All of the events that you can find below are relevant to the wills & probate sector. They provide a brilliant opportunity to expand your knowledge and network with like-minded professionals in the industry.
The events that we have listed include key wills & probate industry conferences and award ceremonies that will be of interest to industry professionals (such as our own event The British Wills & Probate Awards). We have also included training courses that may be of interest to wills & probate professionals.
To browse all the events that are currently listed you can scroll through the event listings below.
Partners of Today’s Wills & Probate can submit unlimited events to feature in this section. For more information email: press@todayswillsandprobate.co.uk
September
In this expert webinar, Michael Marlow from Hammer Price Homes will discuss the importance of due diligence and taking a forensic approach as an Executor of an Estate. He will
In this expert webinar, Michael Marlow from Hammer Price Homes will discuss the importance of due diligence and taking a forensic approach as an Executor of an Estate. He will discuss in depth:
Register Here: https://estateresearchlearninghub.co.uk/upcoming-webinars
more
September 3, 2024 12:00 pm – 1:00 pm(GMT+00:00)
05sep12:00 pm1:30 pmLET’S TALK – Safe Tax Planning for Families
The change in government means that the tax landscape may change significantly, but we can only advise clients on the position as it is now with a warning that we
The change in government means that the tax landscape may change significantly, but we can only advise clients on the position as it is now with a warning that we have no crystal balls.
Our experts, Professor Lesley King and John Bunker will give a short introduction to current lifetime steps and Will drafting objectives which can reduce tax.
This free 90-minute session will offer a brief update from both speakers with the majority of the time then devoted to questions from delegates on all things trust related. Questions sent in advance are more likely to be answered so please send them to info@estateresearchlearninghub.co.uk
Register Here: https://estateresearchlearninghub.co.uk/upcoming-webinars
more
September 5, 2024 12:00 pm – 1:30 pm(GMT+00:00)
06sep9:30 am1:00 pmKnow your client – Risk Capacity, Identity in Virtual Instruction taking
In an increasingly digitalised and modern world, paper is being swapped for online documents, and instruction taking practices have been radically changed. We embrace change here at CTT Group. But
In an increasingly digitalised and modern world, paper is being swapped for online documents, and instruction taking practices have been radically changed. We embrace change here at CTT Group. But we also understand the need to accommodate and risk assess these developments.
Do you know all the risks involved in virtual instruction taking for yourself and your business? More importantly, do you know what you can do to mitigate those risks?
Join our Client Care Team Leader Elizabeth Shimmell and & Our Junior in-House Counsel, Michael Hughes (LL.B (Hons)) Trainee Solicitor in CTT Law Ltd for a review of instruction taking practices, and confirmation that you are following best practice in the virtual world.
Agenda:
Risk and future claims against the instruction taker
Potential claims that could arise and what you can do to protect yourself
Larke v Nugus and a reminder of case law in this area
Paperless working and how it can help
Virtual instruction taking
Capacity when taking instructions virtually
How to know who you are taking instructions from
Overcoming client objections to testamentary capacity assessments
How to ID your client
What ID is acceptable?
How to obtain ID securely
What checks are carried out on the ID?
more
September 6, 2024 9:30 am – 1:00 pm(GMT+00:00)
09sep9:30 am1:00 pmLPA’s, Deputyship, Financial Assessments & Challenges
If you have been assisting your clients with their Wills, Trusts and Powers of Attorney as part of their planning for the future, do you know what could happen next? By
If you have been assisting your clients with their Wills, Trusts and Powers of Attorney as part of their planning for the future, do you know what could happen next?
By attending our LPAs, Deputyship, Financial Assessments & Challenges course, you can equip yourself for the ‘next stage’ of advising and assisting your clients, and in turn their families when they look to you for guidance in the future.
Given the likelihood of increased challenges to long term care funding as a result of a lack of public funds, are you familiar with the financial assessment process and the difficulties it can present? Be ready to guide your clients through the maze at a difficult and stressful time.
Attend our course to feel more confident when talking to your clients about what might happen in later life, and after death.
