British Wills and Probate Awards 2023 | One week left for early bird entries

There is now just one week remaining for early bird entries to the British Wills and Probate Awards 2023 at the discounted rate of £129 +VAT. The event is set to take place at a brand new venue, Manchester’s Kimpton Clocktower Hotel, on Wednesday 11th October 2023. The awards – now in their sixth year […]

LPAs: Top tips for advising clients battling delays


Delays affecting the Lasting Power of Attorney (LPA) application process are well-documented. Though there has been a slight reduction in waiting times in previous months, timelines remain far from ideal. How, therefore, can practitioners best advise their clients in the meantime? Here are some “top tips” from two commentators well-acquainted with the process. Sophie Newman, […]

42% of adults say they have not discussed their estate plans – report

Graphic showing a house and a pile of money

A new report from The National Will Register has found that 42% of adults in the UK have not spoken to anyone about what should happen to their estate upon their passing. Even among over 55s, three in ten have not spoken to anyone on the subject and half of those are unlikely to in […]

TRS reporting requirements extended


The reporting requirements for the Trust Registration Service (TRS) have been extended as of 1st April 2023. As such, businesses subject to the Money Laundering and Terrorist Financing (Amendment) (No. 2) Regulations 2022 are now required to comply with checks of the TRS on an ongoing basis when dealing with a registrable trust as opposed […]

Charities issued new financial controls guidance to safeguard against risks

charity commission

The Charity Commission has issued new guidance calling on charities to check their financial controls protect against risks, including those from newer technology such as cryptoasset. The updated guidance – known as CC8 – explains the role strong internal financial controls play in ensuring trustees can safeguard their charity’s resources. The Charity Commission said the restructured guidance […]

The 2023 Bereavement Index needs you

Exizent graphic

Exizent is excited to announce the launch of its Bereavement Index for the third consecutive year. This index provides insights into the state of bereavement in the UK, highlighting areas where progress has been made and identifying areas that still require attention. To create this report, Exizent conducts surveys among legal professionals, financial service professionals […]

Women in Wills virtual meetup: Islamic wills and estate planning

Women in Wills

Women in Wills hosted a virtual meet up last Thursday with guest speaker Yasmin Hoque. Yasmin is the founding partner of AL-HQ Law & More, a faith-inspired legal practice, specialising in Islamic Wills. Yasmin qualified as a solicitor in 2010 having trained as a defendant litigator working on multimillion pound catastrophic injury, medical negligence, and […]

New pension allowances 2023: what they mean and how to maximise them

CTT Group

Following the announcement of the Spring Budget on 15th March, some of the biggest changes affect pension legislation and allowances. These changes are set to have a significant, positive impact on high-earning clients and their pensions. Here’s what you need to know about changes to your clients’ pension allowance and what you can do to […]

Will forgery: Where experienced experts come in handy

Image of a person on a laptop

Judgment was handed down this month by Master Julia Clark in the case of Watts v Watts (Watts v Watts [2023] EWHC 679 (Ch)). The claim concerned whether the last Will of Mr Eustace Watts (dated 8 February 2000) (the 2000 Will) was a forgery. The hearing attracted the attention of the UK press, primarily due to the case’s […]