Understanding Wills,LPA and Probate

Your Will could prove to be one of the most important documents you ever arrange to be drafted. Those left behind will be glad that you made the effort, and the assets you spent all your life accumulating should end up in the hands of those you intended them to. You may have even been able to avoid some of the complex taxes that can eat away at your estate.

In the latest of our CPD offerings for the PFS community, Stephen Oliver of The Will Company will be talking through the importance of the matters in hand as well as the latest developments within this particular field.

At the end of the session, delegates will realise the importance of how Wills need to be reviewed to be sure of the impact of IHT.

The Will Company was formed in 1995 by Stephen and Tracey Oliver. At the time Stephen was a financial adviser and found it difficult to find a Will writing service that met his needs for his clients. Stephen understood estate protection planning and could deliver good service standards. He wanted to dovetail the Will instruction taking and drafting into his appointment time with his clients and this was sadly lacking in the marketplace.

Tracey worked for a local firm of solicitors at the time and between them they decided to study how to draft Wills for their own clients and after 18 months they started to draft Wills. Other financial advisers known to Stephen requested he draft Wills for their clients and a business was born that today has over 800 advisers and adviser firms using them.

Stephen stepped out of financial services after 15 years as an adviser, in June 2004 to run The Will Company as his main business. He heads the marketing and training side.

The event will be held at the offices of St.James's Place in Cirencester on Thursday 8th November with the talk starting at 2pm and finishing at 4pm. The site has disabled access and there are numerous car parks nearby to the building. There will be a selection of teas ,coffees, water, fruit and small cakes available from 1.30pm.

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