PARTNERING WITH KINGS COURT
At Kings Court the qualified lawyers, tax specialists and accountants all sit within the remit of the Case Managers who are the constant point of contact for the client throughout the process. The fixed fee is agreed in advance, so the client is assured that there is no ticking Solicitor’s meter. The client is also reassured to know that all interests are aligned, and that the sooner the job is completed, the sooner everyone will get paid.
Inheriting your next generation of clients
We recognise the importance of IFAs, to provide information and assistance to the estate, support to the family and, at the appropriate time, financial advice when assets move from one generation to the next. This means that for every client that dies, there is the potential to gain several new ones – the Beneficiaries. You might have been the advisor to mum and dad but how often do you have the children as clients?
As you are already familiar with your client’s assets, you are best placed to advise the Beneficiaries and to therefore retain those assets under your management. For many Beneficiaries, inheriting wealth from parents can be life-changing. Should they keep their mortgage? Are they utilising ISA allowances?
In addition to this, you will earn excellent commission for each successful introduction, safe in the knowledge that your clients will be receiving a level of care that is consistent with your high standards.
If you would like to learn more about how we can work together, contact us