Event details:

Date: Tuesday 7^th June 2022 at 10:30am – 11:15am

Missed assets and liabilities are a growing issue in estate administration with 88% of professionals agreeing it is increasingly challenging to identify estate accounts. This session will cover several key learning objectives including:

– The Missing Billions, the value and location of UK unclaimed assets

– The Dormant Asset Scheme, proposals by UK government

– The Implications for Executors and Beneficiaries

– Best Practice and Due Diligence, including free resources to mitigate risk

Register online here: https://www.millar-bryce.com/webinar-missing-billions-uk-unclaimed-assets/

Can’t make it on the 7^th? We’ve got you covered. Simply register for the webinar as normal and a recording will be sent to you within 24 hours of the webinar’s completion.

Tuesday 7th June, 12-13:00pm

Join our webinar as we discuss the results from our latest research – “the key challenges facing estate planning professionals today”.

We’ll review the findings and discuss how, post-pandemic, these organisations are now focussing their attention on improving efficiency, preparing the business for growth, and generating new leads, whilst also reviewing how the right software can help them conquer these challenges.

Webinar agenda:

• Introductions
• About the survey
• The key challenges uncovered & top tips
• The crux of the problem
• Improving efficiency with technology
• Growing the business & driving new leads

Register today – click here.

An evening of discussion and networking, for legal practitioners and law firm owners.

We are delighted to announce the return of our popular and highly regarded Innovate Legal series, an in-person event series that brings together legal experts and legal professionals, which first kicked off in 2019.

Join us on Thursday the 9th June for Innovate Legal: London. Together, we’ll learn from leading minds in legal, meet fellow innovative legal professionals, and expand our skill sets in managing legal businesses.

Guests on the lineup include award-winning legal services provider Alice Stephenson (CEO and founder of Stephenson Law), Arun Chauhan (Founder, Tenet Compliance & Litigation), Colin Bohanna (General Manager, UK & Ireland at Clio), Hannah Beko (Founder of Authentically Speaking), and Rob Hanna, (founder of KC Partners, host of The Legally Speaking Podcast, and co-founder of Virtual Insanitii).

Space is limited: you must register in order to attend this event.

When: Thursday, 9th June

Where: The Goldmiths’ Centre, 42 Britton St, London EC1M 5AD

Time: 17.30 – 21.00

Format: Drinks & food, with light programming

Please join us on Friday 10th and Monday 13th June for CTT Superhero Webinar No. 90 – an introduction to CTT Law.

This webinar will be hosted by our guest speakers, Eamon Sullivan and Laura Massey, who are joining us from CTT Law. Eamon is a dispute resolution and litigation solicitor, and Laura is CTT Law’s conveyancing manager. Chris Hirons, our systems coordinator, will also be joining us to discuss new Legacy Software features that will enable you to refer contentious probate enquiries to CTT Law.

Agenda

• A history of CTT Law, their mission and relationship to the Group, presented by Eamon Sullivan
• An introduction to CTT Law’s Departments and Team Members, presented by Eamon Sullivan
• A demonstration on new Legacy Software Features for contentious probate enquiries by Chris Hirons
• A discussion on other common disputes CTT Law can assist in resolving, presented by Eamon Sullivan
• A summary of CTT Law’s pre-action services and an overview of the litigation procedure, presented by Eamon Sullivan
• An overview CTT Law’s conveyancing services, presented by Laura Massey
• An introduction to other legal services CTT Law can provide, presented by Eamon Sullivan

Join us on Zoom on Friday 10th and Monday 13th June.

10:00am – 11:00am

Friday 10^th June: https://countrywidegroup-co-uk.zoom.us/webinar/register/1516524503148/WN_n_JwhpTITU2H1XPb4FzUyg

Please join us on Friday 10th and Monday 13th June for CTT Superhero Webinar No. 90 – an introduction to CTT Law.

This webinar will be hosted by our guest speakers, Eamon Sullivan and Laura Massey, who are joining us from CTT Law. Eamon is a dispute resolution and litigation solicitor, and Laura is CTT Law’s conveyancing manager. Chris Hirons, our systems coordinator, will also be joining us to discuss new Legacy Software features that will enable you to refer contentious probate enquiries to CTT Law.

