Why every client with a business should be encouraged to write a will

Whether a client is in the accumulation phase of their retirement plan or post-retirement and taking income through an invested means, such as drawdown, being able to effectively manage the client's investments is essential for the advisory firm. Nobody likes to think about, or plan for, their death. But if you have a client who owns all or part of a business, then it is essential that they make a will. Without a will, a client's shares could be sold, the business could be broken up or it could fall apart without the correct day-to-day running in place. This article looks at why a ...