Professional advisers are playing a crucial role in clients’ decisions to include charitable gifts in their Wills, according to new consumer research from Remember A Charity.
Property ownership in England & Wales is more nuanced than simply whose name is on the deeds. To really understand property ownership, we need to break down the differences between legal ownership and beneficial ownership.
A letter of wishes is a document that provides guidance to your trustees and sits alongside your Will. A letter of wishes is not a legally binding document and therefore there is no legal requirement on the trustees to follow the wishes that are set out.
Lets look at the five most common mistakes people make when it comes to making a will so you can start your planning already knowing how to avoid them.
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 Office of the Public Guardian (OPG) has issued confirmation on significant changes to the way applications for remission and exemptions of LPA and EPA registration fees will be assessed and processed.
Making a Will is one of the most important steps anyone can take to protect their family, assets and wishes after death. Yet, despite this, millions of people in the UK still die without one.
As another year begins, now is a good time to undertake a review of the current policies and procedures your business has in place from the beginning of taking client instructions to issuing final documents for signature.
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.
And so begins another year at The Society of Will Writers.
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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