To demonstrate how Skipton could work with your clients they have put together this illustrative case study.
To demonstrate how Skipton could work with your clients they have put together this illustrative case study.
It is my pleasure to announce that Siobhan Rattigan-Smith has joined the The Society of Will Writers Board of Directors.
It has recently come to our attention that for a period of time there was an error with the wording of certain trusts over property in an older version of the software Sure Will Writer.
There has been an increased demand for estate planning services, and naturally many Full members have been looking to take on Affiliates.
What a fantastic conference! A big thank you to everyone who stopped by The Estate Planner’s Toolkit stall.
Louise Newton, a Financial Adviser at Skipton Building Society, was delighted to attend the Society of Will Writers Conference.
Trust registration is nothing new. Please see the following article for our latest update on the new Trust Registration Service (TRS).