Nobody likes to imagine the future without a loved one. It’s scary to think about and even harder to talk about. With so many companies offering so many different options, it’s no wonder that people routinely put off making a will. That’s why we’ve developed Wills at Work, a dedicated will writing service for employees that’s tailored to your existing benefits package.
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If you choose our Wills at Work service for your employees, you can rest assured knowing that they’ll receive the full expertise of our Private Client team when it comes to making their will. Our job is people – we get to know what’s important to our clients, helping them to protect their family and their loved ones in the event of their death.
We understand how HR professionals like to work, so we collaborate with you to maximise employee engagement at every turn. We ensure that you can emphasise the financial wellbeing culture of your company, minimise distress in the event of a death, and expand your benefits provision with additional important legal services.
We know that each benefit scheme is unique, so we tailor Wills at Work to meet your requirements. We train your HR professionals to promote the offering to employees and provide them with the marketing materials they need, from printed resources like leaflets and posters to digital materials, including podcasts and webinars. We also provide educational opportunities for staff at benefit fairs and events, or at your premises with breakout sessions and lunchtime drop-ins.
Wills at Work has been rolled out as part of benefit schemes across the UK, and we work with companies such as Jelf, Ecclesiastical Insurance and Oracle to give both the companies and their employees certainty and security.
We help HR teams to maximise employee engagement at every turn, allowing you to emphasise the financial wellbeing culture of your company, minimise distress in the event of a death, and expand your excellent benefits provision with additional important legal services.
An agreed fee is charged per employee that takes up the scheme, with no hidden fees or additional charges. This can be incorporated into any existing benefit scheme or platform. Watch our video for employers HERE.
Depending on an employee’s individual circumstance, we offer a Basic or Plus service. An employee may need our Plus service if they have more complex arrangements, such as owning assets outside of England or Wales, or if they have children from a previous relationship.
When someone takes up the scheme, we provide them with:
If an employee chooses our Plus service, we also provide a review of their inheritance tax position and a longer consultation. Watch our video for employees HERE.