Expansion continues for large Trust Corporation with key appointment
As previously reported, Taylor Rose TTKW (Lichfield Office) together with Philips Trust Corporation have been celebrating their recent acquisition of the assets and database of The Will Writing Company (TWC) and the Family Trust Corporation (FTC).
1 in 3 pension pot investors doing so for first time
Recent research has revealed that of the retirees investing their pension pot, for a third, it is the first time.
Professional accreditations – the IPW badge of honour
How being an IPW member helps to immediately establish trust with potential clients and encourages them to buy from you The fear of being ‘ripped off’ is deeply embedded in the British psyche.
The Residence Nil Rate Band and the modified Discretionary Trust that qualifies for the RNRB
April 2017 saw the introduction of the Residence Nil Rate Band (RNRB); an additional Inheritance Tax allowance for deaths on or after 6th April 2017. The RNRB available amount increases yearly. With a further increase to the RNRB effective from April 2018 it is even more important to ensure that your clients are aware of […]
Wall v Munday – Case Focus
The recent appeal case of Wall v Munday [2018] EWHC 879 (Ch) has provided a useful update in relation to properties co-owned as both joint tenants and tenants in common. Bryan Wall and Christine Munday married in 1969 and divorced in 1974. During that marriage, they bought a house (7 Wellsmoor Gardens) as joint tenants. […]
Today’s Wills and Probate – fourth Roundtable coming up this month!
The fourth Today’s Wills and Probate Professional Roundtable is happening next week, and preparations are already well underway.
Will we see you at the Solicitors for the Elderly National Conference 2018?
Solve Legal Marketing, owners of Today’s Wills and Probate are very excited to announce their sponsorship of the SFE National Conference in June later this year.
Meridian Private Client LLP brings on board a new specialist trust and probate litigation team
Meridian Private Client LLP is pleased to announce the arrival of a specialist contentious trusts and probate team.
How to talk to customers … and stay compliant
By now your email inboxes, letterboxes and social media feeds will be chock-a-block with organisations outlining the changes they’ve made to their privacy notices and policies, as well as requesting your consent to continue to send you marketing information.