Making the case for digital first

Customer service has evolved a great deal in recent years. While there was some initial pushback to offshoring, call centres and the use of automated systems (‘dial 1 for sales’), both the customer services industry and the public at large have generally moved with the times, and embraced new thinking and technologies as they have […]

IHT receipts reach £3.9bn, up £0.4bn from last year – HMRC

IHT

Inheritance Tax (IHT) receipts for April 2023 to September 2023 are £3.9 billion, which is £0.4 billion higher than the same period last year, according to HM Revenue & Customs (HMRC). Lower receipts in April and May 2020 were attributed to a temporary issue that saw HM Revenue and Customs (HMRC) unable to accept cheques […]

Equity release surges as mortgage holders repay ‘record amounts’ – report

Homeowners – facing high levels of debt and inadequate pension savings – are turning to borrowing against property value in later life, according to the Equity Release Council’s Autumn 2023 Market Report. High levels of debt and a lack of pension savings make it “increasingly likely” that homeowners will need to borrow against the value […]

Scale of AML non-compliance forces SRA into action

Law firms have been warned they must do more to properly assess money laundering risk after a report last week identified 1/3 of firms are still not fully compliant with their obligations. The scale of non-compliance has forced the Solicitors Regulation Authority (SRA) into issuing a warning notice to “remind the profession of its obligations […]

National Paralegal Day 2023

The National Association of Licensed Paralegals (NALP) are hosting their third National Paralegal Day with an evening event at the House of Commons in London on Wednesday 8th November 2023, from 7pm to 9pm. The event will also see NALP’s very first NALP Paralegal Achievement Awards, which are being launched this year as part of […]

EWHC rejects mutual will claim, allowing proprietary estoppel

The England and Wales High Court (EWHC) has rejected a will challenge made by two brothers on the basis of mutual wills allegedly made by their parents. However, it allowed the claim on the alternative ground of proprietary estoppel, as reported by STEP. The challenge was based on the contention that their parents had made […]

Estatesearch launches new will search

Estatesearch have confirmed the launch of their new will search which means that “reasonable steps have been taken to identify any later or missing will that helps ensure the testator’s wishes are carried out correctly”. Ben Furlong, Customer Services Director, Estatesearch stated that  only around half of UK adults have made a will, however, in […]