We offer two types of Estate Planning service to IFAs;
Where IFAs take instructions, they will need to have attended one of our training courses which we hold throughout England, Wales and Northern Ireland. We also hold regular, free training sessions for all of our IFAs at our Head Office, which are always well attended and there has been plenty of positive feedback.
The initial course is one day followed by a ½ day seminar 2 months later, complemented with regular further training sessions and online materials. The course covers all aspects of estate planning through testamentary instruction and also develops a profound understanding of how to use Wills to increase Financial Services sales.
Where IFAs prefer to refer clients to us, we assign a dedicated Goodwills Legal Services consultant to work with the practice. Of course, any information which could lead to financial services sales will be passed back to the IFA practice by the consultant.