Pavilion Row retweeted
Did you know, when you make and sign a lasting power of attorney you should use a black pen?
An LPA must also be signed in a specific order, and it can’t be witnessed digitally.
For more information, go online 💻 gov.uk/opg
Pavilion Row retweeted
If you missed yesterday's #ripoffBritain episode, you can catch up on @BBCiPlayer. @savvysolicitor1 discusses the risks of asset protection trusts and why you should always seek advice from a regulated legal professional 👇👇👇bbc.co.uk/iplayer/episode/m0…
Pavilion Row retweeted
When a loved one dies or if they are incapacitated, you might wish to access their digital accounts for sentimental items. You can set up your digital accounts so that your loved ones can access them if you’re not able to: bit.ly/3teNmCa #AdvisingFamilies
Pavilion Row retweeted
Becoming a STEP Employer Partner is a mark of quality for #trusts and #estates #businesses globally, signaling commitment to developing the skills and talents of your people. Find out more: bit.ly/STEPEPP #STEPEmployers
Pavilion Row retweeted
@AmeliaJMurray fears another mis-selling scandal with so called ‘Asset & Probate Protection Trusts’ from unregulated providers of legal services & I fear she’s right. Tread carefully & take proper advice @TheLawSociety @SFELawyers thisismoney.co.uk/money/mort…
Pavilion Row retweeted
With just 22% of the UK having an LPA, it's essential to be aware of the risks of not having key legal protection like this in place. #SFELawyers will be able to talk you through the process and help get your affairs in order. Find a local lawyer: sfe.legal/Public/Radius-Sear…
Pavilion Row retweeted
All our advisors are trained and qualified to the highest standards outlined by STEP (Society of Trust and Estate Practitioners).
Honest, reliable advice, that's suited to your clients individual needs and circumstances.
Find out more:
pavilionrow.com/
#Yorkshire #Wills
Pavilion Row retweeted
Pavilion Row retweeted
What would happen if your clients were suddenly unable to make decisions or deal with their own #Financial affairs? Many assume that their family will sort things out however, legally this is often not possible.
Ensure your client and their loved ones are protected with an #LPA.
Pavilion Row retweeted
We often come across clients in later life with assets over the #IHT band and good incomes that they are saving. But for every extra pound they save, they only save 60p; i.e, their eventual #Beneficiaries will be giving 40p to HMRC in IHT!
Find out more: pavilionrow.com/category/inh…
Pavilion Row retweeted
Have you seen STEP’s new report on the Social and Economic Benefits of Trusts? It draws together existing evidence and research on how trusts can be, and are, used for societal benefit. Download it here: bit.ly/2Yq04gY (pdf) #trusts #STEPThoughtLeadership #STEPPolicy
Pavilion Row retweeted
Are you a STEP member who represent 'donors' as a trust corporation? The EW Office of the Public Guardian and UK Ministry of Justice would like your input on online #LPAs for a 40 min phone call; email link here: tinyurl.com/yyxbajrx @STEP_Digital
Pavilion Row retweeted
STEP members: update your STEP profile to ensure we have the correct contact details for you. You can also set your communication preferences to let us know which email updates and newsletters you'd like to receive, and which you'd rather not step.org/step/login
Pavilion Row retweeted
Jennifer Seaman has been published in the @STEPSociety
Journal and the Trust Quarterly Review for her article on the remedy of equitable compensation following the case of Auden McKenzie (Pharma Division) Limited v Amit Patel. Read Jennifer's article here: outertemple.com/2021/01/what…
Pavilion Row retweeted
Trying to explain STEP to your clients or others? Here’s a quick explanation to download tinyurl.com/y5ulx95a (pdf)
Pavilion Row retweeted
What would happen if your clients were suddenly unable to make decisions or deal with their own #Financial affairs? Many assume that their family will sort things out however, legally this is often not possible.
Ensure your client and their loved ones are protected with an #LPA.
Pavilion Row retweeted
Seen our #DigitalAssetsDeepDive article 9, on what executors can learn from Quadriga CX? tinyurl.com/yao5uzvq. Not yet a SIG member? - Join here step.org/sigs-join for access #STEPSIGS @STEP_Digital
Pavilion Row retweeted
📊 T R U S T * T H E * P R O C E S S 📊
Lifestyle #FinancialPlanning (delivered using comprehensive financial planning software) enables us to answer clients questions.
What could you achieve with few financial restrictions?
Find out more today: companionfinancial.co.uk/
#Goal
Pavilion Row retweeted
Your clients should be given relative, up-to-date information, that enables them to make informed decisions. But most importantly, they should be given the choice to ensure their Will accurately represents their wishes.
Find out more: pavilionrow.com/what-we-do/w…
#Legal #Will #Plan
Pavilion Row retweeted
#STEPPolicy attended a recent roundtable discussion on modernising lasting powers of attorney held by @MoJGovUK and @OPGGovUK. This project is something STEP is engaging in and supports. Read our blog here: tinyurl.com/y4tudwvd



















