How legal tech is enhancing the probate process
You’d be forgiven for thinking that the legal sector has lagged behind many other sectors in terms of technology adoption across the years. However, in recent times there has been a notable shift in both mindset and practice, with various SaaS-based products coming into play and covering everything from basic practice management through to AI-driven […]
Higgins v Morgan and others – stepson successful in claim against stepfather’s estate
The case of Higgins v Morgan and others [2021] EWHC 2846 (Ch). is a rare example of a contested Inheritance (Provision for Family and Dependants) Act 1975 (“the 1975 Act”) claim reaching trial. It considers the requirements a Claimant must satisfy to qualify for an award under the 1975 Act, “moral claims” and the recoverability […]
LPAs, Deputyship, Financial Assessments & Challenges
If you have been assisting your clients with their Wills, Trusts and Powers of Attorney as part of their planning for the future, do you know what could happen next? By attending our LPAs, Deputyship, Financial Assessments & Challenges course, you can equip yourself for the ‘next stage’ of advising and assisting your clients, and […]
Are your middle-income clients getting quietly pushed into higher death duty brackets?
According to several think tanks, thousands of middle-income families are now heading towards the 40pc bracket for inheritance tax (IHT). This is partly due to rising property prices, but is also due to the five year freeze in tax allowances announced in the spring. Whilst more middle income earners find themselves with higher value assets and bigger pots of savings, the IHT allowance will remain steady at £325,000 […]
Flexibility overtakes pay as top priority for practitioners
Flexibility has overtaken pay as the top priority for practitioners entering the jobs market, according to new research by legal recruitment consultancy, Realm Recruit. As part of its annual market research conducted in June 2021, Realm Recruit surveyed more than 100 practitioners on a number of topics, including jobseeker status, employee engagement, wellbeing and pay. […]
