FOR ADVISERS ONLY

A guide to wills, trusts and guardianship

17 January 2019

Recommending life cover to your clients helps make sure they’re financiallycpd icon protected but does it go far enough?

Our Good Parent Portfolio makes it easier to talk to clients about making a will, putting protection plans into trust and the importance of thinking about guardianship.

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Mandatory additional reading

For all advisers

Looking to the future - The benefits and uses of a trustbook

The benefit of a trust

For advisers in England and Wales

The rules of intestacy

Parental responsibility flowchart

For advisers in Northern Ireland

The rules of intestacy

Parental responsibility flowchart

For advisers in Scotland

The rules of intestacy

Parental responsibility flowchart

CPD learning outcomes - 30 minutes

After reading this guide, you will have an understanding of:

  • How to talk to your clients about making a will
  • How to put protection plans in trust
  • The importance of guardianship and why your clients should think about this
Last updated: 20 Jun 2019
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This website is intended for financial advisers only and shouldn't be relied upon by any other person. If you are not an adviser please visit royallondon.com.

The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.