A guide to helping clients make out a will

clock

Linda Cummins, head of wills at solicitor firm Goldsmith Williams, explains how to avoid mistakes when helping a client with a will.

In recent months wills have rarely been out of the financial press, with the issue of regulation at the fore. In July a report by the Legal Services Panel highlighted the ‘shocking’ examples of bad practice across many wills providers, rendering many documents invalid. So, how can advisers ensure they are not making fundamental mistakes when appointing will writers for clients, or undertaking their own will drafting? Best and worst practice Be aware of the risks of bad will writing. Knowing what is best practice, and more importantly what is the worst, will stand advisers in good...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Social media investment advice leaves investors out of pocket - research

Social media investment advice leaves investors out of pocket - research

Over half who acted on social media financial advice regretted it

Isabel Baxter
clock 21 August 2026 • 3 min read
New sexual harassment duty: Can adviser firms show they've taken 'all reasonable steps'?

New sexual harassment duty: Can adviser firms show they've taken 'all reasonable steps'?

'Employers will be expected to take all reasonable steps'

Emily Bradshaw
clock 19 August 2026 • 4 min read
FCA: Top ten wealth management firms hold nearly 90% of all UK clients

FCA: Top ten wealth management firms hold nearly 90% of all UK clients

FCA Wealth Management Survey

Patrick Brusnahan
clock 18 August 2026 • 3 min read