Topical Talks with Title Research: Recent Episodes
Topical Talks with Title Research
Topical Talks with Title Research is a podcast for legal professionals working in the probate sector. In each episode, Title Research speaks to a highly regarded individual from the industry. They discuss their specialism in detail and look at current topics of interest within the sector. Upcoming topics will include insurance within the probate sector, Spanish vs English probate law, mental capacity law and contentious probate. news@titleresearch.com
We're pleased to welcome back Michael Culver of Culver Law to the Topical Talks with Title Research podcast. Title Research's Head of Business, Anthony Allsopp, and Technical Manager, Simon Barber, join Michael to discuss predictions for the legal industry. More specifically, Michael shares how the industry has recently developed, his predictions for changes in the legal sector over the coming years, and the risks and challenges that the industry may face in the future.
In this podcast, Title Research is joined by Sarah Bolt, Managing Associate in the Private Client Resolution Team at Freeths LLP, and Natasha Dzameh, a St John's Chambers Barrister, to discuss claims for reasonable financial provision. The episode covers what reasonable financial provision is and who can make a claim, mediation and the likelihood of a case reaching court, practical steps for Private Client Practitioners to avoid clients' Wills being challenged, recent case updates, and more.
In this podcast, Title Research is joined by expert guest Michael Culver, Managing Director of Culver Law and Chairman of Solicitors for the Elderly (SFE). The episode covers professional memberships and Michael's role at SFE, including:
- The principal aims and objectives of SFE
- What the role of Chairman at SFE entails
- The pros and cons of professional memberships
- The differing roles of regulatory vs non-regulatory bodies
As mentioned in the podcast, the SFE National Conference 2023 is taking place on 22nd June 2023. If you would like to find out more or book a ticket, please visit https://sfe.legal/NationalConference.
Roy Partington, Underwriting Director at CLS Property Insight, joins Title Research's Technical Manager Simon Barber to discuss:
- Where insurance can support Solicitors during the estate administration process
- The sentiment of genealogical research and insurance in the Private Client sector
- The pitfalls of amateur genealogists and insurance providers
- Examples of insurance protecting Personal Representatives and Solicitors
- And more...
Sarah Bolt, Managing Associate in the Private Client Resolution Team at Freeths LLP, and Natasha Dzameh, a St John's Chambers Barrister, join Title Research to discuss:
- Will dispute trends and why they continue to grow
- COVID-19's impact on Will and inheritance disputes
- Practical steps for Private Client Practitioners
Sarah Bolt, Managing Associate in the Private Client Resolution team at Freeths LLP, and Natasha Dzameh, a Barrister from St John's Chambers, join Title Research to discuss ways in which a Will can be contested, practical steps to minimise the risk of challenges arising in the future, and how to avoid common mistakes made in the probate process.
Caroline Miller of Wedlake Bell LLP joins Anthony Allsopp, Head of Business at Title Research, to explore the topic of claims against estates. As well as discussing testamentary freedom and an example intestacy case, they cover:
- Who can bring a claim against an estate?
- How the Inheritance Act 1975 could be used to make a claim
- How a claim against an estate can be avoided/defended
- The importance of practitioners encouraging openness with their clients
Nigel Merchant, Technical Manager at Kings Court Trust, joins Anthony Allsopp, Head of Business at Title Research, to explore a few of the biggest industry news stories from 2021. They discuss technology and innovation in the legal sector, video Will witnessing, and improvements to MyHMCTS for probate practitioners.
Tom Stansfield joins Anthony Allsopp, Head of Business at Title Research, to discuss the legal sector's adoption of technology, online Will writing and digital assets in Wills. More specifically, the podcast discusses and debates how the legal industry utilises technology, the impact of the COVID-19 pandemic, the evolution of online Will writing, what legal professionals should consider when dealing with digital assets, and more.
Tower Street Finance's Business Development Director, Dicky Davies, joins Anthony Allsopp, Head of Business at Title Research, to discuss how blended families, co-habiting couples and DIY Wills could all be contributing to the rise in inheritance disputes.
More specifically, the podcast explores why inheritance disputes continue to rise, Tower Street Finance's research in this area, what can be done to educate the public, plus more.
Title Research's Head of Business, Anthony Allsopp, and Technical Manager, Simon Barber, discuss one of our own areas of expertise, probate genealogy.
The podcast explores how family tree reconstruction and people tracing has changed, the impact of popular TV programmes, the rise of amateur genealogists, and more.
