We work with financial advisors, mortgage advisors, solicitors and accountants to provide specialist estate planning services that they trust.
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This is great news for those that haven’t already plugged the gap.
DID YOU KNOW?... The deadline has been extended for voluntary NIC payments! The deadline for making voluntary contributions has been extended from 5 April 2023, as previously reported, until 5 April 2025. Want to find out more? Read our latest article with all the information! 👇✔ #NIC #Taxation #Accountancy
Working with TWP reposted this
Delivering the Pro in Probate by helping estate planning and financial partners to grow their business.
*******BREAKING NEWS******* I bumped into Keith Downie from Sky Sports recently and seeing as he is linked to 'BREAKING NEWS' moments, I thought it apt to use this image to share the agenda for the next ZEDRA Group Do More Achieve More Estate Planning Webinar. The date is the Tuesday 31st October 1030 - 1200 and we have another spooktacular line up for everyone. First up, we have Katie Johnson joining us from Today's Wills & Probate who will be sharing the hot stories of the last month and I'm sure the huge success of BWAPs will be discussed. Next up, we have the engaging Martin P Holdsworth from IDR Law doing a session on Larke vs Negus requests. Hopefully you'll never get one but what would you do if you did ? Our final session will be delivered by Oliver Asha - TEP from Capacity Vault. The session will be focusing on "An update on wills and capacity since the pandemic". Capacity Vault are an award winning firm who recently won Best use of technology and Best Innovation at the Modern Law Awards and are popular on the estate planning conference circuit. If you want to be part of this relaxed and informative group, then please put your email address below in the comments or message me directly and I'll add you to the distribution list. The TEAMs link will be sent out by Monday 30th and you don't have to be a partner of ZEDRA to attend. Just a willingness to learn and explore new ways of working and improving your business. #wills #probate #trusts #DoMoreAchieveMore
Working with TWP reposted this
Delivering the Pro in Probate by helping estate planning and financial partners to grow their business.
Can you put the Pro in Probate ? If the answer is yes, then we would love to hear from you. Due to the increase in referrals and new business, we are looking to add more dedicated case managers to our experienced team. This great opportunity has come about as we believe in providing sensible workloads that allows our team to forge meaningful relationships with their clients and providing a first class service. Although we are based in Knutsford Cheshire, we will welcome applications from anywhere in the UK as we believe its about being the right person for the right job and we welcome homeworking where possible. Our mantra is to Do More. Achieve More so if you would like to know more about this exciting opportunity then please feel free to reach out to myself or contact Paula Barlow. Together we can Be More. #DoMoreAchieveMore #BeMore #Probate #estateadministration
Our service is unmatched! Why not recommend us and grow with us while giving your clients what they need? Contact us at [email protected] or 0161 528 9929 to learn more about joining our team of introducers. #b2bgrowth #referralprogram #willwritingbutfriendlier #twp
Don't take it from us... https://www.twp.co.uk/ #thewillwritingpartnership #ollierocks #willwritingissexy #willwritingbutfriendlier #TWP #teamtwp #HereToHelp #EstatePlanning #LPAs #REVIEW #Testimonials #Service
Looking to add value to your business? Your client's wishes and legacy deserve proper protection and protection. At The Willwriting Partnership, we specialise in crafting bespoke, comprehensive wills that safeguard their assets and loved ones. Partnering with us gives you access to our expertise, custom solutions, peace of mind, and efficient process - all while earning competitive compensation through our referral program. Strengthen your client relationships and enhance their financial security by recommending our services as their one-stop solution for estate planning needs. Contact us today at [email protected] to learn more about this opportunity. #TWP #EstatePlanning #WillWriting #ReferralProgram
Are you for or against changes to IHT?
💡City broker calls for widened IHT relief to 'boost UK stock investment' The head of a prominent brokerage firm in the City has urged the government to broaden inheritance tax relief to encompass more stocks listed in London, aiming to stimulate investment in the UK. Full story: https://lnkd.in/eNKPq5XM #wills #probate #IHT #inheritancetax
Working with TWP reposted this
Property is one of the most valuable assets a person will own during their lifetime, but it can also leave a hefty inheritance tax bill for loved ones. This is becoming increasingly common due to the substantial increase in house prices in recent decades, while the inheritance tax (IHT) threshold has remained static at £325,000 since 2009. Our tax and financial planning expert, Rachael Griffin: “Your home is one of the most valuable things you own, so it is important to consider how best to pass it on to your loved ones." Read the full article.
Great article! Later life planning should start earlier than most people think. The estate planning world is filled with young faces and that's a good thing right, Jordan Clark?
In this week's Money Makeover, married couple Ade and Rachel Rogers-Wright, 37 and 32, have managed to build up a pot of savings and investments – but a rethink in strategy is needed if they want to retire early. What complicates their ambition is a potential house purchase in a few years: the couple would like to buy a £350,000 property in the area around Gravesend in Kent. Our financial planner, James Marston, shares his thoughts on how the couple could best achieve their goals. Subscription required.
We are happy to work with some great St. James’s Place advisors. Stuart Sandison, Amy Precious and George Minas FPFS to name drop a couple! #financialadvisors #wewritewills #clientcomesfirst #workingtogether
We're pleased to share that we've been named the "Consumer Champion of the Year" at the MoneyAge Awards. This recognition underscores our commitment to always putting the consumer at the heart of everything we do.