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.

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

Nationwide reports house price growth up to 3% in April

Nationwide’s latest house price index showed annual growth rose to 3.0% in April, up...

Middle East uncertainty prompts homeowners to reassess mortgage plans

UK homeowners are overpaying mortgages and looking to secure new rates as geopolitical and...

Beyond the walk: Mortgage Leaders talk mental health – part 5

The Mortgage Industry Mental Health Charter (MIMHC) is hosting its third annual 144-mile Walk...

Cambridge BS commits to three-year charity partnership and local housing support grants

The Cambridge Building Society has unveiled a new three-year funding partnership alongside a fresh...

Nomo launches broker academy for Gulf client property finance

Nomo has launched a broker academy to support intermediaries working with Gulf Cooperation Council...

Latest publication

Other news

Nationwide reports house price growth up to 3% in April

Nationwide’s latest house price index showed annual growth rose to 3.0% in April, up...

Middle East uncertainty prompts homeowners to reassess mortgage plans

UK homeowners are overpaying mortgages and looking to secure new rates as geopolitical and...

Beyond the walk: Mortgage Leaders talk mental health – part 5

The Mortgage Industry Mental Health Charter (MIMHC) is hosting its third annual 144-mile Walk...