LPAs and Deputyship
Financial Assessments
Challenges to Financial Assessments
https://ctt-group.co.uk/training-event/lpas-deputyship-financial-assessments-challenges-4/
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September 9, 2024 9:30 am – 1:00 pm(GMT+00:00)
10sepAll Day17Estate Planning Foundation Course
Course / Location: Online / Time: 09:30am – 12:30pm The course will be consolidated across 5 sessions remotely: Tuesday 10th of September Wednesday 11th of September Thursday 12th of September Friday 13th of September Tuesday 17th of September 9:30am
Course / Location: Online / Time: 09:30am – 12:30pm
The course will be consolidated across 5 sessions remotely:
Tuesday 10th of September
Wednesday 11th of September
Thursday 12th of September
Friday 13th of September
Tuesday 17th of September
9:30am to 1:00pm
This course introduces Will Writing and discusses in detail the use of Will-based Trusts. It outlines the use of Discretionary Trusts, Pilot Trusts and Asset Protection Trusts. On completion of this course you can confidently advise, explain and utilise Trusts, enabling you to provide a bespoke Estate Planning service to suit your client’s individual needs.
The course provides a practical introduction to making Lasting Powers of Attorney, identifying the parties involved. Registering Lasting Powers of Attorneys, drafting restrictions and conditions, together with avoiding errors and negligence.
As part of the Training program you will be required to complete practical assignments using a Training version of the Countrywide Legacy Software. Access to this software will be provided to you before the end of Session 1.
Please note the software is only compatible with Windows based machines and will not operate on a Mac.
Full Course Information
Session 1 – Tuesday 10th of September
Commences at 9:30am and finishes at 1:00pm
Session 2 – Wednesday 11th of September
Commences at 9:30am and finishes at 1:00pm
Session 3: Thursday 12th of September
Commences at 9:30am and finishes at 1:00pm
Session 4: Friday 13th of September
Commences at 9:30am and finishes at 1:00pm
– What are the risks?
– How do we identify these?
– Who are we protecting?
– The process for submitting your first case
– The finance sheet
– How the risks are managed
– Electronic Points of sale documents
Session 5: Tuesday 17th of September
Commences at 9:30am and finishes at 1:00pm
https://ctt-group.co.uk/training-event/estate-planning-foundation-course-19/
more
September 10, 2024 – September 17, 2024 (All Day)(GMT+00:00)
10sep12:00 pm1:30 pmLET’S TALK – Gifting and IHT
Clients are keen to make gifts, but consideration needs to be given to the risk of lifetime gifting. Julie Bell and Anthony Nixon will provide a discussion on which gifts
Clients are keen to make gifts, but consideration needs to be given to the risk of lifetime gifting. Julie Bell and Anthony Nixon will provide a discussion on which gifts to make and those that should be avoided whilst also looking at the benefits of charitable gifting in wills, answering your questions and the implications for tax planning.
The 90 minute session will offer a brief update from both speakers with the majority of the time then devoted to questions from delegates. Questions sent in advance are more likely to be answered so please send them to info@estateresearchlearninghub.co.uk
Register Here: https://estateresearchlearninghub.co.uk/upcoming-webinars
more
September 10, 2024 12:00 pm – 1:30 pm(GMT+00:00)
10sep12:30 pm1:30 pmHTML Proof – AI meets law: LEAP’s game-changing technologies
With the use of AI in the legal industry becoming increasingly commonplace, LEAP continues to innovate and empower legal professionals with new AI-driven solutions. In the past six months, LEAP
With the use of AI in the legal industry becoming increasingly commonplace, LEAP continues to innovate and empower legal professionals with new AI-driven solutions. In the past six months, LEAP has achieved numerous milestones with new innovative AI solutions that seamlessly integrate machine learning to deliver intelligent legal software that revolutionises the way law firms operate.
Integrating AI into legal practices does not diminish the role of lawyers, instead ;it enhances their capabilities, and LEAP’s suite of premium AI tools enables lawyers to focus on higher-value tasks that require human judgement and creativity.
By leveraging these powerful integrations, firms can drive their productivity through efficiency gains in document management, automated time recording, and by adopting LawY, your AI legal assistant.
