows the difference between LPA and deputyship for clients to compare and contrast easily. We also include some real life scenarios to help clients see the practical and emotional ways an LPA may help families.
Lasting Power of Attorney for Business Owners-Estate-planners-toolkit

Business Lasting Power of Attorney

£150.00
Help your business owner clients understand the impact of incapacity and why it is vital they have an LPA in place to protect their business and those who depend on it. Perfect for sharing with introducers. £150
Estate Planning for Business Owners-Estate-planners-toolkit

Estate Planning for Business Owners

£150.00
Making sure your client knows what will happen to their business on death is important. Using a real life scenario, this double-sided A4 factsheet, helps your client to understand the options available and importance of having an up-to-date will.
Inheritance Tax-Estate-planners-toolkit

Inheritance Tax

£150.00
What are the rules and what can I do about it’ – Our double sided A4 factsheet, customised with your logo and contact details, explains what the current allowances are for single and married people, the RNRB and options on dealing with inheritance tax.
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Deed of Variation

£150.00
Our double sided A4 factsheet, customised with your logo and contact details, explains what a deed of variation is and how this can be used to achieve better outcomes and tax-efficiency.
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Property Ownership

£150.00
Our double sided A4 factsheet, customised with your logo and contact details, explains the types of property ownership and why it is important to have an up-to-date will. Explains the difference between joint tenants and tenants in common and how this can be used as part of trusts and estate planning.
Choosing an Executor-Estate-planners-toolkit

Choosing an Executor

£150.00
Help your clients understand the responsibility and duties of an executor to help them make an informed choice over who to appoint and how you can help. This double-sided A4 factsheet will be customised with your logo and contact details.
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I'm an Executor - What do I need to do?

£150.00
Win more probate work by helping executors to understand the risk, time and complexity involved in estate administration.This double-sided factsheet (PDF) can be emailed or given to executors. This factsheet can be purchased as an individual item or bought as part of our Probate package.
Trustees-Estate-planners-toolkit

Trustees Guide

£150.00
Our four-page guide, customised with your logo and contact details, answers your clients frequently asked questions about what trustees do and the factors they should consider when deciding who to appoint. This guide also includes why it is important for your clients to keep their wills up to date if the suitability of their chosen trustees changes.
What happens if I don't make a will-Estate-planners-toolkit

What happens if I die without a Will?

£150.00
Our two page factsheet, customised with your logo and contact details, explains what happens if you die intestate. It includes a flow chart, real life scenarios and a comparison for potential clients to see the benefits of having a will versus the consequences of intestacy.
Will-challenges-the-estate-planners-toolkit

Will challenges

£150.00
Help your clients understand the ways that their wills may be challenged and the action they can take to protect their wishes. Our four-page guide explains the grounds for challenging a will, who may claim under IPFDA, actions they can take, and what to include in a letter of wishes.
Pensions and inheritance tax

Pensions & Inheritance Tax

£150.00
Our double-sided A4 factsheet, customised with your logo and contact details, explains the forthcoming change in a clear and easy-to-understand way.
Lifetime gifts

Lifetime Gifts & IHT

£150.00
Our double-sided A4 factsheet, customised with your logo and contact details, explains the current rules and allowances in an easy-to-understand way for your client.
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Will Storage

£150.00
Our double-sided A4 factsheet, customised with your logo and contact details, explains the importance of your client securely storing their will and the problems that can arise when the original is lost by the testator storing this at their home.
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Trust Registration

£150.00
Our double-sided A4 factsheet, customised with your logo and contact details, provides information on the Trust Registration Service and the information that trustees are required to register. This is a practical guide to highlight the need for trustees to register and maintain records, with 'how to' steps for those who feel confident in registering the trust independently.
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Business Relief

£150.00
Our double-sided A4 factsheet, customised with your logo and contact details, explains what Business Relief is, the rules from April 2026 and case studies to highlight the benefit of BR in estate planning.

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    Description

    Buy all factsheets from the Estate Planner’s Toolkit and get your choice of one of the following for free:

    • Attestation package
    • NRBDT package
    • lifetime trust guide