“It’s not for me” may spring to mind when you hear the words ‘financial advice.’ But the truth is financial advice is something many of us should consider.
“It’s not for me” may spring to mind when you hear the words ‘financial advice.’ But the truth is financial advice is something many of us should consider.
At Charities Aid Foundation (CAF), we have over 90 years’ experience in connecting our donors to the causes that matter to them.
“I don’t know, I’ll Google it.” There are steps you can take to help your wills and probate business appear prominently on a Google search.
Since October 17 the Society of Will Writers has provided their members with the facility to register the Wills they have written totally free on Certainty.
Founded in 1969, Fraser and Fraser has unique experience in the fields of genealogy and international probate research, meaning the firm is particularly well equipped at finding missing beneficiaries to unclaimed estates.
Over the last few weeks, we have reminded members of the importance of GDPR and how the Society is helping you become and remain compliant.
Many of our members believe they are fully GDPR compliant but we thought it worth raising the GDPR myths that are still circulating after over a year.
Technical advice is a topic that needs to be addressed regularly, in a climate of more complex families and their estates estate planning is essential.
Under our Code of Practice, the Society of Will Writers expects our members to observe the law of the jurisdiction in which the member practices.
With the introduction of the Finance Act 2006 the possibility of using lifetime planning for saving inheritance tax was severely restricted using lifetime settlements.