LawY
LawY acts as your firm’s trusted AI legal assistant, addressing your legal questions with instant AI-generated answers that can be verified by experienced practising lawyers across the UK. Ask any legal question to research, review case law and legislation, or summarise information. This is much like asking a more experienced colleague, but complete with linked legal citations.
Matter AI
Cutting-edge AI intelligently analyses your correspondence to provide insights and information from the data you already hold, without you having to search for it yourself. You can use it to find specific data, instantly summarise complex or multiple documents, build an understanding of a matter, or perform more mundane tasks like document comparisons.
LEAP Generator
The LEAP Generator app simplifies the document creation process using Lawy’s trusted legal assistant to provide you with a more efficient and quicker way to generate documents. The app allows you to perform a smart search to locate and help you generate documents from sources such as LawY, previous correspondence, LEAP precedents, custom precedents, and By Lawyers precedents.
AutoTime
Transform how you capture billable time with AutoTime. Once activated, this new feature automatically captures billable activity in the background while you work on a variety of activities within LEAP. This ensures every valuable minute is captured without you having to think, significantly increasing the number of billable hours your firm records.
Register for our exclusive webinar and see how LEAP can empower your firm with AI.
Title: How AI in LEAP is revolutionising law firms
Date: Tuesday 10th September, 12:30
Registration link here
more
September 10, 2024 12:30 pm – 1:30 pm(GMT+00:00)
11sep10:30 am11:30 amFree Webinar: Care funding: supporting clients through a broken system
Event Details Fraser and Fraser are delighted to welcome Hannah Rodgers from Stonegate Legal. Hannah qualified as a solicitor in 2017 and has over 12 years’ experience in private client legal
Event Details
Fraser and Fraser are delighted to welcome Hannah Rodgers from Stonegate Legal. Hannah qualified as a solicitor in 2017 and has over 12 years’ experience in private client legal services specialising in complex contentious and non contentious Court of Protection matters and care funding disputes.
About The Webinar
This webinar is CPD Approved in principle
From her experience in advising both professional and lay attorneys and deputies in navigating our two-tier care system, Hannah will aim to explore some of the common issues and missed opportunities when securing care funding for vulnerable individuals:
Details
Date: Wednesday 11 September 2024
Time: 10:30am
Location: Online
Register here: https://event.webinarjam.com/register/272/oxrqxb76
A little bit about Fraser and Fraser
At Fraser and Fraser, you will find a team of efficient, dedicated and experienced genealogists and probate researchers, who offer the best service for you and your clients. We’ve been supporting the legal professions by tracing missing heirs and beneficiaries to unclaimed estates worldwide, for almost a century.
Services we offer:
– Location of Missing Beneficiaries
– Missing Beneficiary Insurance
– FREE Family Tree Check
– Risk Free Administrator Search Service
– Overseas Bankruptcy Searches
– Medallion Signature Guarantee
– Flexible Fee Options (including time spend and fixed fee)
Get in contact with us today for further information:
Tel: +44 (0) 20 7832 1400
Email: info@fraserandfraser.co.uk
Website: https://www.fraserandfraser.co.uk/
more
September 11, 2024 10:30 am – 11:30 am(GMT+00:00)
12sep12:00 pm1:30 pmSuicide, Forfeiture and Relief
The criminal offence of assisted suicide has myriad implications. This webinar will highlight the legal, ethical, and practical issues of such sensitive and complex cases to help families and their
The criminal offence of assisted suicide has myriad implications. This webinar will highlight the legal, ethical, and practical issues of such sensitive and complex cases to help families and their advisers to understand the forfeiture rule:
Register Here: https://estateresearchlearninghub.co.uk/upcoming-webinars
more
September 12, 2024 12:00 pm – 1:30 pm(GMT+00:00)
Part 1 – Friday 13th OR Monday 16th September – Property and Income Tax Considerations Potential Estate Planning Issues for Clients with Additional or Buy-to-Let Properties: Understanding the complexities and challenges in
Part 1 – Friday 13th OR Monday 16th September – Property and Income Tax Considerations
Exploring trust mechanisms that enable clients to defer capital gains tax when transferring property or other assets.
