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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...
 

MILFORD & DORMOR - PRIVATE CLIENT LAWYERS REQUIRED CHARD & SEATON

Posted by on 22nd January 2021 in Private Client Probate, Wills, Trusts & Charities |
offices in Devon & Somerset   Care about what you do and want a new challenge? Vacancies due to retirements.   Work involves probate, Wills, trusts, powers of attorney & some Court of Protection, also private client care. Get in touch with us for an interview.   We will know if you are right for us - you will know if we are right for you.   Apply with CV to b.bennett@milfordanddormor.co.uk (Reference:  BN)....
 

Here today, gone tomorrow? by Sponsor Aon

Posted by on 1st November 2017 in November 2017 |
Here today, gone tomorrow? By Sponsor Aon       Some smaller firms still hold the mistaken belief that business continuity is only relevant when you die. Of course, if you have no succession plan in place, then dying will pose a serious business continuity issue for whoever you have lined up to handle your affairs but the vast majority of business continuity risks don’t involve death.   Business continuity is defined in ISO 22301.2012 as the “capability of a business to continue delivery of its services at acceptable predefined levels following a disruptive incident”. The standard is very comprehensive. After all, the standard is recognised in al...
 

Best practice at the end of the retainer

Posted by on 4th July 2018 in July 2018 |
...ghteen.  Wills speaks from death, so time only starts to run when the testator dies.  The Will file should not be destroyed until after the Will has been admitted to probate.    The Latent Damage Act provides a long-stop limitation period of fifteen years for those cases where the client was unaware of the circumstances that might give rise to a cause of action, although the client only has three years from the date of discovery up to the maximum of 15 years.  If you have the luxury of unlimited space, then keep files for fifteen years but there are very few claims that come in at or near fifteen years.  The Law Society and SRA do not issue definitive gu...
 

Advertorial from

Posted by on 2nd May 2019 in May 2019 |
...  With spring in the air, it’s a little easier to look after an unoccupied property on behalf of a client than it can be in the winter months.   At Unoccupied Direct, we’ve tailored our Unoccupied Home Insurance for the Wills and probate sector, to enable solicitors and their clients to adequately protect an empty property during the process.   For this reason, we have included a wide range of specialist covers that our experience has taught us are needed to protect unoccupied properties. For instance, our Unoccupied Home Insurance includes cover for malicious damage to the property, theft, flood, subsidence and storm, plus a whole lot more.   W...
 

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...
 
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