How does Estate Planning work?
A Golden Opportunity
Everyone knows that they should have a Will, but you may be surprised to learn that over 70% of the adult population in the UK has not got around to making one. Even more surprising is that of the 30% that do have a Will in place this is often out of date, or will not achieve what they actually intended it to do!!
All of this means that there is a very important reason for you to speak to clients (both new and existing) about their Will and estate planning arrangements, and a partnership with Countrywide is a golden opportunity to create new income streams that add real value to your business, whilst enhancing existing client relationships.
A partnership with Countrywide is a partnership with your client for life
Not only will you be able to add value to your existing clients, generate a brand new income stream and benefit from referrals in this new service but Countrywide’s expertise in cradle to grave strategies ensures contact with your clients throughout every stage of their life!
Providing simple yet effective solutions for all your client’s needs whatever their situation and budget, from basic Wills to Business Succession strategies, wherever your client resides in the UK.
So, what exactly is Estate Planning?
Estate planning, also referred to as wealth preservation or succession planning, is the process by which an individual or family arranges the transfer of assets in anticipation of death. An estate plan aims to preserve the maximum amount of wealth possible for the intended beneficiaries and flexibility for the individual prior to death, with the application of Wills, Trusts and other legal products.