Family Tree Verification – don’t rely on what the family tells you
In the UK, the probate genealogy industry is not held in the same respect as it is by our European neighbours in France and Germany, where the verification of estates by professional firms where someone has died without leaving a will is considered vital. And yet we step back from placing probate genealogy firms fairly […]
Free webinar: ‘An overview of Kings Court Trust’s specialist services’
On Wednesday 25th August at 1pm, Kings Court Trust’s Technical Manager, Nigel Merchant, will host an informative webinar to illustrate the different ways you can help your clients and their families deal with a bereavement. Nigel will take this time to talk all about their four specialist probate and estate administration solutions, which include: Grant […]
Free webinar: ‘Cross-border estates: Working with overseas assets’
On Wednesday 25th August at 12pm, Title Research’s Technical Manager, Simon Barber, will host their upcoming webinar to discuss managing overseas assets in estate administration. In addition to discussing North American shareholdings supported by an intriguing case study, Simon will cover: Working with assets held in foreign jurisdictions Grants and reseals Share valuations and verifications […]
On Demand Webinar: Introduction to the Cloud – Back to Basics
Exizent’s CTO presents ‘Introduction to the Cloud – Back to Basics’ to highlight the main benefits and strengths that implementing cloud software offers your Probate Department. 25th August 2021: On-Demand (Online) Join Exizent’s CTO, John Catnach, for their latest on-demand webinar on Wednesday 25th August focusing on an introduction to The Cloud – back to […]
Equality, diversity and inclusion update 2021
For some firms, equality, diversity and inclusion (EDI) has taken a back seat as a consequence of the Covid-19 lockdowns, but now that things are getting back to some semblance of normality it is important that all firms ensure their EDI policies and procedures are fit for purpose and operate effectively on a day-to-day basis, […]
UK government plans to enact ‘travel rule’ for crypto-assets
A new proposal from HM Treasury will require that any virtual-asset transfer of above GBP1,000 must be accompanied by detailed personal information of both the originator and beneficiary. The suggestion is one of several proposed amendments to the Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017, (the Regulations) which […]