Register for Superhero Webinar 75: Inheritance Tax Planning Part 2 – It’s the detail that can make a difference
Topics include: Pilot Trusts vs Will Trusts – Why Pilot Trusts can offer a significant IHT advantage Clients who are gifting in lifetime can suffer an IHT penalty if they use Will Trusts as opposed to Pilot Trusts for their death planning! Don’t let your high net worth clients fall into this trap! Options for […]
Alpha Legal’s product roadmap for Spring 2021
The developers at Alpha Legal (alphalegal.co.uk), the secure communication service for will writers, solicitors and accountants, have just published their product roadmap for Spring 2021. Highlights of the roadmap include integration with some of the larger will writing businesses in the UK, the introduction of exciting new features for all users and the release of […]
Tower Street Finance pledges £10k to Cruse
Inheritance lending specialist Tower Street Finance has pledged to raise £10,000 for Cruse Bereavement Care as its official charity partner during 2021. Fundraising activities by the Harrogate-based Tower Street Finance team include potential marathon running and a Tough Mudder event alongside a corporate donation and promotion of the charity among its introducer partners including probate […]
SRA close firm over ‘suspected dishonesty’
The Solicitors Regulation Authority (SRA) moved to close North Yorkshire Law after ‘suspected dishonesty’ on the part of the managing partner, last week (16th February 2021). The firm specialised in multiple aspects of law, including wills and probate, conveyancing and family law. The SRA closure decision notice revealed the regulator had intervened in the firm […]