Many of our members believe they are fully GDPR compliant but we thought it worth raising the GDPR myths that are still circulating over a year after GDPR came into force. GDPR is just like Y2K 25th May 2018 came and went – just like 31st December 1999. Despite what many still believe, GDPR is…
A guide to getting help and technical advice This is a subject that has been written about in past newsletters and articles, the last one being 11 January 2019, but it is a topic that needs to be addressed regularly, in a climate of more complex families and their estates estate planning is essential. Let’s…
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. Within this, we highlight certain statutory obligations to protect consumers – unsurprisingly, this includes the Consumer Rights Act, Consumer Credit Act and Unfair Trading Regulations but perhaps surprisingly it also…
With the introduction of the Finance Act 2006 the possibility of using lifetime planning for saving inheritance tax was severely restricted using lifetime settlements. By contrast, the use of trusts in Wills still have many of the old tax saving options available to him or her, most of which continue to use settlements. The will…
I have addressed this topic before, and still I fail to see how individuals, companies view the importance of the role of consultant (Aff.SWW) when it comes to registering their existence with the Society. The consultant should be regarded as the one person who can make or break your company; after all it is the…
In CASE you missed it… It’s time again for “in case you missed it”, where we examine key cases in relation to will writing and other estate planning activities to keep you up to date on recent developments in the law. This time we’ll look at Naylor & Amat v Barlow & Others [2019] EWHC…
On the 16th and 17th of July The College of Will Writing trialled two new courses, delivered by award-winning entrepreneur Paula Finch. These courses form part of a new series dedicated to business development and will be run again from Autumn onwards. I sat in on both days, not just to test the quality, although…
Writing a will is an important task and one that shouldn’t be neglected. Obviously a will is there to distribute your estate to the people you want to inherit it and to appoint people you trust to make sure your wishes are carried out, but it’s also an opportunity to pass on items of sentiment…
Communication What a year 2019 has turned out to be so far. The team in Lincoln has pulled out all the stops to ensure that the Society, your Society, listens and acts on your comments and suggestions. As soon as we returned to work in January, the team had a day brainstorming what we needed…
Most of us have probably come across the term “guardian” or “guardianship,” but have you ever stopped to think about whether this is something you need to put in place? As a parent, it may be something you think you may never have to consider but the safest option is to make provisions for your…
