Estate Preservation Services, a firm backed by Graham Bates and Helen Peace, is linking up with Simply Biz to provide a will-writing service for the group.
EPS will be Simply Biz's preferred will-writing and estate administration service for its 660 member firms.
EPS is based in Leeds and specialises in devising and implementing IHT planning strategies, including minimising IHT while safeguarding the survivor's security. It also offers will services where IHT is not an issue. EPS is headed by director of intermediary services Anne O'Loughlin who has worked in financial services for 20 years.
Simply Biz managing director Ian Thorneycroft says: “We looked at the whole of the marketplace and chose EPS because they share our philosophy of putting the IFA first. They have strong expertise coupled with marketing support that can be provided to our members.”
O'Loughlin says: “Will writing is a natural extension of an IFA service. One in eight of the adult population is liable to IHT. The best point to start is with a will and an adviser.”