In our last article we looked at some potentially common issues you as an estate planner could face from a client. This article will hopefully provide some helpful tips on what you can do to address such situations
For the LGBTQ+ community, having an estate plan and writing a will is extremely important. To celebrate pride month, and to provide some insight into estate planning for LGBTQ+ families, we are taking a look at the places that are overlooked when making a will, and the unique challenges that this community faces when planning for their futures.
The instruction taking process for Wills and Lasting Powers of Attorney can be a timely and sensitive process for clients. For this reason, it is important to have a good and trusting relationship with your clients where they feel comfortable that their wishes are being listened to and implemented in their estate planning documents, where possible.
Being a member of the Society of Will Writers comes with a range of practical benefits that support you, your business, and your clients. Whether you’re just starting out or more established, membership is designed to help you build trust, develop professionally, and feel supported in what you do.
“Legal Corner” is our semi-regular feature where the Technical Team pick out a small selection of recent queries to publish. This time it’s three quick-fire questions relating to executors.
As the insurance partner for the Society of Will Writers, Marsh Commercial support members throughout the entire claims process. The variety of claims we assist with highlight the unique challenges and risks faced by will writers.
For some time it has been well known that any gifts to registered charities are free from inheritance tax if they are made to a UK based charity, whether made during your lifetime or in your Will.
It is of vital importance to us at The Society of Will Writers (SWW) that our standards remain the highest in the estate planning profession. Central to this commitment is our annual audit process.
The SWW Professional Standards Board is pleased to announce a new suite of template documents designed for the appointment of Locums. Under Section 2.13 of the SWW Code of Practice, maintaining a succession plan or locum arrangement is a mandatory condition of membership. While this has always been a requirement, we are now providing a...
Our last article raised a number of common issues we come across when gifts are made in a Will. Here are some more common reasons for a gift failing which we will explore in this article.
The Society of Will Writers is a non-profit making self-regulatory organisation whose primary objectives are the advancement, education and ethical standards within the will writing profession.
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