On a practical level, Alan Steel, director at Alan Steel, said advisers should proactively speak to their clients and their clients’ support networks.
He said: “The regular communications advisers have had over the years will pay dividends at such a time like this.”
Scott Gallacher, director at Rowley Turton, said his firm would still involve a client's family or friends in the conversation wherever they possibly could.
He added: “While normally this might take the form of a meeting, it is still possible to include them by copying them into letters or emails and double checking any recommendations with the family by way of a separate phone call.”
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