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Connecting, educating, and informing estate planning professionals across the UK.

Our quality of membership and service is of utmost importance

Coronavirus Statement

The TAS network is currently following Government guidelines and we are looking forward to resuming our normal meetings. However, during this time, we are still running our video conference meetings and the members forum remains very active. 

Members of the public should be aware that TAS members are continuing to provide peace of mind to clients and all of our businesses are continuing to operate to support our clients, both new and old, in the preparation of documents such as Wills and Lasting Powers of Attorney.

TAS – Trust a Specialist

The TAS network is committed to educating introducers and clients to Trust A Specialist. The initiative highlights the importance of using a professional, highly qualified and experienced Will Writer or Estate Planning Company. If you are building a house, you trust a specialist, if you are unwell you trust a specialist so when you are planning for your family’s future security the only thing you should do is trust TAS – the specialist network for professional Estate Planners.

Rigorous Training

Our training days are designed to inform and challenge the people who attend. Covering a huge range of topics we aim to make your business better.

 

Legal Updates
Open Forums
Marketing Ideas
Product Focus
Business Development

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Professional Growth

TAS network prospers when the membership thrives. Our members contribution to the Estate Planning profession is both notable and valued.

 

CPD
Peer Learning
Share Best Practice
Respected Speakers
Focus on Growth

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Friendly Networking

For peer group networking TAS is second to none, you will meet the best estate planners in the country and share stories and ideas with them.

 

Social
Informative
Inspirational
Affirming
Great Fun

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Business Opportunity

The TAS Network isn’t entirely about training and sharing best practice membership offers some serious business opportunities too.

Charity Partnering
National IFA Partners
Marketing Initiatives
Shared Resources
National Contracts

Our Core Values and Charter

The TAS network offers industry leading training and support for professional estate planners in England and Wales. The network’s member companies work together for their mutual benefit, sharing ideas and best practise for the benefit of all of our clients everywhere. The TAS Network is the leading network for Independent Will Writers in the UK it regulates its members and provides a charter for all it’s members to abide by:

Treat all clients fairly

Work to the highest professional standards

Comply with all relevant consumer and statutory legislation.

Give our clients the best advice

Indemnity insurance for each document we produce.

Deliver as promised

Be open about our fees

Continually refresh and update our competence

Resolve any issues professionally

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Our Members Say

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“For me the benefits of TAS membership are access to legal clarification and support along with the opportunity to benefit from the best practices gleaned from other members. The training days are also a major benefit”

PAUL BECK • APPLIED LEGAL SERVICES

Knowledge Base

“For me the benefits of TAS membership are access to legal clarification and support along with the opportunity to benefit from the best practices gleaned from other members. The training days are also a major benefit”

We take training seriously…

Generally we have 5 full day training sessions spread at intervals over the year at a central geographical location in England, often in the Midlands. The subjects will often go in depth into a particular area of expertise, for example Life Interest Trusts. Nearly always there is a session where we bring problems to the table for discussion.