Last verified: June 2026 (England & Wales)

Working Together to Support Clients and Professional Partners

Professional advisers often see estate-planning issues before clients ask directly for a Will or Lasting Power of Attorney. A financial review, mortgage application, divorce conversation, care discussion, business-planning meeting or family change can all reveal a gap.

Fern Wills & LPAs works with trusted professional partners so clients receive joined-up support, while each adviser stays within their own professional role. We prepare Wills and Lasting Powers of Attorney (LPAs), advise on relevant Will trusts, and signpost to other specialists where tax, financial, mortgage, care, business or other advice is needed outside our scope.

Introductions are always based on client suitability, consent and confidentiality. They are not about passing names for the sake of referrals.

Purpose of the Programme

The Professional Partner Programme is designed to build lasting working relationships between Fern Wills & LPAs and other trusted professionals.

Its purpose is to make sure that clients introduced between us receive clear, consistent and well-coordinated support. It also gives professional partners a safe route for raising estate-planning issues without needing to advise outside their own expertise.

Partners may include financial advisers, mortgage advisers, accountants, HR consultants, estate agents, care advisers, insurance brokers, independent assessors, celebrants and other specialists who share our values of integrity, clarity and client-first care.

Practical client conversation trigger sheet

Many useful introductions start before a client asks directly for a Will or LPA. To help professional partners spot those moments earlier, we have prepared a short adviser crib sheet with practical prompts for client conversations.

It covers common trigger points such as later-life planning, clients helping elderly parents, property changes, blended families, business interests, divorce, care concerns and vulnerable-client situations.

How Partnership Works

1. Shared standards: we work with professionals who take client care seriously and, where appropriate, have suitable insurance, compliance processes and defined client-care duties.
2. Consent-based introductions: each introduction is made with the client’s understanding and consent, with data protection observed at every stage.
3. Clear boundaries: each professional remains responsible for their own advice area. Fern Wills & LPAs deals with Wills, LPAs and estate-planning guidance within our scope, and signposts where another specialist is needed.
4. Professional communication: we confirm receipt of introductions, keep you informed where appropriate, and coordinate only within agreed boundaries.
5. Client confidence respected: when you introduce a client to us, we recognise that you are trusting us with your professional reputation as well as your client’s confidence. We act with that responsibility in mind.
6. Fair tracking: we keep internal records of introduction sources so that relationships are properly recognised and future opportunities are not lost.
7. No pressure to reciprocate: introductions are always welcome, but there is no obligation to return them. We value the opportunity to introduce our own clients to trusted professionals where it genuinely serves their needs.
8. Client value where agreed: for some professional partners, introduced clients may receive a £100 credit towards Enhanced Personal Options. This gives the client practical added value without turning the relationship into a commission arrangement.

What Partners Gain

• A safe pair of hands: introductions are handled by an estate planner you can trust with your reputation and your clients.
• Estate-planning support: direct access to an experienced adviser for Wills, Will trusts and Lasting Powers of Attorney.
• Professional reassurance: Fern Wills & LPAs maintains professional indemnity insurance and works within a clear compliance framework.
• Added client value: your clients receive practical support that complements your own advice rather than pulling them into a disconnected advice journey.
• Client-care continuity: coordinated support can reinforce confidence in the quality and consistency of your own service.
• Practical collaboration: short briefings, joint meetings and educational sessions can be arranged to help staff or clients understand key estate-planning topics.

What Clients Gain

• Joined-up support: clearer coordination between financial, legal, property, care and personal planning where more than one adviser is involved.
• Earlier action: important issues can be raised before a crisis, family dispute, loss of capacity or urgent property decision.
• Less confusion: clients know who is involved, why they are being introduced, and what each adviser is responsible for.
• Practical next steps: the client receives clear guidance on whether they need a Will, LPA, Will review, trust discussion, storage support or another professional input.
• Confidence: the introduction comes from someone who already understands their wider circumstances.

Safeguards and Professional Standards

Fern Wills & LPAs maintains professional indemnity insurance and applies confidentiality, data-protection and client-care procedures.

We carry out appropriate due diligence on professional partners before making introductions to them. We only introduce clients where we believe the partner is suitable for the client’s needs.

Our compliance framework is published openly on this website under Compliance and includes our Privacy Policy, ICO registration, Professional Indemnity Insurance, Compliance Policy, Treating Customers Fairly statement and Terms of Business.

For ethical and governance reasons, Fern Wills & LPAs does not take trustee appointments or create standalone lifetime trusts. We do create trusts that arise on death within Wills. Where a trust needs to be operated, registered or administered, we will introduce the client to an appropriate specialist where needed.

Becoming a Professional Partner

If you work with clients and take time to understand their wider personal, financial, property, business or wellbeing needs, there may be a natural point where our services complement yours.

A short professional conversation is usually enough to explore whether we are a good fit, what kind of clients may need help, and how introductions should be handled.

If you would like a simple starting point, you can also download our Later-Life Planning Conversation Triggers for Professional Advisers crib sheet and use it to identify when a client conversation may naturally lead to Will, LPA or wider estate-planning support.

Contact info@fernwills.com or call 07500 866 123 to arrange an introduction.