Defining workplace culture and its impact on leaders and employees
The latest Today’s Wills and Probate Podcast welcomes workplace culture and staff retention specialist Andre Thomas of Thomas Telman to discuss the critical importance of cultivating a positive workplace culture and the direct impact this has on staff retention and overall business success. The firm has created a empirical methodology by which culture can be […]
Strategically navigating a consolidating estate planning market
Arken Group CEO Dave Newick joins the Today’s Wills and Probate Podcast to discuss the output of a recent report published by Arken looking at the current landscape of the private client sector. The podcast focuses on three key discussion points borne out of the report; law firms and professionals need to be; better at […]
Life in the law – have your say before 21st March 2025
Podcast host David Opie is joined by CEO of the charity LawCare, Elizabeth Rimmer, to discuss their latest “Life in the Law” surveys which are now open for completion until Friday 21st March. LawCare supports and promotes mental health and wellbeing across the legal services sector. They have 2 main focuses. Their first is in […]
“Delegate Now to Supercharge Your Profits”
The Today’s Wills and Probate Podcast welcomes back Dan Warburton, a law firm consultant and trainer who specialises in helping individuals delegate work more effectively; in the process junior staff are elevated, the individual has a happier work/life balance, and ultimately the firm can be more profitable. It’s a soapbox Dan has jumped on before […]
‘Tech is only as good as the data you put in it’
In the second episode of the fourth series of the Today’s Wills and Probate Podcast, host David Opie sat down with Taz Khalid, CEO, and Jean Ward, COO of My Probate Solicitor (MPS), to discuss the launch of the new business and the introduction of ZENA – an AI-powered “warrior princess” designed to streamline probate […]
Tackling the ‘yawning gap’ between professional and care sectors
In the first episode of the fourth series of the Today’s Wills and Probate Podcast, host David Opie is joined by Alison Hesketh of TimeFinders; a service best described as providing later life admin support. Filling the “yawning gap” between the legal and financial professions, and the care sector, TimeFinders was set up in 2010 […]
Probate administration; better or worse?
What is the current sentiment across the profession around wills, probate, client experience, speed of administration, attitude toward financial services… that is the topic of the latest Today’s Wills and Probate which delves into the recently published “Bereavement Index”; an annual report tracking the key issues facing individuals and firms dealing with the administration of […]
Shared experience; insight and best practice in estate administration
Legal Services Director at Kings Court Trust Charlotte Toogood joins the latest Today’s Wills and Probate podcast to impart her experience of working in estate administration over the last 16 years. With contentious probate on the rise Charlotte shares her thoughts on what we can do as practitioners, and how we can better advise families […]
Case Review: The Lessons of Leonard v Leonard
Today’s Wills and Probate Host David Opie is joined by Birketts’ Head of the Private Wealth Dispute Team Bernadette Baker and Partner in the team Kate Harris to discuss the case of Leonard v Leonard; a convoluted and disputed probate case concerning the estate of Jack Leonard and the validity of two separate Wills. Bernadette […]
QualitySolicitors – The next chapter
As one of the disruptors in the wake of the Legal Services Act 2007 QualitySolicitors (QS) was launched in 2009 with the ambition to help the high street fight back against the anticipated onslaught of major brands entering the legal market – so-called ‘Tesco Law.’ QS grew rapidly, with firms up and down the country […]
Free and low cost will schemes – good or bad?
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
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 […]
The launch of the National Association of Independent Administrators
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
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 […]
AML and sanctions data collection – What you need to know
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 […]
Normalising charity legacies and leaving gifts in wills
Behaviour change campaign Remember a Charity is a consortium of around 200 charities dedicated to growing the legacy market; helping charities develop what is an increasingly vital long term revenue stream. In the latest Today’s Wills and Probate Podcast, host David Opie is joined by Lucinda Frostick, Director at Remember a Charity and Chris Millward […]
Understanding the cost of legacy fundraising
Ashley Rowthorn, CEO and Kath Horsley, Senior Consultant at Legacy Futures join the Today’s Wills and Probate podcast to discuss their latest piece of research on the investment charities make in their marketing. The Legacy Marketing Benchmarks report provides insight into helping charities understand what legacy marketing is enable charities to benchmark their spend helping […]
The five most expensive words in the English language
The five most expensive words in the English language – “it’s a matter of principle.” Because principles cost money. And this increasingly plays out across contentious private client matters, in inheritance and probate disputes. Joining host David Opie on the latest Today’s Wills and Probate Podcast is Hayley Gaffney, an associate at Coodes Solicitors and […]
The Great Wealth Transfer
People who were born between 1946 and 1964, the so called Baby Boomer Generation, is a cohort of 16.8 million people; and due to favourable financial conditions in that time are the wealthiest generation in human history, holding somewhere in the region on 80% of the UK’s wealth. With the older baby boomer now 78 […]
Mental Health Awareness Week 2024 Special
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 […]
