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Gilbert Stephens, Exeter - Trust Administrator

Posted by on 25th January 2021 in Private Client Probate, Wills, Trusts & Charities |
  Private Client – Trust Administrator Exeter Office   Trust Administrator required to join the Firm’s well-established Private Client Department to be responsible for the management and development of the firm’s existing portfolio of Trusts, and the provision of our other Private Client services (including estate and capital tax planning, estate administration and the administration of financial affairs under Lasting Powers of Attorney and Deputy orders) to trustees and beneficiaries.   A proficient and friendly disposition is essential with the ability to work well as part of a team and the aptitude to use initiative where appropriate.  Previ...

President's Review

Posted by on 8th March 2018 in March 2018 |
As I write this, my last review, I am also reflecting on my year in preparation for my report for the AGM.  It has been a busy, stimulating and enriching year which has literally flown by! After a relatively quiet start to the year in terms of engagements, February was pretty full on and March looks set to continue that trend.   I attended a very enjoyable lunch with many Past Presidents of the Society at which consideration was given to the nomination of our next Deputy Vice President.  This is the day on which I can take a deep breath and hand over to our next President at the AGM in April.  I was recently asked what I would do with my “spare” time w...

Who owns this thing, anyway? by Trevor Hellawell

Posted by on 6th March 2020 in March 2020 |
New AML Regulations and the pursuit of the beneficial owner.   Introduction   The new Money Laundering & Terrorist Finance (Amendment) Regulations 2019 which came into force on 10 January have modified a number of aspects of the 2017 AML Regulations, with which we have been complying for some time. However, many firms’ procedures hark back to the earlier days of the 2007 Regulations and have not been modified or updated much over recent years.   This article seeks to set out what the new Regulations in fact require, and the steps we should be taking in relevant cases.   The Policy   It has been true for some time that the ultimate aim of all...

President's Review - Stephen Mahoney

Posted by on 31st August 2018 in September 2018 |
Picking up where I left off in my report for the July newsletter, I was part of the DASLS rounders team which took on the Junior Lawyers’ Division which was bolstered by members of the Chartered Institute of Legal Executives.  On a perfect mid-July evening, dry, sunny and pleasantly breezy, JLD/CILEX won by a margin of 10 points to square the series at 2-2.  The rounders was good fun and is one regular social event we currently hold with JLD.  I am hoping we can arrange more joint social events.   Rounders Teams Rounders in action  at the Double Locks   Over supper at the Double Locks pub afterwards, I chatte...

Exeter Legal Walk on 20 June 2019

Posted by on 1st July 2019 in July 2019 |
Exeter Legal Walk 2019! – Worth the Wait!   On the 20th June 2019 the South West Legal Support Trust hosted their annual Exeter Legal Walk.   This year, around 60 participants showed their support by taking part in this fundraising event. Unfortunately due to horrid weather conditions the walk had to be postponed for a week but it was well worth the wait. The proceeds of this fundraiser go a long way towards helping the vulnerable gain access to justice.   I was delighted to have been asked to be of one of the lead Walkers for the Exeter Legal Walk to help promote awareness of the SWLST and to raise money for local advice services. It was a really fun...

Peter Peter & Wright, Bideford - Private Client Solicitor

Posted by on 18th January 2021 in Private Client Probate, Wills, Trusts & Charities |
Bideford - Private Client Solicitor Due to retirement Peter Peter & Wright have a vacancy in their Bideford office for a private client solicitor to be part of a small team dealing with Wills and Probate, Powers of Attorney, Court of Protection and the creation of Trusts. The primary role of the successful candidate will be the making of Wills with related tax planning, some life time trust creation, LPAs, dealing with the administration of the more complex estates and providing general support for other members of the team. The firm has a broad range of clients and good communication skills are a necessity. Clients include those in business and agricult...
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