Remember a Charity launches good practice guide for wealth advisers
Remember A Charity has launched a good practice guide for wealth advisers, designed to help advisers incorporate charitable legacies into wealth planning discussions and better support their clients’ philanthropic ambitions. Integrating Charitable Legacies into Wealth Planning provides insights and practical tools to help advisers initiate and navigate conversations around legacy giving, particularly in the context of estate […]
Firm’s new statutory probate model aims to resolve deadlock without litigation
A new fixed-fee, executor-only probate model aims to help private client teams break estate deadlocks and caveat standstills without the need to resort to contentious litigation. The model has been launched by Human Law, an SRA‑regulated practice led by solicitor Justin Patten. The “executor‑only probate dispute stabilisation model” combines AI‑assisted document ingestion with structured statutory […]
Ricky Gervais IHT plans shine light on ‘stark position’ of cohabiting couples
The comedian Ricky Gervais has said he will marry his partner of 44 years to ensure the couple won’t be liable for inheritance tax. In an interview with Saga magazine, Gervais said Jane Fallon’s cancer diagnosis earlier this year had prompted him to change his long-standing opinion on marriage. “It’s horrible, isn’t it? I’ve got […]
Former Axiom Ince director struck off over amended client invoice
A former director of Axiom Ince has been struck off and ordered to pay £5,000 in costs for amending an invoice to give “the misleading impression” of a discount. Toby Richard Matthews admitted to dishonestly amending a counsel’s fee note for a client while he was a director at Axiom Ince, ahead of a Solicitors […]
Megan Lee-Devlin appointed chief executive of HMCTS
HM Courts and Tribunals Service (HMCTS) has appointed Megan Lee-Devlin as its new chief executive officer, responsible for the administration of criminal, civil and family courts in England and Wales. As director general for justice services and transformation at the Ministry of Justice (MoJ), Lee-Devlin led the digital transformation of services across the justice system, […]
Legacy giving: why the conversation needs to start earlier
Ashley Rowthorn, executive director at Legacy Futures, explores what the latest Legacy Giving Report reveals about the role of charitable giving in estate planning. With a resilient £4.4 billion market and a new generation of will-makers emerging, he considers why practitioners should look beyond tax and help clients think more broadly about the legacy they […]