Friday 13th – ttps://countrywidegroup-co-uk.zoom.us/webinar/register/9017252685826/WN_4G3CAlB9TH6RauIiXk4NcQ
Monday 16th – https://countrywidegroup-co-uk.zoom.us/webinar/register/4717252686053/WN_DCTWnh8mQAy8ghOZcsOltA
more
September 13, 2024 9:00 am – 10:00 am(GMT+00:00)
18sep1:00 pm2:00 pmPreparing for Legal Directories Season
LexRex Communications invites you to start your preparations for Chambers and Partners and The Legal 500 submissions season with our experts. Join legal directories & sector experts to discuss how
LexRex Communications invites you to start your preparations for Chambers and Partners and The Legal 500 submissions season with our experts. Join legal directories & sector experts to discuss how you can get ahead of the competition by planning your legal directories approach early and effectively.
The session will cover:
A live online webinar with managing director, Victoria Moffatt and marketing expert (and former in-house legal marketer), Sarah Wilde.
LexRex: Preparing for Legal Directories Season
Wednesday 18th September
1pm – 2pm
more
September 18, 2024 1:00 pm – 2:00 pm(GMT+00:00)
19sep12:00 pm1:00 pmNHS Continuing Healthcare – what you need to know
This is a must-watch session for Will writers, Private Client advisers and Probate practitioners, who should all have an awareness of the NHS Continuing Healthcare framework and the implications for
This is a must-watch session for Will writers, Private Client advisers and Probate practitioners, who should all have an awareness of the NHS Continuing Healthcare framework and the implications for their clients.
Over the course of this session, Lisa and Michelle will cover:
As the population ages, the need to identify who should pay for long-term care has become vital. All Private Client practitioners should know how to access appropriate funding and executors have a legal duty to maximise the value of an estate. It is also important that Private Client advisers and Will writers are aware of potential entitlement to full financial funding of care costs from the NHS, so you can provide your clients with holistic advice.
Register Here: https://estateresearchlearninghub.co.uk/upcoming-webinars
more
September 19, 2024 12:00 pm – 1:00 pm(GMT+00:00)
24sep12:00 pm1:00 pmConflicts of Interest; the Court of Protection and beyond
In this Expert Webinar, Richard Dew will discuss the recent – and hotly anticipated – decision of Re PW and explain its impact in the Court of Protection and its
In this Expert Webinar, Richard Dew will discuss the recent – and hotly anticipated – decision of Re PW and explain its impact in the Court of Protection and its application beyond, including to executors and trustees.
Register Here: https://estateresearchlearninghub.co.uk/upcoming-webinars
September 24, 2024 12:00 pm – 1:00 pm(GMT+00:00)
24sep12:00 pm4:00 pmWomen in Wills: Regional Lunch Leeds – 24th September
Regional Lunch Leeds – 24th September
September 24, 2024 12:00 pm – 4:00 pm(GMT+00:00)
25sep10:30 am11:30 amFree Webinar: Litigation friends
Fraser and Fraser are delighted to welcome Sarah Bolt who is a Senior Associate in the Wills, Trusts, and Estate Disputes Team at Irwin Mitchell, working from their Bristol office. About
Fraser and Fraser are delighted to welcome Sarah Bolt who is a Senior Associate in the Wills, Trusts, and Estate Disputes Team at Irwin Mitchell, working from their Bristol office.
About this webinar
During this webinar, Sarah will discuss Litigation friends
The webinar will cover:
Details
Date: Wednesday 25 September 2024
Time: 10:30am
Location: Online
Register here: https://event.webinarjam.com/register/309/m2ky2inr
A little bit about Fraser and Fraser
At Fraser and Fraser, you will find a team of efficient, dedicated and experienced genealogists and probate researchers, who offer the best service for you and your clients. We’ve been supporting the legal professions by tracing missing heirs and beneficiaries to unclaimed estates worldwide, for almost a century.
