Private client conference: Private deputies

Private client conference

This event is now online! Due to the train strikes, we’ve unfortunately had to move our in person event online, but we are still able to deliver talks from our line up of fantastic speakers . The event will cover best practice for Private client solicitors and Professional Deputies dealing with Deputyship. The webinar will […]

Inheritance Data scoops Best Technology award

Best Technology award

British Wills and Probate Awards win after record-breaking year of growth Inheritance Data has won the top accolade for Best use of Technology at the prestigious British Wills and Probate Awards 2022.  The win comes just a week after the company reported a record-breaking year with enhanced services and functions and a significantly expanded customer […]

BWAP-solutely fabulous: Five years of success for British Wills and Probate Awards

The fifth year of The British Will and Probate Awards brought the house down at The Grand Hotel in Birmingham as wills and probate practitioners came together to celebrate the very best the industry has to offer. Winners on the night included national firms Shakespeare Martineau (Charity Legacy Probate Collaboration of the Year), and Farewill […]

Exploitation of vulnerable widow sees private client solicitor struck off

A private client solicitor has been struck off after the Solicitors Disciplinary Tribunal found that he had overcharged a vulnerable widow by over £250,000 while taking over six years to administer her estate. Jayesh Sasdev, admitted in 1987, was the sole equity owner of Ilford firm Archier Fields Solicitors. His client instructed him following the […]

“Living inheritance” set to soar amid cost of living crisis

New research has revealed that a substantial number of advisers believe the cost of living crisis is likely to increase prevalence of the “living inheritance” with the number of clients seeking to give lump sum cash gifts to adult children set to soar. Research among more than 200 adviser firms for the Just Group Care […]

Research finds lack of inheritance planning amongst baby boomers

baby boomers inheritance planning

A study has found that there is a lack of inheritance planning across the UK, with a significant number baby boomers unclear on how to set about wealth transfer planning. Research from Progeny has revealed just 3% of people had been found to have employed a financial adviser to structure their wealth transfer plans. The […]

£237k inheritance dispute with siblings sees uncle end up behind bars

Two siblings’ inheritance dispute with their uncle has resulted in the latter receiving a prison sentence after refusing to pay his niece and nephew £237,000 left to them by his mother. Mark Totton, 51, was named as the executor of his mother Hazel Totton’s will following her death in 2019. Hazel left a quarter of […]

The Ombudsman’s Corner: 21st October

Release of file as a remedy to resolve a complaint We are often asked by complainants to direct their service provider to release papers to them – either specific documents, or their entire file of papers. There are a number of reasons for this – perhaps the complainant wishes to pursue an appeal or further […]

Does will-making need to be brought into the 21st century?

will-making 21st century

It’s never easy to talk about the end, but it’s actually vitally important that we do it – and start doing it early. After the death of a loved one, the last thing anyone wants on their mind is arguments or confusion about the wishes of the deceased. But, when it comes to planning for […]

How to get paid your true worth in turbulent times

How to get paid your true worth

  With soaring prices all around You must keep your feet on the ground Getting paid your true worth is absolutely key So you can look after yourself and your family It may be a bit naff but it’s mine. I thought it was a bit of fun with a serious message behind it. For […]