Day: 11 June 2021

Increasing Client Retention and Loyalty through Life & Legacy Planning

Think of all the planning you do every day. From what you’ll wear, to what’s on your family’s agenda, to tasks you must do this week to keep the household moving. What are the most pressing things that need to get done versus what can wait until you have some extra time? These are typical […]

WillSuite launches new invoicing feature

WillSuite has just launched another new feature enabling users to offer ‘Secure Pay by Link’ thanks to our Stripe Integration. Using the Stripe Payment Gateway, you can now send your clients a link to pay their invoices online securely. The clients will be able to click a link and view the invoice raised and make […]

Three no reserve Lancias with exceptional provenance head to the London Classic Car Show

1976 Lancia Gamma Berlina 2500 – a mysterious find with only 79 miles recorded 1981 Lancia Trevi – one of only two or three examples in the UK 1984 Lancia Beta HPE Volumex – low mileage and fitted with the supercharged VX engine There is just one day to go until Classic Car Auctions close […]

Collaboration is the key to innovation

Pippa Shepherd, Head of Customer Engagement at Arken.legal – the one stop shop for legal services firms operating in estate planning and Will writing – looks at the power of collaboration and how a game-changing partnership with probate platform Exizent could revolutionise the ‘pre-to-post-death’ journey for legal firms In an era of digital business and […]

Movers and Shakers – 11th June

Here at Today’s Wills and Probate, we wanted to share with you the good news we’ve had within in the industry of professionals joining firms and those who have moved up the promotional ladder. This week we’ve seen the following announcement with regards to appointments and promotions…… Jade Gani joins SFE as Regional Director of […]

Never before seen estate planning platform launches

A Shropshire-based business has launched a completely self-service estate planning solution, believed to be the first of its kind. The system, known as HoneyPro, has been launched by Honey Legal; one of the fastest growing and largest estate planning companies in the UK. HoneyPro enables businesses to effortlessly expand their business portfolio with their white […]

Industry Champion Category nominations close TODAY!

Time is ticking to enter this year’s British Wills and Probate Awards unique category which is nominated and voted for by the industry. The first ever Today’s Wills and Probate Industry Champion Award category nominations, which seeks to recognise an individual who has made both an exceptional and inspiring contribution to the industry throughout what […]

Another 7,000 clients are being protected by Alpha Legal

We should all know by now that emails are not secure!  No professional advisor should be asking a client to send their passport, driving licence or bank statement by email.  It isn’t safe for the client and it risks the advisor’s reputation if their email server is compromised and the ID documents are hacked.  Stop using […]

Managing a beneficiary: steps to take

Andrew O’Keeffe, Partner and Sarah Turner, Solicitor at Wedlake Bell talk about the steps to follow when there are concerns about how a trust is being managed. The primary fiduciary role of a trustee is to manage the trust fund on behalf of the beneficiaries and correctly distribute the trust assets. Occasionally, however, a beneficiary […]

Interview with founder of My Digital Legacy

A new online cloud service designed to deliver digital certainty after death has been launched. My Digital Legacy solves the problem of sharing legal and sentimental documents and photos after bereavement. Founder, Stuart Pembery said he believes the time has come for change of the way in which documentation, photographs and important policies are secured. […]

Fixed fee probate – truly fair on the practitioner?

Practitioners report the growing time that it takes to conduct probate is affecting their ability to charge fairly for the work they complete. The challenges facing practitioners around delays mean they are spending more and more time on cases with diminishing returns. For those practitioners who have taken the step to increase prices, they acknowledge that ultimately […]

Trust Disputes – What, Why and Who?

David McGuire, Associate in Weightmans’ Disputed Wills Trusts and Estate team discusses the what, why and who of Trust Disputes. A trust is an arrangement where one party (the settlor) gives someone else (the trustee) the ability to manage assets for the benefit of another person (the beneficiary). In a similar vein to a Will, […]

A case note on O’Neill v Holland [2020] EWCA Civ 1583

The importance of detrimental reliance in establishing a constructive trust was the recent focus of the Court of Appeal in O’Neill v Holland [2020] EWCA Civ 1583. In its judgment, the court looked to both the substance and the form of detrimental reliance pleadings, emphasising the need for precision and pragmatism from practitioners in such […]