What is an excepted estate?

When dealing with probate and estate administration, you and your clients may come across the term excepted estate. It’s important for your clients to understand whether they’re dealing with an excepted estate, as it can affect how the estate is reported to HMRC for Inheritance Tax purposes. To aid your client conversations on this topic, […]

The Ombudsman’s Corner: October 2023

The Ombudsman's Corner

Can the Legal Ombudsman look into complaints about negligence? A common enquiry I receive from service providers through our Technical Advice service is whether we can investigate complaints about negligence. Specifically, complaints in which the client has alleged professional negligence, or where the service provider’s view of the complaint is that the matter is one […]

“The best thing about being a private client lawyer is…”

Today's Wills and Probate Podcast

The Today’s Wills and Probate podcast welcome Ian Bond on to discuss the life and times of a private client practitioner in 2023.  Ian is a partner in the Lifestyle and Estate Planning Team at Irwin Mitchell having joined in January 2023 and is a vocal advocate for the private client profession. Recorded in July […]