Title Research’s latest blog reveals the pitfalls of amateur genealogy
When outsourcing genealogical research services on behalf of your clients, it is best practice to carry out due diligence checks before instructing an individual or a firm. That’s why Title Research’s latest blog shares the key pitfalls of amateur genealogy and what should be considered before instructing a genealogist. The blog covers the risks and […]
Tower Street Finance partners with Title Research
Genealogical research and asset repatriation specialist Title Research has become a referral partner for inheritance lending specialists Tower Street Finance. Dicky Davies, business development director of Tower Street Finance said: “We’re delighted to be working closely with Title Research. “The partnership will extend the service they can provide to their partners by referring relevant cases that could […]
Is the Will presented to you in fact the last Will of the deceased?
In this case study, Chris Taylor, Partner at KBL Solicitors explains a recent case where the deceased’s family was aware of a Will when she passed away but were unsure as to whether a later Will may have existed. Chris advised that a Certainty Will Search should be conducted to ensure that everything had been […]
“Treat clients as people, not cases” – the Hugh Jones way…
Today’s Wills and Probate talks to Rachel Dobson, managing director of Hugh Jones Solicitors, the largest firm of independent Court of Protection solicitors in the country, based in Manchester How did you get involved in private client law? “I actually cut my teeth in Commercial Litigation, although I have not practised in that field for […]
Crypto assets and estate planning: striking the balance between access and security
Research published by the Financial Conduct Authority (FCA) estimates that 2.3 million adults now hold crypto assets (up from 1.9 million last year) and as many as 78% of adults have now heard of crypto assets, up from 73% in a year. Cryptocurrency is a digital asset that can be bought, spent, saved or sold in much the same way as traditional assets. The […]
FCA regulation of funeral plans – cutting out the cowboys
The FCA recently confirmed rules funeral plan providers must follow when they come under FCA regulation from 29 July 2022. They include a ban on cold-calling, commission payments and require providers to adhere to strict guidelines on how products are structured and marketed. If providers fail to gain authorisation they will have to exit the […]
Inheritance gifting requires more thought
77% of over-45s have not thought about whether they might need professional care in later life, nor have they planned for it, or spoken to family about it, says the latest Just Group Care Report. The Social Care – Policy Vacuum Report, which set out to investigate how the over-45s think and feel about adult […]
Quick probate sales now more important than ever in IHT liable estates
The quick sale of probate property is helping beneficiaries avoid lengthy delays and added costs amidst concerns over the rising numbers of IHT liable estates and average house prices. Following recent reports suggesting that the number of estates subject to Inheritance Tax (IHT) is predicted to rise by 20% to 30,400 in 2020/21, an increase […]
Seven more firms fined for AML failures
The Solicitors Regulation Authority (SRA) has issued fines to seven practices that have failed to comply with anti-money laundering (AML) requirements. The firms affected are Manchester practice Law Together LLP, Telford-based Picasso Legal Limited, Smooth Law Limited in St Helens, Manchester practice AB Corporate LLP, Devon firm Hole & Pugsley, Crawford & Company Legal Services Limited […]