Free and low cost will schemes – good or bad?

Today's Wills and Probate Podcast

Free and low cost will schemes are an established part of the wills and probate sector, providing charities with valuable legacy income streams, and practitioners with their largest source of lead generation. The latest Today’s Wills and Probate Podcast welcomes Richard Millar of Capacity Marketing on to discuss the value of free and low cost […]

Don’t forget about attendance allowance

Today's Wills and Probate Podcast

Dean Morgan is the Managing Director of a franchise of Grey Matters Consultancy; a business founded with the aim of meeting the needs of those in retirement at the point they need additional assistance, and for offering guidance to those who have the responsibility for their care. Dean is himself a franchisee based in Cardiff […]

Will Capital Gains Tax increase in the Budget?

IHT reforms rejected by treasury

Rob Morgan, Chief Investment Analyst at Charles Stanley Capital Gains Tax (CGT) is paid on the profits of the sale of assets – outside of tax efficient vehicles such as ISAs and Pensions – and there is speculation it could be a target in the Budget on 30th October. CGT is not exactly a big […]

Probate Research: Changing lives after death

Famous faces, landed gentry, minor royals, persons of no fixed abode, a former neighbour, and an old school friend – just some of the people I have distributed inheritances to in my 21-year career in probate research. Probate research is a unique area of law that touches all kinds of people. Inheritance law can be […]

Contesting a will with willclaim solicitors no win no fee specialists – Jassal v Shah and Shah [2024] EWHC 2214 (Ch) and paying costs of financial provision claims

Will claim Solicitors, specialist no win no fee will dispute and will contest Solicitors, discuss the rules on litigation costs in financial provision claims under the Inheritance (Provision for Family and Dependants) Act 1975, asking whether it’s ever possible for a claimant to receive their costs as part of an overall award. Overview – Jassal […]

The launch of the National Association of Independent Administrators

Today's Wills and Probate Podcast

Helen Stewart, Partner and Head of Probate at Thomson, Snell & Passmore joins the latest Today’s Wills and Probate Podcast to discuss the launch of a new association to support collaboration and best practice amongst independent administrators (IAs) and estates in conflict. The National Association of Independent Administrators (NAIA) brings together contentious and non-contentious practitioners […]

Wills in North America vs England & Wales

Today's Wills and Probate Podcast

Tim Hewson joins the Today’s Wills and Probate podcast to discuss LegalWills – his Canadian-based technology company providing will writing and estate planning services in Canada and North America. The business started in a bar in Ottawa where Tim and his colleagues were discussing whether any of them, all successful tech high-flyers, had a will […]

What impact can effective death notifications have on brand advocacy?

A ‘brand’ is defined officially (in Websters Dictionary) in very simple terms as a class of goods identified by name as the product of a single firm or manufacturer. It is also a ‘characteristic’ or ‘distinctive kind’. In marketing terms, a brand does indeed convey the characteristics of a product or service, something in which […]

World Vision and Octopus Legacy offering free Wills to all

Smart money management is something that everyone, regardless of age, can get peace of mind from. Whether it’s handling personal finances or working out the legacy a person will leave behind, there can be a lot to consider, especially with Remember A Charity Week running from 9 to 15 September, encouraging everyone to think about […]

Removing A Trustee From a Trust

person writing near laptop

There are various circumstances in which the need to remove a trustee from a trust may arise, including for practical reasons (such as replacement following death or retirement). In other cases, trustee removal and appointment is an important mechanism for upholding the proper administration of the trust. Applications to the court to remove a trustee […]

Law Society comments on first AI treaty

Webinar: Don’t Look Back, Turning to Tech During Covid-19

Human rights, democracy and the rule of law will be further protected from potential threats posed by artificial intelligence (AI) under a new international agreement to be signed by Lord Chancellor Shabana Mahmood on Thursday. The new framework has been agreed by the Council of Europe commits parties to collective action to manage AI products […]

Making Change Part of the Furniture: Lessons from Paul O’Neill and Alcoa

Change is often perceived as a disruptive force, an unwelcome visitor that turns our routines and structures upside down. However, there are powerful examples from history that demonstrate how change, when integrated thoughtfully and systematically, can become as integral to an organization as the furniture within it. One of the most compelling cases is the […]

Preparing for Legal Directories Season

You’re invited to Preparing for Legal Directories Season, an exclusive, insight-packed legal directories session providing a deep dive into the world of legal directories, unpacking the research process, methodology, rankings and editorial calendar. This online event will be hosted by LexRex Communications, join managing director and resident legal directories specialist, Victoria Moffatt, and LexRex brand […]

AML and sanctions data collection – What you need to know

Today's Wills and Probate Podcast

The Solicitors Regulation Authority (SRA) has recently requested law firms complete an anti-money laundering and sanctions data collection exercise. The SRA is required by Office for Professional Body Anti-Money Laundering Supervision (OPBAS) to take a risk-based approach to supervision and is requesting firms complete the requested information as full as possible. It will, they say […]

Revolutionising Death Certification: Introduction of Medical Examiners

By Charlotte, Legal Services Director at Kings Court Trust Key reforms in death certification The death certification system in England and Wales, which has remained largely unchanged for over 50 years, is set to undergo significant reforms. Starting from 9 September 2024, every death will be subject to either a Medical Examiner’s scrutiny or a […]

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