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Referral guides for professional firms - spotting the moment, referring clients compliantly, and earning a share.
Showing articles tagged Wills & estates — clear filter
Wills after divorce: the referral clients don't know they need
The end of a marriage changes almost everything about a client's estate, yet the will they made during it usually survives untouc…
The business owner with no succession plan
Business owners pour years into building something valuable, then leave its future entirely unplanned. For any professional worki…
The dying-intestate risk any professional can flag
Dying intestate is not a rare misfortune; it is the default for anyone without a valid will. Understanding the basic risk lets an…
When an accountant should refer a client for probate help
When a client dies, or a client loses a family member, the administrative burden that follows often surfaces first through you. T…
The client whose assets outgrew their old will
As clients accumulate wealth, the will they wrote years ago can become dangerously inadequate. Noticing when someone's assets hav…
Second marriages and blended families: the estate referral
Second marriages and blended families create some of the trickiest estate situations there are, and clients rarely appreciate the…
Trust structuring: where the tax adviser stops and the specialist starts
Trusts sit at the intersection of tax and legal specialism. Tax advisers analyse the tax consequences; will and estate specialist…
The will your accountancy clients never wrote — and your cue to refer
You know more about your clients' finances than almost anyone. That knowledge puts you at the exact moment a will conversation sh…
The stale will after a life event: your cue to refer
Many clients believe that once they have made a will, the job is done for life. In truth, a single life event can leave that docu…
The will nobody made: closing the gap for the next generation
Why the probate professional who has just administered an intestate estate is uniquely placed to break the cycle for the family l…
No lasting power of attorney: the safeguard clients skip
Estate planning is not only about death. A lasting power of attorney protects a client if they lose the capacity to make decision…
Why tax advisers hear the inheritance tax conversation first
Tax advisers quantify inheritance tax exposure before anyone else in a client's professional circle. Here is how to turn that fir…
Tenants in Common and the Will That Must Match the Ownership
The moment you set up a tenancy in common you change how a person's largest asset will pass on death. Very few clients realise th…
Referral fees for probate professionals: what the rules actually say
A plain-English guide to the rules on referral fees for probate practitioners, estate administrators and funeral directors in the…
Shareholder agreements and the wills that must match them
When you review ownership documents you often discover the shareholders' agreement and the owners' personal wills tell different …
Referring your higher-net-worth clients well
Higher-net-worth clients rarely need one thing in isolation. Knowing when to bring in a specialist, and how to do it well, is cen…
Referring a recently bereaved client, with care
When a client loses a spouse or parent, practical and financial questions arrive whether they are ready or not. Knowing how to re…
Why probate professionals are perfectly placed to fix Britain's wills gap
Probate practitioners see the cost of intestacy and stale wills first-hand. This article makes the case that they, not will-write…
How funeral directors and probate professionals make consented referrals
How funeral directors and probate professionals can refer bereaved families to vetted, regulated specialists using an opt-in, evi…
A vulnerable beneficiary and the trust conversation
When a client has a disabled, dependent, or otherwise vulnerable relative, a straightforward inheritance can create real problems…
Referral fees for probate professionals: doing it properly
A fresh look past the 'are they allowed' debate at what a properly run referral-fee arrangement actually requires in day-to-day p…
Probate Purchases: Executors Surrounded by Financial Decisions
Behind every probate sale or purchase sits a family managing an estate, often for the first time, and usually with more decisions…
The mortgage broker's guide to wills and estate planning referrals
Why completion is the natural moment for wills, LPAs and estate planning, what to listen for in client conversations, and how UK …
Pre-need and funeral-plan clients: the estate-planning conversation
How funeral directors serving pre-need and funeral-plan clients sit at an unusually good moment to introduce estate-planning help…