Building a Profitable Trust and Probate Practice
The recent news that the ICAEW have just licensed their 100th member frim to do probate work will I know cast a pall of gloom over many (although I suspect their involvement is a litigation opportunity in the making down the line). Accountants are really good at de-skilling processes (and delegation it is crucial to […]
Two financial advisers banned as they “lack integrity”
Two men have been banned from working within financial services after the Financial Conduct Authority declared they clack integrity. Mark Kelly ran PCD Wealth and Pensions Management (PCD) with Mr Gray as an adviser. Between 2008 and 2010 PCD arranged for over 350 customers to be advised and invested nearly £24 million of customers’ funds […]
Firm promotes two probate specialists
Essex and Hertfordshire based Attwaters Jameson Hill have promoted two probate practitioners to associates. Alison Hon and Tony Brownlie have made the step up to become associates. Alison graduated in History from Royal Holloway in 2005 and qualified as a solicitor in 2009 before joining the firm three years ago. Tony graduated in Law in […]
The CLC’s Stephen Ward on the regulator’s recent review, new probate qualifications and regulation of will writing
The CLC has regulated probate for some time, with Parliament approving their plan to be able to license practitioners who haven’t first qualified as conveyancers in 2015. According to the latest Legal Services Board report on reviewing the cost of regulation, the Council for Licensed Conveyancers were regulating 64 probate practitioners back in 2011 but […]