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 […]
Using technology to help manage digital assets
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 […]
We’re all human, we all make mistakes
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 […]
Navigating the ups and downs of running a will writing business
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 […]
Law firms and leadership – the skill of profitable delegation
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 […]
The importance of performance management over appraisals
Hamza Hafesji, Group Product Manager at Advanced Legal, joins the latest Today’s Wills and Probate podcast to discuss the importance of implementing a culture of performance management in a business. For years the only time most employees receive any sort of constructive feedback has been in an annual appraisal. For Hamza, something has to fundamentally […]
What clients want…
The first Today’s Wills and Probate podcast on 2024, and the start of series 3, explores the perennial question on the minds and lips of most businesses… what do clients really want? A report from Law Firm Marketing Club does just that. Now in it’s 4th year, “What Clients Want” is an extensive piece of […]
Insight, opinion and innovation; Today’s Wills and Probate Podcast Round-Up 2023
The Today’s Wills and Probate podcast delivers regular insight into goings on across the wills, probate, tax, trusts and estate planning profession through interviews and discussions with those who are actively engaged in it. Since launching in 2022 it has now delivered 32 episodes covering topics as varied as private client law, innovation and technology, […]
Executry & confirmation; the differences between probate in Scotland, England & Wales
“Two nations divided by a common language” is a phrase often connected to the relationship between the UK and the USA; but it could be just as easily applied to England and Scotland at times, especially when it comes to legal matters like the probate process. Joining Today’s Wills and Probate Podcast host David Opie […]
The importance of faith in my legal career
Recorded in the week before the British Wills and Probate Awards 2023, this latest podcast explores the role faith plays in Yasmin Hoque’s legal career. A practicing Muslim, Yasmin explores the way her faith has shaped her career to date firstly as a lawyer based in London, and later as the founder or AL-HQ Law […]
The Perfect Lawyer
The latest Today’s Wills and Probate podcast welcomes Simon McCrum to discuss the contents of his latest book “The Perfect Lawyer” with host David Opie. There isn’t much Simon McCrum doesn’t know about running a law firm having been there, done it, and got the t-Shirt. In this discussion Simon shares a little about his […]
Professional Standards Board sharpens “blunt stick”
The Professional Standards Board (PSB), the committee set up to provide oversight and governance for The Society of Will Writers, has strengthened its remit in an effort to beef up consumer protection, consumer confidence and professional standards. In a recent podcast with Today’s Wills and Probate, Nick Ash, Managing Director of W&P Legal Services and […]
Probate; the “old school” way…
The latest Today’s Wills and Probate podcast welcomes Laurelo on to talk about the current challenges facing probate practitioners. Michael speaks with host David about the origins of the business and his ambitions to support those going through the probate process. Describing their approach as “old school,” Michael ensures all clients are seen face to […]
“The best thing about being a private client lawyer is…”
The Today’s Wills and Probate podcast welcome Ian Bond on to discuss the life and times of a private client practitioner in 2023. Ian is a partner in the Lifestyle and Estate Planning Team at Irwin Mitchell having joined in January 2023 and is a vocal advocate for the private client profession. Recorded in July […]
Using social media to generate will writing leads
Following a Summer break the Today’s Wills and Probate podcast returns to discuss the challenge of generating new and consistent leads sources for will writing and legal business. A perennial challenge, host David Opie is joined by social media lead generation specialist Matt Jones, founder of Shed Social a digital lead generation agency to discuss […]
