Whilst it is important to ensure that your clients understand that you are taking Will and Estate Planning instructions and are not tax advisors, it is useful if you are aware of how inheritance tax works and how it may impact your client’s estate.

This will put you in a solid position to analyse their situation and, if necessary, bring in specialists should the estate be particularly complicated.

At The Business School Of Will Writing, we will train you how to advise your clients of the best possible solutions and if necessary introduce you to 3 rd parties that deal with the larger and more complicated estates.