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Financial advisers: Top family law tips to help your clients

Date:20 FEB 2020
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Associate

Chances are your client or a family member are going through a major life event when you are next in touch be it a new child in the family a wedding on the horizon a separation starting or selling a business or most probably planning for the twilight years of their life.  It’s not always easy to start a conversation around someone’s personal life but often the decisions that they are making financially can be good indicators of what is going on at home.

Most people only speak to a lawyer when it all goes wrong – relationships breaking down when someone hasn’t been provided for in a will a claim for a product or job that has gone wrong employment issues or redundancy.

This article sets out a few pointers to where you can add value to your clients’ lives by ensuring they are receiving good legal advice at the right time to benefit and protect themselves and their loved ones.

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