Many accountants are now successfully adding Wills as a complementary service line to their business, rather than referring client business to third parties. But where do you start? What are the first steps and how do you grow it?
John Gaskell, Head of Personal Financial Planning, introduces Dave Newick from ICAEW's content partner Arken.legal, who outlines his step-by-step estate planning continuum, featuring varying levels of service options. Understandably, demand in Wills and associated documents has risen in recent months, whether starting from scratch or updating an existing Will.
Hear the success stories behind real life case studies as Dave is joined by David Frederick (Marcus Bishop Associates) alongside David Birchall and Mark Howell (Niklin Chartered Accountants & Business Advisers). The Davids and Mark will discuss actionable, achievable steps to launching an effective estate planning offering, describing any pitfalls they’ve encountered and overcome along the way.
Dave Newick will also share his insights into the greatest transfer of wealth that we’re going to see. Over the next 30 years, an estimated £5.5 trillion is due to be passed between generations in the UK. The vast majority of those who expect to inherit are currently unadvised, with two thirds of those expecting to inherit over £250,000 saying they don’t have a financial advisor. A huge opportunity lies with Generation X, as well as Millennials, who are also gaining assets.
Dave Newick, Managing Director, Arken.legalDave has worked within the technology services industry for 20+ years as a Senior Executive before moving to the UK from New Zealand, to lead the Arken.legal business. Working across multiple business disciplines, Dave has a wealth of knowledge in marketing and customer acquisition within services businesses. With multiple start-ups, transformations and divestments in his career to date, Dave is both a driver and avid observer of change.
Mark Howell FCA, Niklin Chartered Accountants & Business AdvisersMark joined Nicklin LLP in 2006, becoming a Partner in 2011. A fellow of the Institute of Chartered Accountants, he has many years of experience working with Owner Managed businesses as well as advising the Medical profession by his association with AISMA. As Managing Partner of Nicklin LLP, his day-to-day role is primarily looking after clients’ needs in all areas of their business, and sometimes personal life, together with managing staff of some 40 people.
David Birchall LL.B (HONS) TEP, Niklin Chartered Accountants & Business AdvisersDavid qualified as a Solicitor in 1995. Specialising in Private Client legal services, David has been involved at Partner and owner level in a number of law firms and this has developed an alternative view of the delivery of legal services. David is an experienced leader of Private Client teams and is a business development strategist with significant experience of technology development in the legal services sector. Working with non-lawyers since 2013, David founded one of the early Alternative Business Structures and is now forging a new legal services team with the Accountancy services sector at the Chartered Accountants firm Nicklin LLP.
David Frederick, Marcus Bishop AssociatesDavid is the Founder and Managing Partner of Marcus Bishop Associates, an ICAEW-authorised probate firm, and the current President of the Association of Accounting Technicians. His colourful career has taken him along his self-chosen path, which has included public sector internal auditor, university principal lecturer, accounting examiner and author/financial columnist.
Arken.legal is accredited by the ICAEW and has been leading the way in technology and innovative software for the Wills and probate industry since 1992. Its products have created over 6 million Wills for Accountants, Private Client Solicitors, Will Writers, Trust Companies and other legal service providers globally.
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