Private Client


Wills firm justified in sacking employee who left client sweary message

4 September 2020

A will-writing business was entitled to fire a member of staff who accidentally left a message on a potential client’s voicemail about getting drunk and littered with swear words, a tribunal has ruled.


Will-writing entrepreneur obtains “first digital LPA”

25 August 2020

The founder of will-writing software firm WillSuite has obtained what he believes is the first ever digital lasting power of attorney. He said the process took five months.


MPs urge action on lawyers who facilitate “aggressive tax avoidance”

11 August 2020

The lawyers and others who devise and market ineffective tax avoidance schemes are often breaking the law and a few legislative tweaks will make it easier to prosecute them, MPs have claimed.


Accountancy body withdraws from legal services regulation

10 August 2020

The Association of Chartered Certified Accountants has decided to withdraw from legal services regulation and contract it out to CILEx Regulation, in the first move of its kind.


Government set to mandate online probate applications

10 August 2020

Solicitor and other probate practitioners will have to apply online for grants of probate or letters of administration, under government proposals published today.


Introducing the summer 2020 edition of Entitlement from Title Research

27 July 2020

The summer 2020 edition of Entitlement, Title Research’s quarterly news digest, is now available for legal professionals to download completely free of charge.


MoJ to allow and backdate remote will witnessing

27 July 2020

The government is to legalise the remote witnessing of wills for two years, backdating the change to 31 January this year to reassure those who have already done it during the pandemic.


CILEx calls for permanent power of attorney change

10 July 2020

The Chartered Institute of Legal Executives has called for a permanent law change after the Land Registry began accepting copies of lasting powers of attorney certified by CILEx lawyers.


Farewill raises £20m to fuel exponential growth

8 July 2020

Online will-writer Farewill has raised £20m as it targets a major expansion in revenue, staff numbers and new services, including powers of attorney.


Why the rise in contentious probate cases is set to continue

6 July 2020

There is no doubt that contentious probate work is growing. We do not like paying more than a couple of hundred pounds for a will, but then are seemingly happy to spend thousands taking our relatives to court, and the two do not sit happily together.

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Blog


Regulate sole practices on evidence, not turnover

For a sole practice, the SRA’s plan that I cannot hold a compliance role if my firm has more than £600,000 of turnover is not a measure of risk. It is a ceiling on growth.


Is Google becoming pay-to-play for law firms?

For years, law firms have been told that SEO is the long-term alternative to paying for every click. That principle hasn’t disappeared but search results have changed significantly.


Material information and the case for intelligent client onboarding

Upfront information means work traditionally undertaken after an offer is accepted will need to happen earlier. And that fundamentally changes the role of client onboarding.


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