Eliminate risk with Financial Asset and Liability Searches
When administering an estate, are you always confident that all assets and liabilities have been accounted for? It can be difficult to ensure that the full extent of the estate has been identified. With over £200 billion worth of unclaimed assets in the UK, there may be unclaimed, dormant, or lost assets that should be […]
How To Leverage Technology when Compiling Estate Accounts
By Mark Taylor, Sales Manager, Estatesearch Private client solicitors face the pressure of workloads every day. Technology should be able to help but often solutions are complex and it takes time to research, implement and learn new ways of working. Estatesearch has pioneered the use of new data and technology to help private practitioners identify […]
John-Paul joins law firm Jackson Lees Group
Solicitor John-Paul Dennis has come full circle in his career by joining law firm Jackson Lees Group as a partner and head of the wills, trusts and probate team. He trained as a lawyer at Wirral practice Lees & Partners, which in 2016 joined forces with Jackson Canter to form Jackson Lees. In his new […]
40% of vulnerable customers disclosed needs to their financial services provider – FCA
The Financial Conduct Authority has published research as part of its vulnerability review, which found that 40 per cent of vulnerable customers have disclosed their needs to their financial services provider, the Financial Conduct Authority has found. The same research found that 74 per cent of those who told firms about their circumstances reporting staff […]