Services we offer:
– Location of Missing Beneficiaries
– Missing Beneficiary Insurance
– FREE Family Tree Check
– Risk Free Administrator Search Service
– Overseas Bankruptcy Searches
– Medallion Signature Guarantee
– Flexible Fee Options (including time spend and fixed fee)
Get in contact with us today for further information:
Tel: +44 (0) 20 7832 1400
Email: info@fraserandfraser.co.uk
Website: https://www.fraserandfraser.co.uk/
more
September 25, 2024 10:30 am – 11:30 am(GMT+00:00)
25sep12:00 pm2:52 pmFree webinar: Trust Administration
Webinar: Trust Administration Wednesday 25 September 12pm Online via GoToWebinar Kings Court Trust Registration (gotowebinar.com) Join our Legal Services Director, Charlotte Toogood, and Technical Expert,
| Webinar: Trust Administration |
| Wednesday 25 September |
| 12pm |
| Online via GoToWebinar |
| Kings Court Trust |
| Join our Legal Services Director, Charlotte Toogood, and Technical Expert, Vicki Keepen, in discussing recent changes to ‘Trust Administration’, find out what this means to Will Writers and anyone else dealing with estate administration.
|
more
September 25, 2024 12:00 pm – 2:52 pm(GMT+00:00)
26sep12:00 pm1:00 pmA TRS Update 2024
Due to the wide scope of the Trust Register (‘TRS’), it catches not only will trusts, and lifetime trusts (e.g. of life policies) but also joint ownership of assets like
Due to the wide scope of the Trust Register (‘TRS’), it catches not only will trusts, and lifetime trusts (e.g. of life policies) but also joint ownership of assets like residential property. During this session Helen Forster will bring you up to date with the latest TRS changes and what it means for your firm.
What You Will Learn
Register Here: https://estateresearchlearninghub.co.uk/upcoming-webinars
more
September 26, 2024 12:00 pm – 1:00 pm(GMT+00:00)
26sep12:00 pm1:00 pmIntestacy and missing beneficiary insurance
Join us on Thursday 26 September at 12pm for our next webinar. Our Technical Manager, Simon Barber will discuss ‘Intestacy and missing beneficiary insurance’, including: ✔️ The rules of intestacy ✔️
Join us on Thursday 26 September at 12pm for our next webinar. Our Technical Manager, Simon Barber will discuss ‘Intestacy and missing beneficiary insurance’, including:
✔️ The rules of intestacy
✔️ Adoptions and blended families
✔️ The risks of DIY enquiries
✔️ Missing beneficiary insurance
➕ And much more
Register your place now: https://attendee.gotowebinar.com/register/6955149257955332192
September 26, 2024 12:00 pm – 1:00 pm(GMT+00:00)
October
01oct12:00 pm1:01 pmFarmers, Landowners and their Wills
In this Expert Webinar, Anthony Nixon will discuss the following: IHT reliefs and diversification Balancing the interests of business and non-business family members Family companies and trusts Register Here: https://estateresearchlearninghub.co.uk/upcoming-webinars
In this Expert Webinar, Anthony Nixon will discuss the following:
Register Here: https://estateresearchlearninghub.co.uk/upcoming-webinars
October 1, 2024 12:00 pm – 1:01 pm(GMT+00:00)
03oct10:30 am12:00 pmDeputyship Surgery
Deputyship Surgery When: 3rd October 2024 | 10:30am – 12:00pm Location: Online via Livestorm Cost: FREE PADSN in association with Finders International, proudly extends the highly popular Deputyship Surgery series, building on the immense
Deputyship Surgery
When: 3rd October 2024 | 10:30am – 12:00pm
Location: Online via Livestorm
Cost: FREE
PADSN in association with Finders International, proudly extends the highly popular Deputyship Surgery series, building on the immense success of 2023. This ongoing series invites both public and private sector deputyship professionals to watch along or join-in on dynamic discussions on key industry topics.
Within these bite-sized, online events, we are committed to providing valuable insights, advice and discussion on all things ‘Deputyship’, delivered alongside our line-up of relevant guest speakers. We will also be giving you the opportunity to have your pressing questions answered by the experts.
