The Willwriting Partnership

0161 7054382

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The history of The Willwriting Partnership

Antony BrinkmanSteve and Sandra Williams and Antony Brinkman, formed the Willwriting Partnership in 1999. Whilst trading in its own right, it formed part of a limited company called The Bamford Partnership Ltd, which dealt primarily with mortgage business. The Will writing business was primarily a service to the company’s mortgage clients, as making or reviewing a Will at a time of change in one’s financial circumstances (obtaining a mortgage) made a lot of sense.

Seeing the ‘credit crunch’ on the horizon the three shareholders sold the mortgage business in 2006, but retained the Will writing clients, whom Sandra in particular continued to service catering for referral business as well as reviewing clients existing Wills where a re-write of the Will was necessary.

In 2008 the three family members decided that The Willwriting Partnership should be actively promoted as a ‘stand alone’ Will writing business. A complete review was undertaken and as a result, a ‘parent’ company called The Boundary House Partnership Ltd was formed, the stationery was redesigned, a website was created and all three members of the family attended refresher training courses in order to be ‘up to speed’ with the latest legislation etc. It was also decided to become a member of The Society of Will Writers. The Society is the leading body in the country representing the Will writing profession, and provides valuable software, technical and expert support to its members. As part of becoming a member, and in order to obtain the requisite Professional Indemnity Insurance, Steve, Sandra and Antony had to take an examination to qualify for membership. You will notice the Society’s logo on our stationery.

At the beginning of 2011, Steve and Sandra decided that they wanted to retire and offered to sell the business to Antony. The sale went through in February of 2011, at which time Antony made a full review of all procedures, marketing, client contact, goals and future intentions. With a new and determined outlook and intention to increase the number of services and the value of the service provided to every single client, we outlined our new business plan.

Our business plan is to provide a personal, professional and exclusive service to our clients at a competitive price. Whilst it is possible, if they so wish, for clients to visit our offices, our service includes home visits, which tend to be more informal and more comfortable for the client. On the first visit we explain the different elements contained in a Will, illustrating to the client where necessary, the significance of each part of the Will. We take notes of each client’s circumstances and take their instructions about what they wish their Will to achieve. During the course of taking instructions we also expect to provide free advice to our clients about associated matters relating to the Will such as Inheritance Tax, Lasting Power of Attorney, Care Home Charges, Probate, Intestacy, or Trusts. Sometimes, we can suggest a more effective or tax efficient way of achieving what the client wishes to do. Frequently not only is the advice free but so is the implementation of the suggestion. Occasionally however where there is a beneficial but complex solution to a problem there can be an additional cost. Where this is the case, we would illustrate the potential saving from the benefit against the cost of implementation, thus giving the client the opportunity to make an informed decision whether to proceed with that particular recommendation.

The company is expanding. We are recognised both within our industry and by the many professionals who use our service on a regular basis as being an industrious, ethical, friendly and professional service that can be trusted to provide a first-class customer experience. As such, we now have consultants in many areas and can cater to clients around the UK. The future of the company is very strong and despite our continued growth, our clients continue to tell us just how personal and friendly they found us to deal with.