Key expands estate planning

Nia Williams

January 7, 2010

The division 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 but Key is now expanding the service to accept estate planning referrals directly to the head office team. The service will be rolled out over the coming weeks to existing and new partners.

Commenting, Key’s Dean Mirfin said: “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 want to advise in this area. The same is true of estate planning. We have in place a simple referral process which now includes a speedy equity release calculator for advisers to use to find out what a referred client could potentially borrow.”

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