When considering what goes into an estate plan, some of the first things that often come to mind are who will inherit property, who may care for a dependent child or what should happen with Read More
We are pleased to welcome Mitra Mann, Senior Associate, Tracy Ashby, Partner and Danielle Pawson, Associate at Wright Hassall who will be presenting our upcoming Certainty Expert Webinar on Tuesday 23rd November at 12.00pm, titled ‘Read More
Video Will Witnessing: What happens next?
The Law Society of England and Wales has launched a survey to inform its response to future consultations on extending the witnessing of wills via video beyond the end of January 2022. In July 2020 the Ministry Read More
Two and a half weeks on from the highly successful British Wills and Probate Awards, sponsored by Executor Solutions there is still a warm afterglow around the event. Social media is awash with certificates and Read More
The results from a survey of 2,000 people has found that Inheritance Tax is the UK’s most hated tax. 1 in 4 respondents said that they felt it to be the most hated tax, despite just 4% of Read More
A recent spike in contentious probate disputes is costing families their inheritance. According to research conducted by the private wealth law firm Boodle Hatfield, the number of contentious probate and Will challenge cases in the Read More
HMRC announces update to return of estate information process (IHT205)
Due to measures put in place to help stop the spread of Covid-19 HMRC has changed the way they deal with Inheritance Tax returns. If a person died on or after 6 April 2011 and the estate Read More
As a legacy professional who previously worked as a private client solicitor, I read with interest the recent articles about how best to approach the inclusion of a gift to a charity within a client’Read More
What is MBI? Missing Beneficiary Indemnity Insurance (MBI) offers Personal Representatives (PR’s) protection from unexpected claims against them for a share of an estate following distribution. Claims could be made by untraced known beneficiaries, Read More
In the 4th article of our ‘product in focus’ series, we look at the Experian Unclaimed Asset Register (UAR), and why we include it in our Financial Profile Premium Service. Experian cites the most common Read More
We’re pleased to announce the addition of two new team members to Tower Street Finance. This week we’ve welcomed Anya Carter our new customer support manager and Nick Lacey who will cover the Read More
The Financial Conduct Authority have released figures which show that access to bank branches is decreasing, with 267 branch closures between April and June 2021. The impact on consumers means that 60.1% of the population is within 2km Read More
On sale across the weekend are number of exceptional vehicles, offered at ‘No Reserve’, meaning lots will sell with no restrictions – with the highest bidder securing the car. Simply, the highest bid wins. Finished in Read More
Within charities, legacy officers are aware that we can be seen to be ‘difficult’ beneficiaries. My view is that this is almost always down to poor communication on both sides, and I also firmly believe Read More
Changes to the law due to come into effect in January are set to transport the world of wills and probate back in time to 1837. No, not 1987; all the way back to 1837. Let me explain. Read More
A London estate agent has blamed the low take up of wills solicitor staff shortages and the covid pandemic for the current “creakingly” slow probate process. Talking to the industry magazine, The Negotiator, Nina Harrison Read More
WillSuite have held over 25 events since the start of lock-down 1.0 and these have been incredibly well attended. As a result, we have launched a dedicated events page on the WillSuite website which you can access Read More
The Law Society president I. Stephanie Boyce has backed the Solicitors Regulation Authority’s (SRA) 2021-2022 business plan and budget, and reiterated the joint key priorities for the Law Society which include anti-money laundering (AML), Read More
A recent court ruling saw the claimant of a contentious probate case being able to recoup the success fee uplift which was part of the ‘no win no fee’ arrangement she had with her solicitor. Read More
Legacy Foresight have compiled their latest Legacy Market Briefing 2021 to the sector following the latest benchmarking and analysis of legacy giving in the UK via their Legacy Monitor Consortium. The report shares top-line findings and Read More