Kings Court Trust (KCT) partnered with the Jockey Club to host their bi-annual Seminars this October at Haydock Park Racecourse and Warwick Racecourse.
This was a fantastic opportunity for wills and probate professionals to network and build upon CPD training. KCT ensured both of the events were very interactive to ensure our partners could benefit from a broader understanding of the industry, as well as cultivating stronger relationships with both KCT and other legal professionals.
A combination of wills and probate experts, sales and marketing professionals, and KCT representatives lead a variety of discussions throughout the day. All attendees were encouraged to get involved from the outset.
The following topics were presented on the day: -
- Andrea Pierce from Kings Court Trust– Legal Refresher
Some key outcomes from the resent Inheritance and Trustees’ Powers Act 2014 which came into play from the 1st Oct this year
- The Presumption of Death Act 2014
- Trusts in Wills: Understanding your client’s wishes
- The options that are available to Nil Rate Band Discretionary Trusts and the practical steps to take in dealing with the Trusts
- Legal questions Q’s and A’s session
- Stuart Parry from One Choice Marketing – Data Base Upselling
- How you could use a professional team to call members of your database to re-engage and upsell your service
- How you could go about enhancing the quality of your data
- How you could utilise a telephone answering service with industry knowledge
- Using a seminar booking service leading to talks to groups
- Robert Dolbear from Bridgefast - time4care
- The challenges of an aging population
- The challenges and options surrounding care, property, funding, legal safeguards
- Statistics on where people go to find care
- Benefits of time4care to the client
- Duncan Sims from Kings Court Trust – Ideas Workshop
Duncan ran an interactive discussion to identify and explore some exciting ideas and suggestions for KCT to implement with their partners to add value to their business. The session was all about listening to partner’s views to enable KCT to support and encourage best practice within the industry.
Martin Holdsworth from Jones Myers LLP – A view from the probate litigation front line
- Where there’s a Will there’s a won’t!
- Reasons for the significant increase in client’s will, trust or probate disputes
- Non- beneficiary Will claims
- Duncan Sims from Kings Court Trust – INSIGHT overview
Duncan gave an overview of the significant changes to the new INSIGHT system at KCT
There was also an opportunity for Q’s and A’s and demonstrations
Finally, congratulations to the winners of our prize draw, Anna at Gilligan and Co and Mike Pugh at Foresight Wills, who each won a year’s licence for LPA Assist, worth £299!
Let’s not forget to congratulate our ‘Race to the Finish Line’ quiz winners, who managed to answer the most questions in our highly amusing and bizarre will stories quiz, which seemed to go down like a storm so watch this space for a re-run in the future!
Thank you to everyone who attended. We do move around the country and our next round of seminars will be in Spring 2015. We hope to see you there!
