Today's Wills & Probate Podcast
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.
Episodes
52 episodes
Shared experience; insight and best practice in estate administration
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...
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Season 3
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Episode 20
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37:04
Case Review: The Lessons of Leonard v Leonard
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 conce...
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Season 3
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Episode 19
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29:37
QualitySolicitors - The next chapter
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 - s...
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Season 3
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Episode 18
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26:23
Free and low cost will schemes - good or bad?
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 an...
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Season 3
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Episode 17
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25:46
Don't forget about attendance allowance
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 ha...
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Season 3
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Episode 16
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21:11
The launch of the National Association of Independent Administrators
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 administrat...
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Season 3
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Episode 15
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21:38
Wills in North America vs England & Wales
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 Ottaw...
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Season 3
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Episode 14
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32:08
AML and sanctions data collection - What you need to know
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) t...
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Season 3
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Episode 13
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36:38
Normalising charity legacies and leaving gifts in wills
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...
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Season 3
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Episode 12
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28:52
Understanding the cost of legacy fundraising
Ashley Rowthorn, CEO and Kath Horsley, Senior Consultant at Legacy Futures join the Today's Wills and Probate podcast to discuss their latest piece of research on the investment charities make in their marketing.The Legacy Marketing Ben...
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Season 3
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Episode 11
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32:08
Regulation, collaboration and the response to the CMA Guidance
Regulation, collaboration and the response to the Competition and Markets Authority review of will writing services all form part of the latest Today's Wills and Probate Podcast. Host David Opie is joined by Antony Brinkman; CEO of the Willwrit...
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Season 3
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Episode 10
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30:57
The five most expensive words in the English language
The five most expensive words in the English language - "it's a matter of principle." Because principles cost money. And this increasingly plays out across contentious private client matters, in inheritance and probate disputes. joining...
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Season 3
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Episode 9
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24:12
The Great Wealth Transfer
People who were born between 1946 and 1964, the so called Baby Boomer Generation, is a cohort of 16.8 million people; and due to favourable financial conditions in that time are the wealthiest generation in human history, holding somewhere in t...
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Season 3
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Episode 8
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26:20
Mental Health Awareness Week 2024 Special
In this specially recorded podcast, the Today's Wills and Probate podcast joins forces with its sister podcasts from the Today's Conveyancer and Today's Family Lawyer online news publications to discuss the topic of mental health and wellbeing ...
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Season 3
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Episode 7
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50:14
Using technology to help manage digital assets
Dylan O'Brien, the founder of BePrepared, joins the latest Today's Wills and Probate podcast to discuss his take on the increasingly challenging issue of managing digital assets in estate planning, and what role technology has to play in suppor...
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Season 3
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Episode 6
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28:19
We're all human, we all make mistakes
Joining the latest Today's Wills and Probate Podcast is Dan Temple, an expert in acknowledging and understanding the human impact of working, and managing employees and businesses. The discussion centres on creating effective and high performin...
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Season 3
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Episode 5
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25:55
Navigating the ups and downs of running a will writing business
The Today's Wills and Probate Podcast welcomes Andrew Buchan, Managing Director of James McKenzie Wills, to discuss the ups and downs of running an estate planning business.Andrew has been with the business for 14 years and has seen the...
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Season 3
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Episode 4
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25:09
Law firms and leadership - the skill of profitable delegation
The Today's Wills and Probate podcast welcome Dan Warburton on to discuss the topic of leadership. Dan works with law firms leaders and partners to elevate their leadership skills to enable them empower staff to be more efficient and effective....
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Season 3
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Episode 3
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34:18
The importance of performance management over appraisals
Hamza Hafesji, Group Product Manager at Advanced Legal, joins the latest Today's Wills and Probate podcast to discuss the importance of implementing a culture of performance management in a business. For years the only time most em...
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Season 3
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Episode 2
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29:28
What clients want...
The first Today's Wills and Probate podcast on 2024, and the start of series 3, explores the perennial question on the minds and lips of most businesses... what do clients really want?A report from Law Firm Marketing Club does just that...
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Season 3
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Episode 1
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31:45
Executry & confirmation; the differences between probate in Scotland, England & Wales
"Two nations divided by a common language" is a phrase often connected to the relationship between the UK and the USA; but it could be just as easily applied to England and Scotland at times, especially when it comes to legal matters like the...
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Season 2
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Episode 20
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25:20
The importance of faith in my legal career
Recorded in the week before the British Wills and Probate Awards 2023, this latest podcast explores the role faith plays in Yasmin Hoque's legal career. A practicing Muslim, Yasmin explores the way her faith has shaped her career to date firstl...
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Season 2
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Episode 19
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33:11
The Perfect Lawyer
The latest Today's Wills and Probate podcast welcomes Simon McCrum to discuss the contents of his latest book "The Perfect Lawyer" with host David Opie.There isn't much Simon McCrum doesn't know about running a law firm having been ther...
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Season 2
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Episode 18
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31:03
Probate; the "old school" way...
The latest Today's Wills and Probate podcast welcomes Laurelo on to talk about the current challenges facing probate practitioners. Michael speaks with host David about the origins of the business and his ambitions to support those goin...
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Season 2
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Episode 17
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23:10
Sharpening the "blunt stick" of regulation
In this edition of the Today's Wills and Probate podcast host David Opie speaks with Professional Standards Board member Nick Ash about plans to beef up their oversight of Society of Will Writers members. Ahead of the Society of Will Wr...
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Season 2
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Episode 17
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28:24