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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
Portfolio succession: the estate-planning referral landlords ignore
The bigger a landlord's portfolio, the more they have avoided the question of who inherits it and how. You are well placed to sur…
The client with no will: the commonest referral you're missing
The single most common estate-planning trigger is also the easiest to overlook: a client who has simply never got round to making…
Later-life lending clients and the estate-planning referral
Clients arranging later-life lending are usually weighing what they leave behind. The estate-planning referral could not sit more…
Joint Owners, New Debt, New Dependants: The Wills Referral Moment
Buying a home together, taking on a joint mortgage, and starting a family often happen within the same short window of life. That…
Inheritance tax on an estate: when to bring in a specialist
A practical guide for probate professionals on spotting the estates that warrant specialist tax input, and how to make that intro…
The IHT computation that becomes an estate-planning referral
Tax advisers see the inheritance tax exposure before anyone else does, usually while preparing something else entirely. Here is h…
The family solicitor's client after settlement: where the money questions go
Divorce turns one financial plan into two blank ones: a settlement to invest, a will that must be rewritten, protection naming th…
Founder personal planning: the referral consultants overlook
Consultants pour energy into the business's roadmap while the founder's own financial and estate planning goes unmentioned. Namin…
The executor's own affairs: the will-and-LPA referral moment
Why the executor sitting across your desk is the most receptive audience you will ever have for a will and LPA introduction, and …
The conveyancer's completion-day checklist: wills, cover and the client you just created
A practical completion-day checklist for conveyancers: the wills, protection and planning flags hiding in every file, and how to …
Completion week: new debt, new dependants, no will
The week a mortgage completes is when a client's exposure peaks. New debt, people depending on them, and frequently no will make …
Property abroad: the will complication that needs a specialist
Foreign property sounds like a lifestyle detail, but it can complicate an estate enormously. When a client mentions a place abroa…
A new baby and no guardianship clause: the wills referral
A new arrival changes a family overnight, yet the one legal safeguard most new parents overlook is a guardianship provision. When…