Should death notifications be ‘guidance’ or ‘mandated’ in Consumer Duty?
By Luke Cheadle, Head of UK Operations for The Estate Registry It is now more than two years ago that the Financial Conduct Authority (FCA) finalised its guidance on Consumer Duty to set a new benchmark for retail financial services customers. The rules came into play on 31st July 2024, from which time firms need […]
Will Bank Management Service Updates Bennett Oakley’s Will Bank and Helps Firm Comply with GDPR
Bennett Oakley is a leading Sussex law firm based in Burgess Hill, Hassocks, Brighton and London which provides straight-talking and effective legal advice to help clients achieve their goals in an efficient and cost-effective manner. Samuel Cash, Practice Manager, Bennett Oakley Solicitors explains: “We are an employee-owned firm and so as a team, we are […]
British Wills and Probate Awards 2024 – Shortlist Day 1
The shortlist for the British Wills and Probate, sponsored by CTT Group, is being released from today (Monday 19th August) and every day this week published exclusively on Today’s Wills and Probate. Throughout the week the shortlist for a selection of categories will be published daily revealing the firms, businesses and individuals who have been […]
The risk of escheatment
By Anthony Allsopp, Head of Business at Title Research Over the course of the summer Title Research have been discussing US assets held in UK estates both in terms of whether they are on the increase, as well as the tax treaty in place between the two nations and its application. As you saw from […]
Two daughters dispute over the validity of their mother’s will
In a dispute between two daughters over the validity of their mother’s will, the England and Wales High Court (EWHC) had to re-examine the traditional rule that an available attesting witness must be called to give evidence where a will has been challenged. In the case, Andrea Ball (the defendant) challenged a will made by […]
