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Boost your digital presence in 5 steps

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.

Free Google tools to help your business thrive

Put simply, the world searches on Google. It is undoubtedly the most powerful search engine, handling over 90% of all search queries and dominating the search market.
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Equity release conveyancing process

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.
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5 tips for telephone based advice

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.

15 tips to increase your website’s visibility

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.
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Keeping clients informed in a socially distanced world

Whilst I’m sure we all did plenty of planning for the challenges that 2020 would throw at us, nobody could have foreseen something as unique and horrifying as a global pandemic.
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Telephone based advice

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.
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17 tips to work from home successfully

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%.
 
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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.
 
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The benefits of early engagement with your client’s beneficiaries

Throughout the lifespan of a client relationship, IFAs work tirelessly to ensure that a client optimises their financial planning outcomes including when it comes to inheritance and estate planning.
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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.
 
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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.
 

Start referring today

It only takes a few minutes to register and make an equity release referral.