Inheritance Tax  

How wills and estate planning have changed this year

This could be them holding their ID up to the screen on a live video to check against their photo, and requesting copies of their ID to cross reference. 

Any client who wants to complete this planning should have the option to do so.

This is very important, even more so in the current climate.

You can refer a client onto a local solicitor or will writer. There are red flags to be aware of, such as checking qualification credentials, the professional indemnity insurance in place and, of course, reputation, but it could be a step that saves considerable time.

Scarlett Musson is a business development director at APS Legal and Associates, part of The SimplyBiz Group