Month: April 2021

Firms & People Insight Legal Cases Organisations

Inter-generational Wealth Transfers

Kings Court Trust’s Chief Revenue Officer, David Masterton, writes about intergenerational wealth transfers. Between 2017 and 2047, £5.5 trillion is expected to pass from generation to generation, which makes intergenerational wealth transfers one of the biggest threats and opportunities facing the financial services industry. If Financial Advisers do not act, they are at risk of […]Read More

Wills & Probate

Final category spotlight: Solicitor and Will Writing Firms of the

The British Wills and Probate Awards are taking centre stage once again this October, and we are excited to shine a spotlight on some of the returning categories for this year’s awards. Alongside our headline sponsor, Executor Solutions and Champagne Sponsor, Exizent, we look forward to recognising achievements, highlighting progression and championing innovation. This week […]Read More

Wills & Probate

Want of knowledge

Written by Olivia Jack is a Solicitor in the firm’s Contentious Trusts and Probate team at Forbes Solicitors Background One of the requirements for a valid Will is that the testator/testatrix knew, understood and approved its contents. Due execution of a Will, which on the face of it appears to be rational and fair, raises […]Read More

Wills & Probate

Superhero Webinar 77: Estate Planning for Corporate Clients

Many Advisors hesitate when it comes to dealing with corporate clients, worried that their estate planning knowledge will let them down, but this means missing out on many opportunities. Estate planning for clients with businesses when done correctly can reap significant rewards for both the client and the practitioner. Our next Superhero Webinar will further […]Read More

Legal Cases

Daughters lose court battle over £7m fortune

Two daughters have lost a court battle which pitted them against their step-mother after being cut out of their father’s inheritance when he died. Tony Shearer was referred to as “The Chequebook” by  his daughters Juliet Miles and Lauretta Shearer. Mr Shearer sadly passed away in 2017, with almost all of his fortune being left […]Read More

Wills & Probate

Intelliworks supports My Estate Planner

Having personally experienced the painful journey of handling the financial affairs relating to his late father’s estate, and having seen another close family member and mentor pass away and witnessing the anguish of his widow relating to the probate work, Jonathon Amponsah decided to make a bold move and become an accredited estate planner and […]Read More