Common problems for private clients – CPD event

Common problems for private clients – CPD event

Estatesearch is pleased to support the Hertfordshire Law Society at this CPD session on 15th June.

Join the Hertfordshire Law Society as they look at people tracing and unclaimed assets in connection with the administration of estates and recent developments and updates in trust legislation.

Start Date: Wednesday 15 June 2022

Time: 10:00am-12:00

Location: This event is being run as a hybrid event. If you wish to attend then you can do so in-person at the Hertfordshire Law School, University of Hertfordshire, De Havilland Campus, Hatfield AL10 9EU. Alternatively, you can attend ‘virtually’ via Microsoft Teams.

Click here to book your place.

Focusing on Common Problems for Private Clients the session will feature the following speakers:

Emma Baddaley, Client Relationship Director, Estatesearch

“The Missing Billions – Unclaimed Assets in the UK”

Emma will cover an assessment and investigation into the unclaimed asset minefield in the UK and focuses on:

  • Estimation of the value of unclaimed assets (banks, NS&I, and pension fund figures)
  • The How and Why the asset pot accumulates, what is held where, how it grows, and why it remains unclaimed
  • Barclays – a case study in a missing asset
  • The Dormant Asset Scheme Act timeframe and how it will affect probate professionals
  • Obligations of an Executor and implications for Beneficiaries and probate practitioners in administering the Estate
  • Best practice and due diligence in locating assets and administering estates

Louise Levene, International Services Manager, Finders International

“People tracing and family tree verification – common questions, services and case studies”

Nerys Thomas, Senior Associate Solicitor, Michelmores

“The Trust Registration Service – the new legislation and its implications”

Nerys will explore the new reporting requirements under the 5th Money Laundering Directive that has now come into force, requiring the majority of UK resident trusts to be registered by the trustees on the HMRC Trust Registration Service before 1 September 2022 and will share practical tips as to how best to navigate the new requirements.


HLS Members Free of Charge

Non-Members – £10 (An invoice will be sent separately)

Click here to book your place.

This article was submitted to be published by Estatesearch as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.









Comprehensive, Simple & Efficient Due Diligence.

Estatesearch are pioneers in the legal technology industry driving innovation and technology in the private client sector. By combining high quality data with simple and effective technology Estatesearch are helping practitioners achieve more comprehensive and efficient due diligence in probate, estate administration and court of protection matters.

Estatesearch Financial Profile Service

Gaining a confident understanding of your clients financial affairs when administering an estate or appointed to manage financial affairs can be complex and time-consuming task. Poor bookkeeping, hoarding, online accounts and paperless billing all contribute to the challenges. Our award winning Financial Profile Service has been launched, in conjunction with global information services company Experian, to support private client professionals needing a comprehensive and efficient understanding of financial affairs. Our process combines real-time access to digital credit records with a wide ranging legal notification to gather the information you need to effectively manage estate assets and liabilities.

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Systems and procedures to support efficient working practices are essential in ensuring legal professions remain competitive and deliver great client value. Working with a variety of third party suppliers we are able to provide quick and simple access to a range of products and services in a single online platform helping you work faster.

CPD & Training

We are passionate about our work and are happy to provide CPD & training either in-house or online. To find out about the current range of CPD sessions on offer please click here

To find out more about our products and services please visit our website or contact our Account Manager Ben Furlong.

Key contact:

Ben Furlong | Associate Director

T: 07849 887 633   E: [email protected]

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