All Videos articles – Page 3
-
VideosChecklists for Sale by Executor, Deputy and Attorney
The following checklists may help to guide your thinking and process in probate sales where you are required to act for executors, deputies and attorneys: 1. Sales by Executors 2. Sales by Attorneys 3. Sales by Deputies
-
VideosWebinar: SRA Accounts Rules – the essentials
The SRA sets out the rules for firms dealing with client money. Listen for insights on adhering to the rules and avoiding common mistakes.
-
VideosSRA Accounts Rules – the essential
Learn key SRA Accounts Rules, avoid common errors, and ensure your firm has the right systems to manage client money and stay compliant.
-
VideosMember Talk: The Case of Hirachand v Hirachand
The Hirachand Supreme Court judgment determined ‘success fees’ could not be part of an Inheritance Act claim. Our speakers explore the implications.
-
VideosRestriction on title: top tips for private client and property lawyers
This online event took place on 3 December 2024, to understand the various restrictions on title that executors, trustees, attorneys and deputies, may need or come across and how to deal with them from both a private client and property solicitor perspective.
-
VideosRestriction on title: top tips for private client and property lawyers
Understand the various restrictions on title that executors, trustees, attorneys and deputies, may need or come across and how to deal with them.
-
VideosChecklists for restrictions
The following checklists may help to guide your thinking and process in dealing with restrictions: 1. Form A and B – Standard restrictions 2. Form L/N/Q restrictions 3. Removing restrictions 4. Other restrictions Download the full checklist here ...
-
VideosChecklists for restrictions
The following checklists may help to guide your thinking and process in dealing with restrictions: 1. Form A and B – Standard restrictions 2. Form L/N/Q restrictions 3. Removing restrictions 4. Other restrictions Download the full checklist here ...
-
VideosBitesize Highlights - Automation, transformation and digitisation of AML processes (audio-only)
Listen to the key highlights from the Leadership and Management Section, Risk and Compliance Section and Property Section seminar
-
VideosMember Talk: Effective client management (audio only)
Listen to this audio-only recording to better manage client expectations, stop complaints escalating and manage difficult financial discussions.
-
VideosMember Talk series: Automation, transformation and digitisation of AML processes (audio only)
A series of short audios on how technology in AML process can benefit your practice.
-
VideosMember Talk series: Automation, transformation and digitisation of AML processes (audio-only)
Listen to the key highlights from the Leadership and Management Section, Risk and Compliance Section and Property Section seminar that was held in October 2024.
-
VideosMember talk: estate planning and administration
Identify the key considerations and processes to meet the needs of clients when it comes to administering and distributing their assets after death. This series of bitesize videos, exclusive to Private Client Solicitors Section members, is delivered by experts to support you in giving the best possible legal advice to ...
-
VideosMember Talk: Basics of easements
Understand what positive and negative easements are and what an appurtenant right is.
-
VideosMember Talk: Distribution of the Estate – Part 1: Tax Considerations
Understand the tax considerations when dealing with the distribution of the estate. Speakers share top tips on IHT, capital gains and income tax.
-
VideosMember Talk: Getting the Grant of Probate and Reporting It to HMRC
Understand the key requirements to apply for the grant of probate. A range of practical scenarios will help delegates understand latest developments.
-
VideosMember Talk: Automation, transformation and digitisation of AML processes (Part Five)
This audio-only bitesize talk explores how to grow client awareness around AML.
-
VideosMember Talk: Automation, transformation and digitisation of AML processes (Part Four)
Explore the pros and cons of automated v manual risk assessments.
-
VideosMember Talk: Automation, transformation and digitisation of AML processes (Part Three)
A short talk exploring risk around system automation for in-house teams and firms.
-
VideosMember Talk: Automation, transformation and digitisation of AML processes (Part Two)
This talk explores how to strengthen identified weak points in your AML processes.