Advisers often struggle to convey the true value of estate planning when clients see it as nothing more than writing a Will. ScoreMy solves this challenge by providing a simple process that highlights gaps in existing plans, sparks deeper client conversations, and quantifies the value of professional advice. The result is stronger relationships, recurring revenue, and a clear competitive edge in the estate planning market.
Legal advisors can strengthen client relationships by exploring legacy giving. This article from Remember A Charity highlights key moments like; estate planning, life events, or financial reviews, when values-based conversations can have lasting impact.
With more people thinking about leaving money to charity in their Wills, our trusted legal partner Remember A Charity shares simple ways to start the legacy giving conversation to help clients make a lasting impact while also easing their Inheritance Tax burden.
New research from Remember A Charity reveals a growing trend in legacy giving, with more people considering gifts in wills.
Christina Taylor of Oakwood Solicitors discusses that probate disputes have surged 17%, hitting a five-year high with over 51,000 contested estates. The rise highlights the growing risk of inheritance battles—especially when no valid will is in place.
Lucinda Frostick of Remember A Charity explores why structuring charitable gifts in Wills as a percentage, rather than a fixed sum, can offer clients greater flexibility, protect against inflation and maximise tax benefits.
The team at The Solicitors’ Charity is calling on solicitors from all corners of the profession to lace up their walking shoes and join them to walk, jog, or run 10 km in support of the London Legal Support Trust.
This article from our legal partner Blanchard’s looks at the role of an heir hunter when assisting solicitors in the probate process of an unclaimed estate.
Waiting times for the application of probate have been slashed by more than half, with processing being reduced to half the level compared to six months ago. This improvement has been credited by the Ministry of Justice to government intervention to reduce the backlog of cases caused by the COVID-19 pandemic. Fresh figures from HM […]
2024 proved to be another successful and interesting year for our legal supplier Blanchards. With the growth of the team and their appearance on Channel 4s Key To A Fortune, they have reached new levels of prosperity. In this lookback of their work in 2024 Callum Emmerson discusses the surprises they have come across.
Learn how to accurately value an estate for probate in the UK with Blanchards step-by-step guide. In this article from Callum Emmerson you will understand the importance of estate valuation for inheritance tax, grant of probate, and fair distribution to beneficiaries.
In this article, Callum Emmerson of Blachards comments upon the UK rise in abandoned properties. This piece discusses the factors behind this increase including; economic shifts, legal issues, and overseas investments. Emmerson also talks of possible solutions.
Genealogy has gained significant popularity in the UK with many individuals choosing to explore their ancestry as a hobby. But there is a clear distinction between a hobbyist and a professional that offers their genealogist services to the legal sector. This article from Blanchards Inheritance outlines the key differences.
Cohabiting couples in the UK face risks due to misconceptions about inheritance laws. Research shows 68% of couples don’t realize that without a Will, they have no automatic right to inherit their partner’s estate, even after years together or with children. Peter de Vena Franks discusses how solicitors can address this by joining the Will Aid campaign, which runs in November.
Probate genealogy is a specialized field focused on locating heirs when someone dies intestate (without a will), often misunderstood despite its significance. In this article Callum Emmerson of Blanchards Inheritance debunks some of those common myths for us.
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