Today's Wills & Probate Podcast

Nov 14 2024 53 ep. 28 mins 4
Today's Wills & Probate Podcast artwork

The Today's Wills & Probate Podcast will speak to some of the industry's most influential people and those at the forefront of innovation. Listeners will have the opportunity to pick up key business insights, gain valuable knowledge and ask questions to guests. 

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Probate administration; better or worse?

Nov 14 2024 32 mins  
What is the current sentiment across the profession around wills, probate, client experience, speed of administration, attitude toward financial services... that is the topic of the latest Today's Wills and Probate which delves into the recently published "Bereavement Index"; an annual report tracking the key issues facing individuals and firms dealing with the administration of de

Shared experience; insight and best practice in estate administration

Oct 31 2024 37 mins  
Legal Services Director at Kings Court Trust Charlotte Toogood joins the latest Today's Wills and Probate podcast to impart her experience of working in estate administration over the last 16 years. With contentious probate on the rise Charlotte shares her thoughts on what we can do as practitioners, and how we can better advise families to either avoid disputes, or deal with them

Case Review: The Lessons of Leonard v Leonard

Oct 24 2024 29 mins  
Today's Wills and Probate Host David Opie is joined by Birketts' Head of the Private Wealth Dispute Team Bernadette Baker and Partner in the team Kate Harris to discuss the case of Leonard v Leonard; a convoluted and disputed probate case concerning the estate of Jack Leonard and the validity of two separate Wills. Bernadette leads with a comprehensive outline of the case, includin

QualitySolicitors - The next chapter

Oct 17 2024 26 mins  
As one of the disruptors in the wake of the Legal Services Act 2007 QualitySolicitors (QS) was launched in 2009 with the ambition to help the high street fight back against the anticipated onslaught of major brands entering the legal market - so-called 'Tesco Law.'QS grew rapidly, with firms up and down the country adopting the familiar black and pink branding, adding the name "Qua

Free and low cost will schemes - good or bad?

Oct 10 2024 25 mins  
Free and low cost will schemes are an established part of the wills and probate sector, providing charities with valuable legacy income streams, and practitioners with their largest source of lead generation. The latest Today's Wills and Probate Podcast welcomes Richard Millar of Capacity Marketing on to discuss the value of free and low cost will networks. Capacity Marketing is pr

Don't forget about attendance allowance

Oct 03 2024 21 mins  
Dean Morgan is the Managing Director of a franchise of Grey Matters Consultancy; a business founded with the aim of meeting the needs of those in retirement at the point they need additional assistance, and for offering guidance to those who have the responsibility for their care. Dean is himself a franchisee based in Cardiff with a background in social care and through Grey Matter

The launch of the National Association of Independent Administrators

Sep 26 2024 21 mins  
Helen Stewart, Partner and Head of Probate at Thomson, Snell & Passmore joins the latest Today's Wills and Probate Podcast to discuss the launch of a new association to support collaboration and best practice amongst independent administrators (IAs) and estates in conflict. The National Association of Independent Administrators (NAIA) brings together contentious and non-content

Wills in North America vs England & Wales

Sep 19 2024 32 mins  
Tim Hewson joins the Today's Wills and Probate podcast to discuss LegalWills - his Canadian-based technology company providing will writing and estate planning services in Canada and North America. The business started in a bar in Ottawa where Tim and his colleagues were discussing whether any of them, all successful tech high-flyers, had a will or had considered any form of later

AML and sanctions data collection - What you need to know

Sep 05 2024 36 mins  
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

Aug 08 2024 28 mins  
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 Head of Legacies at Princess Ali