Estate Administration technology company Exizent earns top ranking in the Chambers NewLaw 2024 Guide
Exizent, the innovative Glasgow-based technology firm transforming the bereavement process by connecting the data, services, and networks of people involved, has been recognised once again for its exceptional capabilities and listed by Chambers in its 2024 NewLaw Guide. Chambers and Partners, the leading independent professional legal research company providing ranking on over 80,000 lawyers across […]
What Customer Service? Companies Should Treat the Bereaved with More Compassion
The subject of an organisation or establishment’s insensitivity in dealing with people who have recently lost a loved one is once again in the media after the television presenter Kate Garraway had to resort to social media to ask Harringay council for help after several failed attempts to speak to someone about its payment demands […]
What do you advise your client who has property in Spain?
As a will writing and estate planning professional it is possible you will come across scenarios in which clients have properties abroad. This throws up plenty of potential pitfalls for both the adviser, and the client. In our latest podcast I discuss the challenges surrounding properties in Spain which is an area of expertise for […]
STEP Global Congress 2025 Tomorrow’s wealth – reshaping the conversation
As we stand at the crossroads of unprecedented technological advancements, shifting societal values and complex global challenges, STEP Global Congress gathers thought leaders, industry experts, policymakers and innovators to engage in a dynamic dialogue about the critical issues shaping our industry. The 2025 Congress will take place in the beautiful and historic city of Rome, […]
LEAP Estates launches Matter AI
LEAP Estates, the specialist software solution for private client practitioners, announces the launch of Matter AI, a new integrated software tool that intelligently examines matter correspondence held within the electronic matter, providing instant insights and information to estate planning professionals. Users can chat with Matter AI to immediately access insights and information directly from correspondence […]
Cost of living crisis hits mental health of mortgage holders over 55
A quarter of those with mortgages over the age of 55 say that worries about payments are impacting their mental health. Later life finance firm Key, who deals with wills and LPAs, say their research has found that 11 per cent of those surveyed are considering seeking mental health help after mortgage worries are having […]
