Dear Colleagues, There must be few members that, by now, are not aware this is our 25th anniversary, so this year we want to make our annual conference in October extra special. As part of our celebrations we want to encourage more members to attend than ever before, so to this end we have revised…

As part of the Society of Will Writers 25th anniversary year, we are again revisiting IFA’s and other professions in the financial services sector. For years, IFA’s felt providing Wills for their clients was a waste of time and resources, especially when they could be out selling their own products. Today the market is totally…

We’re living in an increasingly digital age, where most people maintain some form of online presence. This may be via maintaining their own personal websites or interacting with social media.  Most people interact with social media on a quite mundane level but making a career out of social media is becoming increasingly common. In recent…

In CASE you missed it… Forfeiture rule excluded in tragic case of assisted suicide In this new regular feature, we will 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. All cases covered will be recent, relevant, and widely…

The phrase Customer Centricity is used often today as if it’s something new and mystical, and it’s often used by people without really knowing what it means. I’ve been working all my life, and I am now 68, I left school at the age of 15 and started work in Sainsbury’s, not the modern supermarkets…

Certificate Providers: Setting the Scene When it comes to the granting of decision making powers under a Lasting Power of Attorney (LPA), be they Property & Financial powers or Health & Welfare powers; in each case it takes three persons to make an LPA.  The Donor creating the decision making powers in the first place,…

We’re very often asked the following questions: ‘How do I know if my Will is valid?’; ‘How long does my Will stay valid for?’ and; ‘Can I make any changes to my Will?’ The following article will address these questions as well as some rumours that we’ve heard over the past few weeks regarding the…

Choose your Will Writer wisely If a Will Writer is a member of the Society of Will Writers and Estate Planning Practitioners, we expect that they abide by our three compulsory requirements of Membership.  These include ongoing training and development, code of practice compliance, and a comprehensive insurance policy to cover their estate planning activities. …