The service provided by Goldsmith Williams Solicitors will enable brokers to assist clients across a wider financial spectrum and help them safeguard their own and their family’s future financial affairs. Clients can expect to have their will prepared within 14 working days with Goldsmith Williams, who offer a safe and secure storage facility and a free will review for an annual fee of £10 plus VAT or a lifetime storage fee of £50 plus VAT. The cost for a single will instruction is £50 plus VAT and £75 plus VAT for a joint will. A complex single will instruction will cost £130 plus VAT with a complex joint will instruction is £260 plus VAT. Intermediaries can add a legal and administrative fee to the cost of the will at their discretion.
Phil Whitehouse, head of TMA, commented: “Confronting mortality is not something most people are comfortable with but everyone should put measures in place to ensure that their financial affairs are left in good order after they have gone. In the current economic climate it is vital that intermediaries look at putting themselves in a position to offer a wider range of services to their clients. Not only will this enable them to earn extra income from each client interview but it will also give opportunities for ongoing client reviews and form the basis of spotting opportunities for holistic advice and potential sales across a range of product areas.”
