That Tuesday Morning Feeling......


Every week at 08.30, we have our ‘Tuesday Morning Meeting’.

Attendance is compulsory and it is at these meetings that we try and ensure that the advisers are up to speed on areas of our business.

The meeting lasts 30 minutes and at 09.00, we look to our providers and contacts to impart technical information for learning or refreshers. This week, one of our contacts, Simon Shaffer, Managing Partner of Moerans Solicitors and his colleague David White gave us a refresher on the importance of Wills, Estate Planning and Civil Partnership.
(See picture – can you spot West London’s finest cup in there?).

Inheritance Tax, Estate Planning and Wills for our clients is a vital part of the advice that we offer and we are grateful to our contact for giving us ideas, knowledge and up to date information of current law.