Event: Modernising wills: a focus on lasting legacy and capacity issues
STEP are running a joint event, with Farrer & Co, on 17 October at the Law Society about modernising wills, with regard to mental capacity and will disputes. Law Commissioner Professor Nicholas Hopkins will be speaking. To find out more or to sign up, click here. Modernising wills: a focus on lasting legacy and capacity […]
Estatesearch Helps Fosters Solicitors Ensure Good Outcomes for Vulnerable Clients
Formed in 1761, Fosters Solicitors is one of the oldest law firms in England. From that rich heritage the company has grown into a modern, vibrant law firm with a culture and values that puts clients, colleagues and partners at the centre of everything they do. Paige Gouldthorpe, Deputy Head & Court of Protection Specialist, Wills, […]
Estate Planning Software – what is it and is it worth the investment?
What is Estate Planning Software? Estate planning software is highly specialised software that is used by Private Client Solicitors and professional Will Writers to automate the administration involved in preparing Wills, Trusts, Powers of Attorney and more. How does Estate Planning Software Work? Estate planning software follows a sensible step-by-step process, utilising a questionnaire style format. […]
Introducing the autumn 2023 edition of Entitlement from Title Research
The autumn 2023 edition of Title Research’s news digest for legal professionals is now available to download for free. Entitlement is a digital magazine produced by genealogical research and asset repatriation specialists, Title Research. It features informative and insightful articles written by experts in the legal industry. The autumn 2023 edition of Entitlement features: ‘Protecting estate […]
Bereavement Index reveals probate sentiment across legal, financial services and consumers
The number of probate cases being managed by adults aged between 18 and 44 years old has increased by over 10% over the past twelve months, and nearly 40% over the course of the last two years according to the latest instalment of the Bereavement Index. The recently released 2023 Bereavement Index by Exizent has looked […]
Free Webinar: How Genealogy Helps Ensure A Risk-Free Distribution
With the goal of minimising any future risk or liability, Title Research has worked with professional clients to solve complex estate administration cases for over 50 years. They are committed to proving entitlement, locating missing or unknown beneficiaries, and verifying or reconstructing family trees to help accelerate the estate administration process. That is why on […]
Estatesearch Celebrating Five Years and a Look to the Future
This year, Estatesearch celebrates five years of serving the industry. We spoke to Jonathan Upton, Director, about how the company started, milestones and how it has grown along with a look at how the industry has developed and hopes for the future. 1) Tell me about how Estatesearch first started. I’m a chartered accountant and […]
The Sinking of the Lisbon Maru
Anglia Research acts as consultants for the documentary “The Sinking of the Lisbon Maru” We were delighted to have a presence at the exclusive screening of the documentary film “The Sinking of the Lisbon Maru” at the British Film Institute on the South bank in London back in August. Company founder Peter Turvey and our […]
Kings Court Trust Free webinar: Business and Agricultural Relief
Kings Court Trust’s next webinar on Wednesday 25th October at 1pm is free to join. During the session, Technical Manager Nigel Merchant will provide an overview of Business and Agricultural Relief for estates that include a business or land/pasture used to rear animals. More specifically, the session will cover: What is Business and Agricultural Relief […]
What is an excepted estate?
When dealing with probate and estate administration, you and your clients may come across the term excepted estate. It’s important for your clients to understand whether they’re dealing with an excepted estate, as it can affect how the estate is reported to HMRC for Inheritance Tax purposes. To aid your client conversations on this topic, […]
Case of the month: The antique hoarder
Blanchards case of the month: The antique hoarder When we visit homes of hoarders, we often encounter extensive piles of clutter and debris. While the saying goes, “one person’s trash is another person’s treasure,” it’s challenging to believe that anyone would choose to hold onto these items. However, on rare occasions, we stumble upon properties […]
New online insurance service for Professional Executors
Insuristic Launches New Online Insurance Service for Professional Executors. London, UK (September 25th, 2023) – Insuristic, a specialist provider of insurance for the Probate market, today announced the launch of its new online insurance service for professional executors. The service makes it easy for professional executors to arrange the various property and liability insurance policies […]
Access free digital resources for professionals and clients
Kings Court Trust partners with Will Writers, Financial Advisers, Estate Planners, and Funeral Directors to provide award-winning probate and estate administration services to their clients. Their unique partnership model enables professionals to expand their service offering to extend further support to their clients and their families. Additionally, they have a number of free digital resources […]
Anglia Research wins national probate research award… again!
For the second consecutive year, Ipswich-based probate research firm Anglia Research were revealed as winners at the National Paralegal Awards (NPA’s) held last week at the Grand Hotel in Birmingham. Replicating last year’s success, the team walked away with the much sought-after award for the Probate Research Organisation of the Year, beating off strong competition. […]
Podcast discusses recovering legal fees from an estate
The latest episode of the Topical Talks with Title Research podcast welcomes back Sarah Bolt, Managing Associate in the Private Client Resolution Team at Freeths LLP, and Natasha Dzameh, a St John’s Chambers Barrister. Sarah and Natasha join Title Research to explore the costs of challenging an Executor or Trustee when recovering legal fees from […]
Why partner with Kings Court Trust?
Since 2002, Kings Court Trust has partnered with hundreds of Will Writers, Financial Advisers, Estate Planners, and Funeral Directors to provide their award-winning probate and estate administration services. Their unique partnership model enables professionals to offer Kings Court Trust’s estate solutions as an extension of their service offering, providing their clients with further support during […]
Revealed: Top 7 Benefits of Harnessing Technology Integration for a Brighter Future
In an era where technology is reshaping industries and driving innovation at an unprecedented pace, the legal sector is not exempt from the winds of change. The traditional image of law firms buried under mountains of paperwork and files is evolving, and for good reason. Change is not always something that comes easily to both […]
Relevant Life Protection – Why pay for your protection personally?
Do you possess personal life insurance and have a limited company? You could save a significant amount through tax relief by transferring the payment of your personal life insurance cover to your company. In this article, our knowledgeable financial advisors in the Private Client Team explain what Relevant Life Protection is and how business owners […]
The Importance of Verifying a Family Tree
Probate research and the verification of intestate estates using professional firms are considered vital in France and Germany. However, in the UK, we struggle to place probate genealogy firms fairly and squarely within the estate administration process. Without the services of a probate research firm, the estate could be distributed incorrectly. The most common issues […]
Inheritance Data expand platform capabilities to include Vacant Property Insurance
When conducting the administration of an estate, the Executor or Personal Representative is under obligation to protect any physical assets within the estate, including all property. Properties left empty once an individual has passed away can quickly become a problem, with traditional home insurance products often proving expensive and time consuming. Via our partner, Southey […]
