For Professional Advisers

Estate planning support for your clients

A personal service for financial advisers, accountants, solicitors and other professional firms who want their clients to have clear guidance on Wills, Lasting Powers of Attorney and estate planning.

Based in Devon, Together We Plan works with clients across England and Wales by video, with Patrick Harrison providing a direct point of contact.

Discuss working together · Call 01822 752055 or drop us an email to enquiries@twplan.co.uk 

Your clients remain your clients

You have invested time in earning your clients’ trust. We are here to support that relationship and complement your work.

• No cross-selling. We will not use an introduction to market unrelated services or seek to take over your adviser relationship.

• A clear, agreed brief. We will stay within the scope agreed with you and the client. If another need emerges, we will raise it with the client and, with their permission, with you before any change to the brief.

• You stay informed. With the client’s permission, we will keep you updated throughout: initial contact, the agreed work, progress, any delays or issues, and completion. We will agree what information can be shared at the outset and respect the client’s confidentiality.

• Clear fees and personal support. The client will understand the proposed work and fees before deciding whether to proceed.

When we can help

You may have clients who want to make or review a Will, consider Lasting Powers of Attorney, or discuss how trust planning might fit their family circumstances. We can provide an agreed estate-planning service alongside the financial, accounting or legal work you already undertake.

We will discuss suitability and scope before accepting the work. Where a matter falls outside our service, we will say so and agree the appropriate next step.

A straightforward introduction process

1. Agree how we will work together

We discuss your clients’ needs, the services you want us to provide, the boundaries of our role and how you would like progress reported.

2. Introduce the client with their agreement

We agree what information is needed and how it will be shared. We confirm the client’s permission for contact and for updates to you.

3. Confirm the work and keep you informed

Patrick speaks with the client, confirms the scope and fees, and provides updates at agreed milestones. We flag any issues promptly and confirm completion, subject to the client’s permission.

Supporting your professional responsibilities

We work alongside financial advisers, accountants, solicitors and other professional advisers whose clients need estate-planning, probate or estate-administration support beyond the services their firm provides in-house.

Our role is to complement your service within an agreed brief, respecting your client relationship and keeping you informed as agreed with the client. Clear records of the introduction, scope, communication and outcome can support your own client-care and oversight processes.

For financial advisers, this can also support work towards good client outcomes alongside Consumer Duty processes. Each firm remains responsible for assessing the introduction and meeting its own regulatory and professional obligations.

Before work begins, we explain the services being provided, who will deliver them and their regulatory status, including where specialist support is needed.

A named person to work with

I’m Patrick Harrison, founder of Together We Plan. My experience spans more than 25 years across financial services, estate planning, small business advice and inheritance tax planning. You and your client will have a direct point of contact throughout the agreed work.

More about Patrick and Together We Plan

Let’s discuss working together

If you would like to explore a reliable estate-planning service for your clients, let’s start with a conversation about your firm, your clients and how you would want an introduction to work.

Discuss working together

Email enquiries@twplan.co.uk or call 01822 752055.