Equity release provider Key Retirement Solutions has announced plans to expand into the estate planning sector.
While the company has been building its estate planning team over the last two years, this service was only provided alongside the equity release proposition for referral partners. However, now the team will be able to work solely on estate planning business for new and existing partners. Services offered include will writing, lasting power of attorney and inheritance tax planning. "Of the customers we see, 71% don't have a will in place and of those a further 86% don't have a lasting power of attorney," says Key Retirement Solutions group director Dean Mirfin. "Usually estate plan...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes