This episode features Heledd Wyn from Rothley Law. Title Research's Head of Business, Anthony Allsopp, and Legal Services Director, Charlotte Toogood, join them to discuss vulnerable cleints.
The episode covers:
STEP report from November 2023
Roles and responsibilities of private client practitioners
The biggest challenges legal professionals face
And more...
We discuss contentious probate, how this crosses over into the Court of Protection and more.
We discuss charities as beneficiaries, how estate administrators should approach it and more.
We discuss Trust registration, the public's understanding of Trusts, advice for legal professionals, and more.
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