Jade Gani joins Title Research for an interesting discussion on technology in the Wills and probate sector. More specifically, the podcast explores the role of technology in the industry adapting to the COVID-19 pandemic, how technology can be utilised to improve efficiency and reach broader audiences, the soft skills Private Client Practitioners need to adopt to offer a better client experience, and more.
In this podcast, Andrew Wilkinson from Shakespeare Martineau joined Title Research's Head of Business, Anthony Allsopp, and Head of Service Delivery, Charlotte Toogood. The interesting discussion explores the myth of the common-law spouse, the changes in the rules on the execution of a Will and the impact of the COVID-19 pandemic on the legal sector.
In this podcast, Emma Baddaley from Inheritance Data joined Title Research for a discussion about the importance of financial asset searches in estate administration. More specifically, we discussed why it's important for probate practitioners to conduct asset searches, what happens to unclaimed funds held by banks, and developments in this area.
In episode ten of Topical Talks, Anthony Allsoppp of Title Research was joined by Nigel Merchant, Technical Manager at Kings Court Trust to discuss the biggest industry news stories from 2020. They discuss the pandemic's impact on the industry, as well as some other popular topics from throughout the year. Topics of conversation including adapting to working from home, the remote witnessing of Wills and online submissions for probate applications.
Episode 9 of Topical Talks with Title Research features Ben Furlong and Jonathan Upton from legal tech provider, Estatesearch. In this episode, we discuss how Estatesearch gives legal practitioners an additional level of due diligence, the use of technology and how it can help you work quicker and more efficiently, the growing desire in the industry to serve grieving clients better, and more.
This episode of Topical Talks features expert guest, Tim Farmer, Founder and Managing Director of multi-award winning mental capacity assessors, TSF Consultants. Tim is also an award winning author and expert witness specialising in the assessment of mental capacity and financial vulnerability. He has over 25 years’ experience of working with adults and children with reduced mental capacity and has completed more than 3,500 mental capacity assessments.
In this episode, we discuss and debate the role private client practitioners must play in assessing mental capacity, whether the view of mental capacity has changed in recent years, new legislation surrounding witnessing documents via video conferencing software, and more.
In this episode of Topical Talks, Andrea Pierce of Title Research is joined by Ian Bond, Head of Wills & Estates at Thursfields Solicitors and former Chair of the Law Society's Wills and Equity Committee. In the podcast, we discuss what Ian’s three-year run as Chair of the Law Society Wills & Equity Committee entailed, how the Coronavirus pandemic has impacted the legal industry, whether the creation of Wills should be regulated, and more.
In this episode of Topical Talks, Title Research are joined by Holly Mieville-Hawkins, Senior Associate at Enable Law. The conversation is focused on Inheritance Tax (IHT) Planning and the Court of Protection. We discuss how the Court of Protection’s approach to estate and IHT planning has changed in recent years, the connection between gifting and IHT planning, the Mental Capacity Act 2005’s stance on making a decision on behalf of someone else, and more.
Holly is joined by Title Research’s Legal Services Director, Andrea Pierce and Head of Business, Anthony Allsopp.
In this episode of Topical Talks, Title Research are joined by Heledd Wyn, Associate Director and Head of Long Term & Elderly Care at Gregg Latchams. We discuss long-term care and how private client practitioners can add value to long-term care.
Heledd is joined by Title Research's Legal Services Director, Andrea Pierce and Head of Business, Anthony Allsopp.
In episode four of Topical Talks, Title Research were joined by Jeff de-Rhune, Director of Trust, Probate & Estates at Trust & Probate Insurance. Jeff de-Rhune is an expert in insurance when it comes to estate administration and has an abundance of knowledge in this area. In the episode we discuss how insurance has evolved and when insurance is essential in estate administration.
In this episode of Topical Talks, Title Research are joined by Martin Holdsworth, Founder and Director of IDR Law, to discuss contentious probate. IDR Law are an inheritance dispute resolution law firm so Martin is very knowledgeable in this area. This podcast discusses how contentious probate has evolved, common areas of dispute, and why it's important for non-contentious lawyers to understand contentious processes. Listen now...
In this episode of Topical Talks, Title Research are joined by Michael Culver. Michael is Chairman of Solicitors for the Elderly and a Partner at Bolt Burdon Solicitors. We talk about what Michael's role as Chairman of Solicitors for the Elderly entails, challenges facing legal professionals specialising in elderly client law, how the industry has developed, predictions for changes in the legal sector and more.
Listen to episode 1 of Topical Talks with Title Research where we're joined by Roser Coll. Roser is a Partner at TEMIS & CO International Lawayers. She is experienced in both Spanish and English Law so this episode looks at the differences in probate law.