Register for Superhero Webinar 80: Inheritance Tax Planning for Married Couples and Single Clients
Register for Superhero Webinar 80: Inheritance Tax Planning for Married Couples and Single Clients The best summary you will ever get! Topics include: Lifetime gifting – what you need to know Lifetime Trusts – what you should know Other IHT planning options – what you must know Register your place on our FREE webinar! All […]
WillSuite set to launch new Client Portal
WillSuite continues the recent release of new system features which includes: user CPD logs, default CRM field options and a new LexisNexis integration enabling users to complete KYC checks on clients. Yet, it does not end there. The latest news out of WillSuite HQ is the launch of a new client facing portal called ‘Love […]
Accountants: Could you be offering probate?
In our latest blog series, we will be exploring the advantages offering probate can bring to accountancy firms, alongside a helpful ‘How to Guide’ to get started. click here and subscribe to our insights. Many accountants offer estate administration services but will pass their clients to a solicitor for probate services. This is a service […]
Restrictions to remain in courts for safety
Most of the remaining coronavirus restrictions in England are set to be lifted on Monday (19 July) but some may need to be retained to allow courts to run safely and efficiently, the Law Society has warned. “We are pleased to see that things are getting closer to normal with widespread vaccination allowing for restrictions […]
Wellbeing is a priority for busy legal teams
The negative impact of the pandemic on mental health has been in the headlines since the first lockdown, and official statistics[1] for the first quarter of 2021 show that the incidence of depression in the population has doubled since the pandemic first struck. This has serious implications for wellbeing and performance, affecting individuals and organisations […]
