Changes to ex gratia payments in the Charities Act 2022

Roman Kubiak, Head of Private Wealth Disputes, and Eleanor Evans, Head of Trusts and Estates Administration from Hugh James, summarise the changes to ex gratia payments in sections 15 and 16 of the Charities Act 2022, which will be brought in later in 2024. The Charities Act 2022 received Royal Assent in February 2022, and […]

Justice Committee’s Evidence Session into the Probate Service

STEP member and Partner at Jurit Law, Jo Summers TEP, gave evidence at the House of Common’s Justice Committee’s evidence session on the performance of the probate service on 16th April. The committee was established as a follow up to the Justice Committee’s written inquiry into the probate service and its poor performance in November […]

Using technology to help manage digital assets

Today's Wills and Probate Podcast

Dylan O’Brien, the founder of BePrepared, joins the latest Today’s Wills and Probate podcast to discuss his take on the increasingly challenging issue of managing digital assets in estate planning, and what role technology has to play in supporting practitioners. BePrepared was launched in Australia and has expanded into the USA and UK in the […]

Jurit partner gives evidence to Justice Committee investigating probate delays

Jo Summers TEP, partner in the private wealth & tax team at law firm Jurit LLP, has given oral evidence to the Justice Committee examining the impact of probate delays. The inquiry, launched in November 2023, is exploring the impact of the delays and whether the Ministry of Justice’s statements that the Probate Registry service […]

We’re all human, we all make mistakes

Today's Wills and Probate Podcast

Joining the latest Today’s Wills and Probate Podcast is Dan Temple, an expert in acknowledging and understanding the human impact of working, and managing employees and businesses. The discussion centres on creating effective and high performing teams, and what steps law firms can, and should, be taking to enable this in their business. Dan leads […]

Due Diligence in Probate

 By Emma Davies, Solicitor, Masefield Solicitors LLP Masefield Solicitors LLP is a legal firm based in Ledbury, near the Herefordshire-Worcestershire border.  Two other fee earners and I, plus support staff make up our small but perfectly formed private client department.  We pride ourselves on offering a tailored, professional service which is flexible to match the […]

First things first – getting the basics right

I am excited to be writing this, my first blog, for Today’s Media. I qualified in 1996, and left private practice in 2012 to co-found The CS Partnership.  The CS Partnership is a consultancy for law firms founded by ex-lawyers who wanted to help the profession deal with the modernisation it was facing.  I am […]

WillSuite’s 2024 Annual Report reveals surprising trends in estate planning

The release of WillSuite’s 2024 Annual Report has provided a comprehensive look into the intricate landscape of will drafting across England and Wales. Drawing from data sourced from over 200,000 wills and 140,000 Lasting Powers of Attorney (LPAs), the report sheds light on key demographics, emerging trends, and notable statistics within the estate planning industry. […]

Diary of a private client practitioner: 8th March 2024

As I was trying to save face, and not fall into a sweaty mess on the floor this morning during my morning spin class, I received some unexpected inspection from the instruction. Sometimes life throws you a curveball… This is what 2023 felt like to me… so time to rethink and regroup. 2024 really feels […]

Inheritance disputes in England and Wales are on the rise

Figures recently released by the Ministry of Justice reveal that court cases relating to disputed Wills have increased by over 34% since 2017, and by more than 140% in the past decade. This dispiriting trend is happening for a number of reasons, including that property prices have increased exponentially over the periods in question, as […]

‘Saltburn’: How the Catton family could have protected the Saltburn estate and could Oliver’s inheritance still be contested?

The dark comedy, psychological thriller that is Emerald Fennell’s ‘Saltburn’ has recently taken social media by storm, trending for its twisted storyline, leading to the demise of the aristocratic Catton family. *Trigger warning, and spoiler alert* Filmed at the English country-home Drayton House in Northamptonshire, ‘Saltburn’ is home to the Cattons, an affluent family that […]

Law firms and leadership – the skill of profitable delegation

Today's Wills and Probate Podcast

The Today’s Wills and Probate podcast welcome Dan Warburton on to discuss the topic of leadership. Dan works with law firms leaders and partners to elevate their leadership skills to enable them empower staff to be more efficient and effective. Dan describes his work as “the skill of profitable delegation;” to create leaders who can […]

Propounding a copy of a will

Where an individual dies, in order to administer their estate, a Grant of Representation is usually required. This is an umbrella term and the specific Grant required will depend on the circumstances: Grant of Probate: this will be the Grant applied for where there is a valid Will appointing executors. Letters of administration: this is […]

What Does a New Model Law Firm Lawyer Look Like?

As legal services adapt to the ever-evolving, fast pace of modern life, the career expectations for lawyers offering these services are also undergoing a transformation. The traditional law firm model, whilst long-standing and esteemed, may no longer align with the preferences, or needs of every legal professional. So, what type of lawyer might be seeking […]

The rise in inheritance tax investigations by HMRC

HMRC recovered a record £326million following investigations into underpayments of inheritance tax in the year ending March 2022. Perhaps unsurprisingly in light of these figures, it seems that HMRC have continued their focus on inheritance tax investigations since then. Pursuant to a recent freedom of information request it is understood that HMRC opened 2,029 inheritance tax […]

Block Policies: The Risks for Law Firms and their PI

If you’re responsible for insuring an unoccupied property during probate, standard insurance often won’t be suitable, so block policies seem convenient and affordable. But hold on! These policies often hide conditions and exclusions that could leave you and your clients with issues in the event of a claim. This article explains the risks and offers […]