Which Trust Is Right For My Clients’ Lifetime Planning?
The above heading is always an important question when you meet with clients either for the first time or maybe as a result of a review due to time passed or a change in circumstances. The first thing to consider is whether my clients indeed need a trust at all, however the answer to this […]
Life On An Emotional Rollercoaster – What It’s Like To Be An Heir Hunter
No doubt about it—when you are a probate genealogist (or heir hunter as most of the public know us as) your day’s work often runs the gamut of every emotion. From elation to sadness, excitement and joy, and everything in between, it’s an emotional rollercoaster, writes Danny Curran, founder and CEO of Finders International. The […]
Top Ten Funeral Plans – Which Is The Best Buy?
Lots of people list Top Tens or lists of Best Buys funeral plans, but funeral plan quotes are a different kettle of fish. Each recommendation should be based on the preferences of a single individual, their current location and likely changes. Thir finances also have to be considered. Will the best buy be the plan […]
Updated Guidance From The Equity Release Council
The Equity Release Council has released updated guidance for practitioners, which highlights some of the most important factors to consider during the advice process and ensures its rigorous standards are met. A new Checklist for Advisers was issued to adviser-members following a review by the Council’s Standards Board which was informed by conversations with major […]
Reminder: Flexible Furlough Is Now In Place
This is just a quick reminder that firms now have the flexibility to bring furloughed employees back to work on a part-time basis. Chancellor of the Exchequer, Rishi Sunak, said: “Our number one priority has always been to protect jobs and businesses through this outbreak. “The furlough scheme, which will have been open for eight […]