We will be announcing the topic and guest expert closer to the event. Sign up now to receive updates.
https://www.publicdeputies.org/e-conferences/deputyship-surgery-3rd-oct-2024/
more
October 3, 2024 10:30 am – 12:00 pm(GMT+00:00)
03oct11:00 am12:00 pmThe Women in Wills Interview Series
Hosted by Arken.legal, on this episode, Pippa Shepherd interviews Sarah Bolt and Tara McInnes on ‘How Sports and Endurance Training can help us at Work’ https://us06web.zoom.us/j/87896977451?pwd=nmFxL2aaBarb0a1oVNPCeJGtUppNLP.1
Hosted by Arken.legal, on this episode, Pippa Shepherd interviews Sarah Bolt and Tara McInnes on ‘How Sports and Endurance Training can help us at Work’
https://us06web.zoom.us/j/87896977451?pwd=nmFxL2aaBarb0a1oVNPCeJGtUppNLP.1
October 3, 2024 11:00 am – 12:00 pm(GMT+00:00)
03oct12:00 pm1:00 pmAdministering an Anglo-French Estate – forewarned is forearmed!
During this Expert Webinar Sally will cover: What do we mean by an Anglo-French estate? Determining the applicable law – EU Succession Regulation & Private International Law rules of England & Wales French
During this Expert Webinar Sally will cover:
Register Here: https://estateresearchlearninghub.co.uk/upcoming-webinars
more
October 3, 2024 12:00 pm – 1:00 pm(GMT+00:00)
04octAll Day07Part 2 – Friday 4th OR Monday 7th October Advanced Options
Part 2 – Friday 4th OR Monday 7th October Advanced Options Family Investment Companies: A deep dive into the role of Family Investment Companies (FICs) in estate planning, including their advantages for
Part 2 – Friday 4th OR Monday 7th October
Advanced Options
Friday 4th – https://countrywidegroup-co-uk.zoom.us/webinar/register/1217253509294/WN__UphqGsxTK2n5RpScXroMw
Monday 7th – https://countrywidegroup-co-uk.zoom.us/webinar/register/7017253509628/WN_tKCDWvYhSruIygVCFg_AJg
more
October 4, 2024 – October 7, 2024 (All Day)(GMT+00:00)
08oct12:00 pm1:00 pmHoliday Home Heaven or Hell?
Many clients dream of owning their own sunlit retreats, however, most of them do not consider the legal complexities surrounding overseas property when it comes to inheritance. In this webinar, Suzanne
Many clients dream of owning their own sunlit retreats, however, most of them do not consider the legal complexities surrounding overseas property when it comes to inheritance.
In this webinar, Suzanne Jaconelli explains the key considerations you should bear in mind when advising clients with overseas property, including a detailed look at the differing laws surrounding succession and inheritance tax and how the combination of the two can lead to unfortunate outcomes for the client. It will also examine how the legal advisor can proactively assist their clients in avoiding these often overlooked pitfalls.
Register Here: https://estateresearchlearninghub.co.uk/upcoming-webinars
more
October 8, 2024 12:00 pm – 1:00 pm(GMT+00:00)
10oct12:00 pm1:00 pmUS Trust and Estate planning – an overview for UK practitioners
In this Expert Webinar, Tobias will share his knowledge and discuss the following points: US Estate Tax – federal and state estate and gift taxes, nationality, UK/US Treaty planning, trusts and IRAs. US
In this Expert Webinar, Tobias will share his knowledge and discuss the following points:
Register Here: https://estateresearchlearninghub.co.uk/upcoming-webinars
more
October 10, 2024 12:00 pm – 1:00 pm(GMT+00:00)
10oct4:30 pm11:30 pmBritish Wills and Probate Awards 2024
The British Wills and Probate Awards returns for the 7th year; hosted again at Kimpton Clocktower Hotel in Manchester on 10th October 2024. Join practitioners from across the wills, tax, trusts,
The British Wills and Probate Awards returns for the 7th year; hosted again at Kimpton Clocktower Hotel in Manchester on 10th October 2024.
Join practitioners from across the wills, tax, trusts, estate planning and probate community in recognising and celebrating this incredible and vibrant sector. Entry opportunities available across 25 categories judged by an independent panel of industry experts Click here to review all categories and criteria.
Why Enter?
Key Dates
Click here to enter The British Wills and Probate Awards 2024
Follow us on socials: #BWAPAwards2024
more
October 10, 2024 4:30 pm – 11:30 pm(GMT+00:00)
Kimpton Clocktower Hotel, Manchester
Oxford Street, Manchester M60 7HA
15oct12:00 pm1:00 pmInheritance (Provision for Family & Dependants) Act 1975 claims
Inheritance Act 1975 claims can be both expensive and time consuming to deal with. In this webinar, Julie Bell will look at the current view of the courts towards claims, including
Inheritance Act 1975 claims can be both expensive and time consuming to deal with.
