KRS expands its estate planning offering

Published on

Key Retirement Solutions is to further expand Key Estate Planning, which provides a full estate planning service, incorporating will writing, which includes complex trust arrangements including IHT planning and other trusts, and Lasting Power of Attorney.

Until now this service was only provided alongside the equity release proposition for referral partners. Key Retirement Solutions is now expanding the service to accept estate planning referral’s directly to the head office team. This service will be rolled out over the coming weeks to existing and new partners.

Dean Mirfin , Key Retirement Solutions’ group director, said: “The expansion of our referral propositions are central to the continued growth and development of Key Retirement Solutions. In the past two years we have seen continued focus on the area of equity release amongst brokers who wish to share in the revenues available but who do not wish to advise in this area. The same is also true of estate planning. We have in place a simple referral process which now includes a slick and speedy equity release calculator for advisers to use to find out what a referred client could potentially borrow and this has greatly improved conversion rates.

Latest POLL

COMMENT ON MORTGAGE SOUP

We want to hear from you!
Leave a comment and get the conversation started.
You need to register to post, so please login or sign up below.

Latest articles

Bank of England expected to hold interest rates at 4.5% amid economic uncertainty

The Bank of England is widely expected to maintain interest rates at 4.5% when...

£6.5k bill for homebuyers who miss stamp duty deadline

Rent and mortgage spending rose 7.7% year-on-year in February, as more homeowners moved from...

Advice Guru partners with Pure Retirement to support broker education

Financial adviser learning platform Advice Guru has announced a new sponsorship partnership with Pure...

Nationwide ups LTV limits for interest-only and foreign national borrowers

Nationwide has announced changes to its mortgage lending criteria, increasing the maximum loan-to-value (LTV)...

Other news

Bank of England expected to hold interest rates at 4.5% amid economic uncertainty

The Bank of England is widely expected to maintain interest rates at 4.5% when...

£6.5k bill for homebuyers who miss stamp duty deadline

Rent and mortgage spending rose 7.7% year-on-year in February, as more homeowners moved from...

Advice Guru partners with Pure Retirement to support broker education

Financial adviser learning platform Advice Guru has announced a new sponsorship partnership with Pure...