Stephen A. Oliver
Owner @The Will Company
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WORK HISTORY
Owner @The Will Company
Northampton, GB
The Will Company offers a Will, Power of Attorney and Trust drafting service geared to supporting financial advisers helping their clients get the right documents in place.With over 25 years’ experience, Wills and related documents, our experience is some of the most advanced in the industry. Storage of the valuable documents and free rewrites make The Will Company unique in their offering.Dealing with over 700 financial advisers in England Wales and Northern Ireland, the growth opportunities are extensive and exciting.Traditionally a fairly dry subject, The Will Company help Financial Advisers understand the succession planning and Tax advantages of using Wills and related Trusts and develop this to be exciting as well as extremely helpful.Ensuring a Will is in place is vital and The Will Company help Financial Advisers make this happen. Examinations with STEP (the Society of Trusts & Estate Practitioners) and SWW (the Society of Will Writers) create a continuity of learning that enables the best use of all the latest clauses and planning that help clients and their next generations, to feel confident about how the estate will pass on.Ring-fencing assets for up to 125 years can enable wealth to pass through the generations without the duplication of unnecessary taxation. This helps clients feel confident about wealth and it succession.
ABOUT STEPHEN A. OLIVER
Thank you for viewing my profile. I started as a financial adviser in 1989, and in 1997 I…
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