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Did you know? 70–80% of people research a company online before visiting the business or making a purchase with them. How your business appears online; it’s what people find when they search for your business or company on the internet.
The equity release conveyancing process relies on face-to-face advice and wet signatures as a legal requirement. Since the outbreak of COVID-19 and the associated social distancing and sheltering measures the Equity Release Council has been in close consultation with the wider industry to work to find alternative solutions which will enable cases to complete without a face-to-face meeting with a solicitor.
Recent innovations in the equity release market have meant that we are now able to provide expert advice over the phone. This can be a huge change to the face-to-face meetings you might be used to. We have put together some handy tips to help you provide telephone advice to your clients.
You’ve got the right qualifications, years of experience, a great business, and a beautiful website… but you’re struggling to generate the volume of enquiries you want. Sound familiar? If you are not getting enough enquiries it’s simply because not enough people know about you.
The nature of business has changed due to the COVID-19 Pandemic. Working from home is now a day-to-day reality for a growing majority of the workforce, and due to the complexity of financial advice, this demand means the way many advisers work will have to adapt as well.
Around the world, millions of people have also been told to stay at home in a bid to slow the spread of COVID-19. But turning your home into your office is tricky, even in the best of times, as trying to separate work and life when they’re both happening in the same space is hard. Fortunately, there are now a huge variety of tips and tools to help you to make the change from office to home successfully.
Gifting now vs. an inheritance later – the pros and cons
As a wealth manager, IFA, accountant, will writer or solicitor you’ll most likely be used to seeing clients coming to you with their concerns about Inheritance Taxes (IHT). These are valid concerns, of course, given that the part of an estate that exceeds the IHT threshold can be taxed at up to a not insignificant 40%.
Five benefits of working together with other experts to provide more holistic later life advice
Later life advice is becoming more complex. As people now live longer than before the lines between work and retirement are blurring, while the financial implications of an extended retirement and the associated care costs can be daunting.
Why equity release is increasingly relevant for high net worth clients
Years of solid house price growth in the UK has left many individuals and couples with a very large sum of money locked in their homes. Equity release is, of course, one way of unlocking this accumulated wealth without the substantial disruption of leaving a much loved home.
How to build a stronger mortgage market for under 35s
The difficulties young people experience in getting on the property ladder has been widely discussed. It’s clearly bad news for the country’s young people, but the hard time under 35s are having acquiring their first property has wider effects on the housing market and indeed on mortgage brokers, who simply have fewer deals on the table.