Messed laid plans – five estate-planning ‘red flags’

Many people are, unfortunately, still less comfortable with the idea of estate-planning and will-writing than they are with other types of financial planning, writes Erica Hancock

Perhaps this is because they feel the information required is difficult to find, hard to understand or uncomfortable to think about. Whatever the reason may be, because a lot rests on this type of planning, it is just as important to get it right for your clients and their families. With this in mind, as a wills and probate practitioner, I wanted to raise some red flags we commonly come across in our day-to-day work.

SimplyBiz Group (LON:SBIZ) launched in 2002 with a groundbreaking proposition designed to provide directly authorised advisers with a new level of support. Today, it is the largest supporter of directly authorised advisers in the market.

The core principles of the business are the same today as they were when we launched – to put the needs of financial advisers and their clients at the heart of everything we do. That’s why you will only find market leading products and service on offer from SimplyBiz, all designed with that principle in mind.

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