Estatesearch: Share services
How Estatesearch’s share services support legal teams during estate administration We spoke with Sian Flanagan, securities manager at Estatesearch, to learn more about share valuation, sale and transfer during estate administration. Estatesearch provides HMRC compliant probate valuation, at date of death, of UK and international listed share holdings using the lower of the ‘quarter up’ […]
Sister denies misappropriation of funds as High Court hears sibling will dispute
A sister at the centre of contested will has admitted overstepping her duties as power of attorney by spending her mother’s fortune on herself and her family, but denied her actions amounted to a misappropriation of funds. The will of multi-millionaire Jeanne MacDougall is being contested by her son, Gary MacDougall, who claims his sister […]
SRA ‘will profile law firms’ to identify warning signs of collapse
The Solicitors Regulation Authority will profile law firms to help identify those at risk of collapse, chief executive Sarah Rapson (pictured) has said. Speaking to the Law Society Gazette this week, Rapson said the SRA will prioritise proactive action and “getting ahead of the risks” in the wake of high-profile failures at Axiom Ince, SSB […]
NatWest acquisition will create country’s largest PBWM business
NatWest Group has agreed to buy wealth manager Evelyn Partners for £2.7 billion, creating Britain’s largest private banking and wealth management business. By combining Evelyn Partners’ £69 billion of assets under management and administration (AUMA) with the £59 billion AUMA of NatWest Group’s existing private banking and wealth management (PBWM) business, including Coutts, NatWest Group will oversee more […]
Profile: Caroline Alexander, partner at Birketts LLP
As a partner in the Private Client Advisory team at Birketts LLP, Caroline advises a wide range of private clients and charities on matters to do with estate administrations, the mitigation of inheritance tax and executors’ duties. She especially enjoys dealing with estates with complex or unusual elements. What was your career path to your […]