Scarlett Musson: Where there's a will, there's a 'hey'

Will-writer warning signs

clock • 3 min read

Effective instructions to protect their wealth after their death are a vital element of long-term financial planning so here Scarlett Musson runs through danger signs to beware when recommending will-writers to clients

Q: I've worked as a financial adviser for more than 40 years, and have a number of clients I have supported through many of the major milestones of their lives. I have always encouraged clients to think about their financial planning as a lifelong process, and talked to them frankly about ensuring they protect their wealth after their death, or should they suffer mental deterioration. On three separate occasions over the past few years, however, clients have created wills with ‘specialist  will-writers' that have had major errors, omissions, or breaches that make them impossible to imple...

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

News editor's view: The devil in the Budget detail

News editor's view: The devil in the Budget detail

The news editor's Friday Night Takeaway from 30 October

Isabel Baxter
clock 30 October 2026 • 2 min read
What's spooking financial advisers this Halloween?

What's spooking financial advisers this Halloween?

Experts share what's keeping the profession awake this spooky season

Professional Adviser
clock 30 October 2026 • 4 min read
Feel Good Friday: CISI urges financial planners to give 'one hour' to upcoming Financial Planning Week

Feel Good Friday: CISI urges financial planners to give 'one hour' to upcoming Financial Planning Week

Event takes place January 2027

Professional Adviser
clock 30 October 2026 • 1 min read