Agenda

• A history of CTT Law, their mission and relationship to the Group, presented by Eamon Sullivan
• An introduction to CTT Law’s Departments and Team Members, presented by Eamon Sullivan
• A demonstration on new Legacy Software Features for contentious probate enquiries by Chris Hirons
• A discussion on other common disputes CTT Law can assist in resolving, presented by Eamon Sullivan
• A summary of CTT Law’s pre-action services and an overview of the litigation procedure, presented by Eamon Sullivan
• An overview CTT Law’s conveyancing services, presented by Laura Massey
• An introduction to other legal services CTT Law can provide, presented by Eamon Sullivan

Join us on Zoom on Friday 10th and Monday 13th June.

10:00am – 11:00am

Monday 13^th June: https://countrywidegroup-co-uk.zoom.us/webinar/register/7016524509932/WN_jzlfUTVWQFiw_HXjYgHgOw

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.

Tickets:

HLS Members Free of Charge

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

Click here to book your place.

On Wednesday 22nd June at 1pm, Kings Court Trust’s Technical Manager, Nigel Merchant, and Legal Services Director, Charlotte Toogood, will discuss the importance of clarity in Wills to support estate administration.

As well as discussing how clear Wills help to avoid delays or disputes during the estate administration process, they will cover:

• Failed gifts – pre-deceased beneficiaries
• Failed gifts – sold during lifetime
• What happens when another child is born after a Will is written?
• Who pays for Inheritance Tax on a legacy?

Click here to register for the free webinar.

If you’d like to join the webinar but can’t make it on the day, please still register – registrants will receive a link to the recording after the webinar has taken place.

This year, annual SFE (Solicitors for the Elderly) National Conference 2022 is taking place at Kings Place, London on Thursday 23^rd June. Chairman of SFE, Michael Culver will open the event which will mark the first time the conference has been held in-person since 2019. The conference is set to be held on 23rd June 2022 at Kings Place, London, 9:00am – 4:30pm, with a drinks reception following between 4:30pm and 6pm.

Following on from the success of last year’s format, the day will revolve around an in-depth case study. This year’s case study, “Beware – Your Gins Will Find You Out!”, will see expert speakers help unpick the key legal issues facing 44-year-old widow Nina Wright whose husband, Stuart, died suddenly in a car accident.

Together, the couple had three children, including Ben who is 25 years old and has Down’s Syndrome. Nina discovers that her husband had an affair which resulted in a secret love child. Stuart had not written a will and this revelation, together with a secret love child, issues with the banks and Nina’s children making demands on her, encourages her to reach out to a local SFE solicitor to help sort it all out.

Attendees are advised to read the full case study ahead of the event and make notes on how they would approach the situation. The guest speakers will then explore this throughout the day and attendees will be able to compare their techniques.

Speakers include:

• Barbara Rich of 5 Stone Buildings who will delve into intestacy, probate issues and the inheritance act claim as part of the case study.
• Cate Searle, Head of Community Care Law at Martin Searle Solicitors who will cover funding Ben’s living arrangements and the Care Act.
• Stuart Barlow, an experienced family solicitor, who will discuss the care of dependent children on the death of a parent and what advice can be given to clients as to the appointment of a Guardian.
• Caroline Bielanska, Independent Consultant Solicitor, Mediator, author & legal trainer, who will centre around Ben and his potential inheritance, vulnerability, and care.

Find out more and book your tickets here.

An evening of discussion and networking, for legal practitioners and law firm owners.

We are delighted to announce the return of our popular and highly regarded Innovate Legal series, an in-person event series that brings together legal experts and legal professionals, which first kicked off in 2019.

Join us on Thursday the 23rd June for Innovate Legal: Dublin. Together, we’ll learn from leading minds in legal, meet fellow innovative legal professionals, and expand our skill sets in managing legal businesses.

Space is limited: you must register in order to attend this event.

When: Thursday, 23rd June

Where: Medley, Unit 7, Old Irish Times Building, Fleet Street

Time: 17.30 – 21.00

Format: Drinks & food, with light programming

Speakers include:

• Richard Grogan, Principal, Richard Grogan & Associates
• Colin Bohanna, General Manager, UK & Ireland at Clio
• More speakers to be announced!