In this webinar, Julie Bell will look at the current view of the courts towards claims, including the cost risk to the parties, and what, if anything, can be done to prevent claims.
Register Here: https://estateresearchlearninghub.co.uk/upcoming-webinars
October 15, 2024 12:00 pm – 1:00 pm(GMT+00:00)
17oct12:00 pm1:00 pmLET’S TALK Contentious Private Client & Court of Protection – when not to worry!
Heledd Wyn & John Tunnard will answer your questions about Private Client cases that become contentious – whether that is warring beneficiaries or those acting on behalf of those who
Heledd Wyn & John Tunnard will answer your questions about Private Client cases that become contentious – whether that is warring beneficiaries or those acting on behalf of those who are vulnerable.
There is a great deal of ‘grey’ in the law and Heledd & John will seek to unravel difficult scenarios that you might come across.
The 90 minute session will offer a brief update from both speakers with the majority of the time then devoted to questions from delegates. Questions sent in advance are more likely to be answered so please send them to info@estateresearchlearninghub.co.uk
Register Here: https://estateresearchlearninghub.co.uk/upcoming-webinars
more
October 17, 2024 12:00 pm – 1:00 pm(GMT+00:00)
28octAll Day29Join Exizent at the Scots Law Conference Series
Are you looking to deepen your knowledge on a range of practical topics, from lifetime planning post-election and dealing with digital assets to resolving legal rights disputes and understanding the
Are you looking to deepen your knowledge on a range of practical topics, from lifetime planning post-election and dealing with digital assets to resolving legal rights disputes and understanding the impact of recent legislation on trusts?
Join over 60 experts and meet fellow professionals from the Scottish legal industry at the Scots Law Conference Series. The Private Client Conference will take place on the 28th October and the Conveyancing Conference on the 29th October 2024 at the iconic Murrayfield Stadium in Edinburgh. Designed for legal practitioners seeking up-to-date, specialised knowledge of the ever-evolving legal landscape in Scotland, this event is the pinnacle of training and networking events within the Scottish legal calendar and counts towards six hours of CPD.
Visit Exizent’s stand
Exizent is delighted to be a featured exhibitor for the very first time at this event. This milestone marks an important step in our commitment to connecting with the legal sector. Exizent is the industry platform for professionals involved with managing the bereavement process.
Visit our stand to discover how our cloud-based software, specifically designed for executry legal and tax professionals in the UK can transform your practice. Meet our team at the event and learn more about our platform that streamlines processes, enhances efficiency and ensures compliance with the latest legal standards.
Secure your spot today!
Don’t miss this opportunity to expand your expertise and network with industry leaders. Secure your spot today to ensure that you are up to date and in the best position to assist your clients.
more
October 28, 2024 – October 29, 2024 (All Day)(GMT+00:00)
29oct12:00 pm1:00 pmEconomic Crime – It’s not just AML anymore
The Government has widened its lens when looking at the financial crimes in the UK. Whilst preventing money laundering and terrorist financing are still very important, sanctions, fraud and tax
The Government has widened its lens when looking at the financial crimes in the UK. Whilst preventing money laundering and terrorist financing are still very important, sanctions, fraud and tax evasion are in keen focus and lawyers are expected to be alert to these issues too.
In this session, Amy Bell, founder of Teal Compliance and chair of The Law Society’s Economic Crime Task Force, will look at:
Register Here: https://estateresearchlearninghub.co.uk/upcoming-webinars
more
October 29, 2024 12:00 pm – 1:00 pm(GMT+00:00)
31oct12:00 pm1:00 pmHalloween Special 2024 – Horror Stories from Estate Administration
Following the huge success of our Halloween special in 2023, genealogist Dominic Hendry returns with Horror Stories 2024. Dominic will retell some of his scariest estate administration horror stories from
Following the huge success of our Halloween special in 2023, genealogist Dominic Hendry returns with Horror Stories 2024. Dominic will retell some of his scariest estate administration horror stories from the last 12 months, advising practitioners on how they can avoid the same mistakes. Through examples and case studies, practitioners will learn common misconceptions and errors within estate distribution which in turn will help them minimise or eliminate risks in testate and intestate estates.
