Can your clients TRUST you to do this properly?
Many estate planners are aware of the benefits of having life assurance policies held in Trust as opposed to not, but when it comes to “which” Trust to use, that’s when things can become a little more complicated. The Life Insurance Provider’s Trust Scenario 1 Let’s start by looking at Mr Jones. Mr Jones has […]
Certainty expert webinars present Holly Chantler, Partner at Morrisons Solicitors
We’re pleased to welcome Holly Chantler, Partner at Morrisons Solicitors who will be presenting our next Certainty Expert Webinar on Thursday 22nd October at 12.00pm, titled ‘ACC & Others: what it means for professional deputies’. The decision of Senior Judge Hilder in ACC & Others [2020] EWCOP 9 has had significant implications for professional deputies, […]
Why might your probate clients have lost assets in their accounts?
Investigating into a deceased’s finances is a large part of a probate solicitor or estate administrator’s job during estate administration. But did you know that there is reported to be up to £1.2 billion of unclaimed assets in UK bank accounts alone? How is there such a big pot of cash hidden within financial institutions […]
New Bill to increase State Pension
A proactive move by the Government has ensured State Pension increases, despite current legislation. The Department of Work and Pensions (DWP) Secretary, Thérèse Coffey, has introduced a technical Bill in the House of Commons which gives the Government jurisdiction to increase it next year to avoid a State Pension freeze. The Bill was introduced to […]
SRA publishes latest business plan with key priorities
The Solicitors Regulation Authority (SRA) has announced the publication of it’s latest 2020-21 Business Plan which outlines their primary deliverables and key areas of work for the next 12 months. Prior to the publication of the plan, a consultation process was carried out earlier in the year which saw more than 10,000 people have their […]