Just Wills offers estate planning service through IFAs

clock

Just Wills is launching two new scheme to enable IFAs to integrate Will-writing and estate-planning services into their existing practice.

The “Affiliate” scheme is a business development package, with a model that establishes three new revenue streams along with a defined exit strategy for the business via a “Practice Buy Out” scheme. In joining the Will writing service, the IFA would produce the Will under licence from the company, who charge a fixed royalty for each document. David McMaster, managing director of Just Wills, says: “We feel that this is an opportunity not to be missed. Many financial advisers pass up the chance to write Wills for their clients. They should view this as a new revenue stream.” If you hav...

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 Mortgages

Client conundrum: Mortgage overpayments versus investments

Client conundrum: Mortgage overpayments versus investments

1.4 million people will see mortgage deals end this year

Laura Suter
clock 22 February 2023 • 3 min read

Summer economic update: Sunak confirms stamp duty holiday in 'mini-Budget'

Mini Budget

Hannah Godfrey
clock 08 July 2020 • 2 min read

FCA sounds alarm on equity release advice

'Tick-box exercise'

Hannah Godfrey
clock 17 June 2020 • 1 min read