With so many options available to the general public (and your clients) to get a will written, it's quite shocking to know that around 60% of UK adults still don't have one. EP4A believe there is a huge opportunity to work together with a select number of IFAs to both maximise the potential of estate planning with thier existing client base and to lead with estate planning into new clients.
Another opportunity lies in the fact that only 1% of UK Adults have Lasting Power of Attorney (LPA) in place. EP4A can help your clients avoid the situation where an unforseen incapacity leaves estates in limbo. We strongly believe that where there's a Will there should always be an LPA in place to ensure the estate remains liquid and accessible.
Less than 1% of IFAs get involved with bereavement services for their clients, the average IFA gets to know 33 days after the death of a client. EP4A, as a professional executor, ensure that you're one of the first people to be informed about the death of your client and we put you in a position to continue to advise.
Darren Fulford, Director
Through his many years of experience, Andy is able to quickly gather the information necessary to provide assured advice when it comes to protecting our clients and their loved ones. He offers a speedy, efficient and inexpensive option – we recommend him and his services to a large number of individuals every year. Andy is really friendly in his approach to collecting information. He understands that ‘Will Writing’ can be a sensitive matter for many. He has, and continues to, give us great advice.
Ernesto Andrade-Paris, Director
Andy has arranged my personal wills and POA and I have also introduced him to several of my clients. He has always displayed a professional attuite and has in depth knowledge of wills trusts and POA’s.
I would recommend any advisor to review his services which are very competitive in the market place
Gordon Craig, Director
We have recommended a number of clients to Estate Planning 4 Advisers and have been delighted with the professional manner in which Andy has explained matters to our clients and recommended action for them to consider. EP4A provide a holistic service and make all appropriate recommendations necessary to our clients, to protect them and their family both from a financial standing and also their health and wellbeing status. We will continue to offer this service to clients requiring assistance in these matters with the knowledge that they will be handled efficiently and with care by Andy and the team at EP4A.
