Professional Wills Inheritance Tax avoidance Care home fee planning EPA Cheshire North West Lancashire Manchester
We are a professional provider of Will writing and estate planning services, specialising in Inheritance Tax avoidance and Care Home fee planning. Full members of the Institute of Professional Willwriters and we carry full PII
Latest Questions
- Inheritance Tax : Can it be avoided?
- Care Home fees: Will I have to sell my home?
- Lasting Power of Attorney: Do I need one?
- Businesses: Can I pass it on free of IHT?
- Civil Partnership Act:: How does it affect me?
To ask a question or request more information
Introducers
Whether you are a Bank, Building Society, IFA network or an IFA working on your own, we have an earning opportunity that can be tailored to suit your organisation.
Why become an introducer?
By working in partnership with EPS, you can offer a professional Estate Planning and Will Writing service for the benefit of your clients, which is entirely complementary to your own services. In fact, it can be an integral part of what you offer.
Naturally we pay you a share of any fee that we receive from the Clients that you introduce as well as helping you to identify new opportunities for tax and investment planning. What's more by making our services an integral part of your own we are confident that you will find a whole new source of referrals to other Clients who have the same needs.
Benefits to the Introducer
As well as receiving commission on all introduced business the following benefits can be expected:-
- New Business
- Marketing Support
- Recurring Income
- Dedicated Intermediary Support
- Best Advice
- Client Retention
- Professional Indemnity Insurance
How we work with Introducers
We will make working with EPS as easy and straightforward as possible. We will keep you fully informed throughout the whole process. We are aware that we are dealing first and foremost with your Client.
Once you refer your client to EPS one of our qualified estate planning consultants will take the Clients instructions and we will handle the introduction from start to finish. Alternatively, if you are a financial advisor, and should you really wish to take your clients' own instructions you would need to become an Associate Member of the IPW and pass their initial instruction taking examination to meet our strict PII conditions. There would also be an ongoing CPD requirement.
We also recognise that we are all experts in our own fields and that wearing a number of "hats" with a client could cause a serious confidence issue for some clients. In addition you are probably already more than busy running your own business without the burden of additional products, training and CPD.
Our aim is to develop a long-term relationship with you and your Clients and to provide a thoroughly professional level of service and support to you and your Client.
To contact us to discuss how we can work together please click here.