All in Place, the online software and services platform for the accountancy sector, has
announced a strategic partnership with Taylor Emmet, a leading law firm, to provide
clients with direct access to specialist legal expertise in succession and personal
planning.
The collaboration will enable accountancy firms to offer their SME clients vital support,
security and protection through the provision of Wills, Lasting Power of Attorneys, and
Tax and Inheritance Planning, enhancing their own advisory capability and extending the
value of their service proposition.
The partnership addresses a significant gap in the market. Research from All in Place
reveals that 85% of UK accountancy firms do not know if their clients have up to date
Wills and Lasting Powers of Attorneys in place – leaving business owners and their
families vulnerable and financially at risk if they were to suddenly die or become
incapacitated.
Through the new partnership, accountancy firms who use All in Place’s online platform,
are now able to give their clients direct access to Taylor Emmet’s unique ‘For You. For
Life’ planning service that can help clients protect themselves and their families, while
also helping to pass assets down to future generations and reduce any inheritance tax
burden.
Richard Bertin, Chief Executive, All in Place, said: “We have been very impressed
with the quality of Taylor Emmet’s offering, network and reach. Our alliance makes it
easier for our accountancy firms to help clients obtain expert advice to address life and
death planning. These conversations are of paramount importance and addressing
them ahead of time can save much stress further down the line, offering peace of mind
to business owners and their families. We have simplified what can be seen as difficult
and often overwhelming tasks by offering access to a team of leading legal
professionals.
“All in Place recognises there is an advice gap in the UK and there is an important role
for the accountant to play in offering solutions to their clients to manage risk. We have
created All in Place Now, as a standalone division, to support accountants and their
clients get straight through to best of breed advice, when a need is identified, and often
when the client simply doesn’t know where to go. Teaming up with Taylor Emmet
follows on from our recent partnership with leading protection broker, LifeSearch, to
offer accountancy firms and their clients gain direct access to LifeSearch’s team of
specialist business protection advisers.”
Steve Hinshelwood, CEO of Taylor Emmet, said, “This partnership with All in Place
supports our values and helps us to fulfil our aim to support and protect our clients,
their families and their businesses.
“The collaboration will enable accountancy firms to seamlessly connect their clients
with expert legal advice, planning and solutions from Taylor Emmet, ensuring they
receive the right protection, planning, and support at every stage of their life.
“Our focus is on providing tailored legal solutions that work and make a real difference.
By removing complexity and offering clear, personalised advice, we help individuals and
families plan ahead with confidence, from Wills and Lasting Powers of Attorney to
Inheritance Tax and Asset Protection. This new partnership with All in Place enhances
that commitment, making it easier than ever for people to access trusted, expert legal
services designed to support and protect what matters most.