Register Here: https://estateresearchlearninghub.co.uk/upcoming-webinars
more
October 31, 2024 12:00 pm – 1:00 pm(GMT+00:00)
November
07nov12:00 pm4:00 pmWomen in Wills: Regional Lunch – Cardiff
7th November (12-4pm: Regional Lunch – Cardiff
Regional Lunch Cardiff – 7th NovemberWith support from our sponsors: Arken, Estatesearch and Exizent
7th November (12-4pm: Regional Lunch – Cardiff
https://womeninwills.co.uk/event/071124/
With support from our sponsors: Arken, Estatesearch and Exizent
November 7, 2024 12:00 pm – 4:00 pm(GMT+00:00)
December
18dec10:30 am11:30 amFree Webinar: Review of 2024 and looking forward to 2025 and beyond
Event Details Fraser and Fraser are delighted to welcome Sarah Bolt who is a Senior Associate in the Wills, Trusts, and Estate Disputes Team at Irwin Mitchell, working from their
Event Details
Fraser and Fraser are delighted to welcome Sarah Bolt who is a Senior Associate in the Wills, Trusts, and Estate Disputes Team at Irwin Mitchell, working from their Bristol office.
About this webinar
During this webinar, Sarah will cover a Review of 2024 and looking forward to 2025 and beyond
The webinar will explore:
Details
Date: Wednesday 18 December 2024
Time: 10:30am
Location: Online
Register here: https://event.webinarjam.com/register/310/6k3qkhp6
A little bit about Fraser and Fraser
At Fraser and Fraser, you will find a team of efficient, dedicated and experienced genealogists and probate researchers, who offer the best service for you and your clients. We’ve been supporting the legal professions by tracing missing heirs and beneficiaries to unclaimed estates worldwide, for almost a century.
Services we offer:
– Location of Missing Beneficiaries
– Missing Beneficiary Insurance
– FREE Family Tree Check
– Risk Free Administrator Search Service
– Overseas Bankruptcy Searches
– Medallion Signature Guarantee
– Flexible Fee Options (including time spend and fixed fee)
Get in contact with us today for further information:
Tel: +44 (0) 20 7832 1400
Email: info@fraserandfraser.co.uk
Website: https://www.fraserandfraser.co.uk/
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December 18, 2024 10:30 am – 11:30 am(GMT+00:00)
January
No Events
February
As we stand at the crossroads of unprecedented technological advancements, shifting societal values and complex global challenges, STEP Global Congress gathers thought leaders, industry experts, policymakers and innovators to engage
As we stand at the crossroads of unprecedented technological advancements, shifting societal values and complex global challenges, STEP Global Congress gathers thought leaders, industry experts, policymakers and innovators to engage in a dynamic dialogue about the critical issues shaping our industry.
The 2025 Congress will take place in the beautiful and historic city of Rome, Italy, at the renowned Rome Cavalieri Hotel. Perched on a hilltop with breath-taking views over the city, this prestigious hotel is celebrated for its luxurious accommodations, exceptional service and extensive private art collection.
Our wide-ranging and thought-provoking programme will delve into a broad range of topics, including:
Congress will address the challenges and opportunities presented by the next generation of wealth holders; the fight against economic crime; and the debate over implementing a global wealth tax, offering diverse perspectives on potential impact and feasibility.
Our theme, ‘Tomorrow’s wealth – reshaping the conversation’, underscores the need for a proactive and forward-thinking approach. It is not only about adapting to change but leading it.
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February 25, 2025 9:00 am – February 26, 2025 5:00 pm(GMT+02:00)
March
No Events
April
No Events
May
No Events
June
No Events
July
No Events
August
No Events
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Today’s Wills & Probate was launched in October 2014 with the intention of informing will writers, probate practitioners and estate planners about the changes that are happening in their market. It is now one of the leading sources of information for wills and probate professionals in England and Wales.
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