Estate planning

Arranging a Will or Lasting Power of Attorney without the guidance and advice of a professional can be both overwhelming and complicated for clients. With permission from the introducer, we are able recommend our experienced estate planners.

Wills

Without a Will, the government can decide who inherits a person’s possessions, property and money (estate) according to the Laws of Intestacy. A valid Will can ensure clients are able to make their decisions known when it comes to their estate.

Everyone over the age of 18 could benefit from having a Will, although almost two thirds of the UK adult population don’t have one that is valid. During the fact find with your clients, you should consider including a question on Wills.

Having a Will allows your clients to

  • Make wishes known
  • Ensure provision is made for dependants
  • Incorporate charitable donations
  • Make a difficult time a little easier for loved ones

Lasting Powers of Attorney

A Lasting Power of Attorney (LPA) allows clients to legally nominate someone with the authority to make decisions on their behalf should they lack the capacity or no longer believe they are able to do so. There are two types of LPA: Property and Financial Affairs, and Health and Welfare.

If your clients have a drawdown equity release plan, it could benefit them to set up a Financial Affairs LPA in order for someone to be able to access funds on their behalf, if ever required.
 

LPAs allow your clients to

  • Make wishes known
  • Ensure they are appropriately cared for, should they fall ill
  • Ensure their wishes are carried out by somebody they trust

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Why choose Key Partnerships?

Award winning service

We have won over 50 awards in the last 10 years as part of Key Retirement

Outstanding commission

The average payaway per completed case in 2016 was £1,319

Nationwide coverage

We have an expansive network of advisers across the UK, along with a dedicated telephone adviser support team