The Works

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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!

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.

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.

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.

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.

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.

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

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.

This video is ideal for the home page / wills page of your website. It gives a quick and friendly introduction into the main benefits of making a will and why they should choose you as a professional to help with this. Here is a snippet. As with all Estate Planner's Toolkit videos, it will be branded with your logo and contact details. We can also include your trade association logos (e.g. SWW, IPW) for extra credibility and professionalism.

Help your clients understand how the flexibility of a discretionary trust can enable them to leave a lasting legacy for their loved ones. https://vimeo.com/825958363/965396190a?share=copy

Our 2-minute animated explainer video, customised with your logo and contact details, helps your clients to see the risks of leaving everything to the surviving spouse through a basic mirror will. It explains how a protective property trust can safeguard inheritance for the future.  

‘Do I need Probate?’ This video helps to explain the risks involved in DIY probate and why they should contact you for help.

Our animated explainer video, customised with your logo and contact details, busts the common myths that stop people making LPAs and helps your clients understand the facts and benefits of acting now.

Do you have a system for recording the execution of wills that you witness?  Are you well prepared for when a Larke v Nugus request comes in?Our attestation record package gives you a practical system for recording the information you need to deal with such claims that may arise in the future.

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.

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.

Explaining Nil-Rate Band Discretionary Trusts to your clients isn't easy, however, the recent changes to inheritance tax and freezing of nil-rate band levels means that there is a growing need for NRBDTs to be considered as part of estate planning options.

• A two-page general guide to NRBDTs

Five single pages per topic so that you as the adviser can select the relevant one for your client.

• NRBDT guide for unmarried couples
• NRBDT guide for remarried widows/widowers
• NRBDT guide for couples with estates over £2million
• NRBDT guide for families
• NRBDT guide for blended families

The NRBDT package will be branded with your logo and contact details and can be used online or printed.

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.

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.

This is our brand new Flexible Life Interest Trust explainer video. Help your clients understand how a FLIT works and how this can help protect their legacy for future generations. https://vimeo.com/1015707100

This comprehensive four-page guide explains what a lifetime discretionary trust is, the benefits of using lifetime trusts as part of estate planning, taxation of a lifetime discretionary trust, the differences between will trusts & lifetime trusts, and many more answers to FAQ's. Written in plain English, this valuable guide will help your clients understand the key information about lifetime discretionary trusts, save you time and increase valuable opportunities (where appropriate) for lifetime trust and estate planning work in your business. Your Lifetime Trusts guide will be branded with your logo and contact details and can be used online or printed.

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