Justice Committee’s Evidence Session into the Probate Service

Mark Walley, CEO of STEP, gave evidence at the House of Common’s Justice Committee’s evidence session on the performance of the probate service on 30 April. The committee of MPs was established as a follow up to the Justice Committee’s written inquiry into the probate service and its poor performance in November 2023. The significant volume of […]

The National Will Register offering free will registration

will ownership

The National Will Register is offering free will registration to everyone for the month of May with FREEWILLREG24. The National will Register exists to ensure unknown, untraceable wills are a thing of the past through their will Registration and Will Search services. Their mission is driven by the thousands of professionals and testators themselves who […]

Mental Health Awareness Week 2024 Special

Today's Wills and Probate Podcast

In this specially recorded podcast, the Today’s Wills and Probate podcast joins forces with its sister podcasts from the Today’s Conveyancer and Today’s Family Lawyer online news publications to discuss the topic of mental health and wellbeing ahead of Mental Health Awareness Week, from 13th May 2024. Podcast host David Opie welcomes Managing Director of […]

Dying Matters Week – Let’s talk about death and Wills

It is fair to say that we as a society are not comfortable discussing death. It is daunting – you have to think about Wills, funerals, organ donations, Lasting Powers of Attorney, and care planning. You cannot escape death, but you can ensure your plans are in place. Unnerving as it is, the alternative to […]

Verifying family trees isn’t just for probate cases

Verifying family trees isn’t just for probate cases; there is often a need for this service on Court of Protection matters too. At Anglia Research, we are frequently instructed by professional deputies to use our extensive genealogical skills to accurately identify P’s nearest relatives and build a confirmed family tree. This is often done in […]

Will Aid 2023: Highest donating Firm

Will Aid is an incredible Scheme which goes from strength to strength every year.  Having taken part for over 15 years, becoming the second highest donating firm last year was beyond amazing.  This year to smash that record and raise over £42,000, well really, there are no words to describe this feeling! As a sole […]

UK government to overhaul non-domicile tax status in favour of modernised system

STEP

At the recent March Budget the Chancellor announced that the government will scrap the non-domicile tax status in the UK and replace it will a more modern and simpler system. Who does it affect?  Non-domicile (non-dom) describes a UK resident whose permanent home or domicile for tax purposes is outside the UK. It refers to […]

Navigating the ups and downs of running a will writing business

Today's Wills and Probate Podcast

The Today’s Wills and Probate Podcast welcomes Andrew Buchan, Managing Director of James McKenzie Wills, to discuss the ups and downs of running an estate planning business. Andrew has been with the business for 14 years and has seen the development of the sector first hand. He explains his role and responsibility both to his […]

Can someone with dementia create a valid will?

With an ever-growing and aging population, along with prolonged lifespans, an increasing number of wills are being disputed due to doubts over testamentary capacity.  Dementia is a condition predominantly linked with the aging population, and the number of people diagnosed with the disease is set to rise to over 1,000,000 by 2025. Those familiar with […]

Client blog: What happens to my debt when I die?

The period after the death of a loved one is a difficult time; and many people prefer to avoid thinking about it in advance. There are many challenges to consider; not only the emotional difficulties, but also the administrative duties that will need to be dealt with.  An example of this is when the deceased […]

Leaving a Lasting Legacy: World Vision offering free Will-writing this March

In the height of the cost-of-living crisis, money management is an incredibly important topic for everyone to consider, regardless of their age, including Wills and the legacy they will leave behind. Data suggests that legacy giving pledges included in Wills increased by 8.7% year-on-year in 2022*, despite the cost-of-living crisis, so it remains important for […]

Government backs SMEs with new Help to Grow campaign and small business council

The Government is reaffirming its commitment to all the UK’s 5.5 million small businesses, with the creation of a new Small Business Council due to launch next month which will bring together SME leaders from across the country.   The Council builds on the Department’s existing support for SMEs and will provide a bespoke forum […]

Justice Committee’s inquiry into the probate service

STEP

STEP has responded to the House of Common’s Justice Committee Inquiry into the performance of the probate service amid concerns about serious delays. Delays in the probate service have risen sharply and the enquiry focuses on taking evidence on capacity, resources and delays of the probate service and the impact of digitalisation, including the effectiveness […]

Administering an Estate for High Net Worth Individuals in the UK

The management and distribution of an estate for high-net-worth individuals in the UK is a complex process. With considerable assets involved, the process demands a meticulous and tailored approach, backed up by an in-depth understanding of the legal, financial, and tax implications. This detailed guide explains estate administration under the law of England and Wales. […]

Trust and Estate Disputes Quarterly Round-Up

This Trust and Estate Disputes quarterly round-up provides a summary of a cross-section of reported decisions handed down in the courts of England and Wales in the period October 2023 – December 2023. WITHERS TRUST CORPORATION V ESTATE OF HANNAH GOODMAN [2023] EWHC 2780 CH The High Court has made an order pursuant to section […]

The Ombudsman’s Corner: January 2024

The Ombudsman's Corner

Our approach to offers made at first tier When a consumer first brings a complaint to us, one of the first thing we do is to establish whether the service provider has made an offer to resolve it during their own complaints procedure. If this is the case, and we think the service provider’s offer […]