Today’s Wills and Probate recently spoke to Adrian Jaggard, CEO of Taylor Rose MW, one of the top four firms in the UK currently operating the consultancy model, about how consultancy works and how much of an impact this new breed of firm might have on the industry. A report published last year by Arden […]Read More
Lifetime Mortgage Gateway (LMG) launches a first-of-its-kind service to help older homeowners trapped with short leases obtain lease extensions using equity release and access cash. Lifetime Mortgage Gateway (LMG), a new service facilitating lease extensions for large numbers of older homeowners trapped with short leases, has been launched by LMG Logistics (LMGL). Older homeowners with […]Read More
Only a small proportion of legal practitioners used video witnessing of wills during the lockdowns necessitated by the pandemic, the Law Society of England and Wales found. The Law Society surveyed more 720 will practitioners to gain a better understanding of the use of video witnessing wills during lockdown and whether this should be extended. […]Read More
Lawtech firm Exizent has confirmed the sign-up of two new accountancy clients to its online bereavement administration platform. The news follows the announcement of a new probate authorisation framework for accountants which sees regulation move from the ACCA to CILEx regulation, and could enable eligible accountants to offer a wider range of probate services. McCabe […]Read More
The Wills Act 1837 (Electronic Communications) (Amendment) (Coronavirus) Order 2020 was introduced on 28 September 2020, with retrospective effect from 31 January 2020, and extended the definition of “presence” in section 9 of the Wills Act 1837 to expressly allow wills to be witnessed remotely. It was intended to be a temporary measure in response […]Read More
A solicitor that arranged for the sale of an elderly client’s property at £250,000 below market value has been struck off and ordered to pay £45,000 costs by the Solicitors Disciplinary Tribunal (SDT). The solicitor, Julia Cooper of J Cooper Solicitors in Bow, east London drafted a sale agreement whilst knowing that no legal advice […]Read More
We talk a lot about utilising trusts to protect assets and why this matters, but are you talking to your clients about the possible implications? Our Vulnerable Client Care Team have recently had the following successful outcomes when dealing with local authorities in relation to financial assessments where assets have been settled into trust: Case […]Read More
Tower Street Finance has surpassed the target it set at the start of 2021 to raise valuable funds for Cruse Bereavement Care – its official charity partner for the year. The goal was to reach a total of £10,000, and that target was exceeded when the team raised just over £15,000 through a series of […]Read More
The National Will Register today unveiled their new online platform for Will registration and Will Search services. Used by the legal profession, will writers, PI insurers, government agencies, charities, and the public, The National Will Register is the UK’s established and trusted provider of Will registration and Certainty Will Searches with over 9.4 million Will […]Read More
As of 11 January 2022, the initial legislation laid in 2020 that allows individuals in England and Wales to have their Wills witnessed virtually has been extended to 31 January 2024. The latest blog from Title Research discusses how the Wills Act 1837 has been amended to allow video witnessing and the potential risks to […]Read More
Join Kings Court Trust for their first webinar of the year on Wednesday 26th January at 1pm. In this session, King Court Trust’s Legal Services Director, Charlotte Toogood, and Technical Manager, Nigel Merchant, will discuss the Inheritance Tax (IHT) reporting changes for excepted estates that came into force on 1st January 2022. The amendments are […]Read More
Two daughters who reportedly referred to their father as the “chequebook” have had their claims to his estate rejected by the Court of Appeal. This brings an end to the long running dispute, Miles v Shearer. The case helps clarify if there is any legal obligation to maintain an adult child and how their lifestyle […]Read More
Free webinar from EstateSearch and Searches UK: the missing billions, unclaimed assets and developing best practice. Event details: Date: Thursday 3rd March 2022 at 10:30am-11:15am Missed assets and liabilities are a growing issue in estate administration with 88% of professionals agreeing it is increasingly challenging to identify estate accounts. This session will cover several key […]Read More
The start of the year is a time where many Brits start reviewing and planning their finances for the year, especially those looking to retire within the next few years. Private and Commercial Bank Arbuthnot Latham has conducted a survey of 300 respondents asking the question “are you ready for retirement?” to discover the UK’s attitude […]Read More
The recent judgement of Partington v Rossiter, which was handed down in October 2021, may cause a level of confusion as, on the face of it, a will in which Mr Rossiter (who was domiciled in Russia and left assets in Jersey) defined his “estate” as his property, money and investments in ‘”he UK” was […]Read More
Two sisters have found themselves locked in a bitter dispute with their father over an inheritance their grandmother intended to split between the three of them. LadBible reports that Katie and Abbie Rodgers from Darlington were close to their grandmother growing up as their mum and dad divorced when the sisters were children. Their father […]Read More
Title Research is back with their first interactive virtual seminar of 2022 on Wednesday 26th January at 12pm. Join Business Development Manager, James Cameron, and experienced Technical Manager, Simon Barber, as they explore the topic of Missing Beneficiary Indemnity Insurance in estate administration. The duo will discuss when Missing Beneficiary Indemnity Insurance is applicable when […]Read More
Vulnerable people across England and Wales will continue to be able to have their wills witnessed via video-link up until 2024, under legislation laid today which extends measures implemented during the pandemic. The Ministry of Justice (MOJ) states that the extension will give vulnerable people “peace of mind” that their wills will be legally-recognised, especially […]Read More
6th January 2022 was a big day in the world of genealogy. It marked the release of the 1921 census of England and Wales, plus the Channel Islands and the Isle of Man, a long-anticipated and important day for genealogists. Published by Findmypast, the release caused an excitable commotion in the genealogy world, both for […]Read More
MyHMCTS has now been updated to comply with the new Inheritance Tax excepted estates regulations. Updates to MyHMCTS occurred between 1st and 12th January 2022 to ensure practitioners comply with regulations, during which time, HMCTS requested that submissions of probate applications for estates impacted by the new regulations were avoided. MyHMCTS has now been updated […]Read More
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