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Our upcoming webinars

We host regular educational webinars for our partners

Reducing the stress of being an Executor or Administrator

On Wednesday 24 April at 1pm, Technical Manager Nigel Merchant will help you to assist your clients to minimise the impact of stress when they are acting as Executors or Administrators of an Estate.

Being an Executor or Administrator of an Estate can be a stressful role to fulfil. Because April is Stress Awareness Month, we would like to highlight that even the smallest steps taken to reduce stress and improve mental health, can help to create significant improvements over time.

More specifically, the webinar will cover:

  • Lay Executors/Administrators' lack of knowledge of estate administration
  • Stress, anxiety and delays in distribution
  • Surge in Inheritance disputes and challenges
  • The rise in HMRC Inheritance Tax investigations
  • And much more

REGISTER NOW

If you can't join us on the day, please still register – all registrants will receive a link to the recording after it has taken place.

Watch informative webinar recordings on demand:

Overcoming client objections

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Parental responsibility and Trust registration

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Working with Kings Court Trust

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An overview of Inheritance Tax and gifting

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Take a look at our informative blog posts

Just like the webinars, our blog posts are available to you 24/7 giving you unlimited access to industry news and expert knowledge to better understand estate administration.

What is the purpose of a Will?

Many adults in the UK do not have a valid Will. They may have a Letter of Wishes or documented their requests in other ways, but a Will must be formally witnessed and signed in order to make it

What are the duties of an Executor of a Will?

In the UK, the Executor of a Will is responsible for managing the estate of a deceased person, paying any debts and taxes, and distributing the remaining assets according to the terms of the Will.

How to find a Will and other important documents

A step that often causes family members additional stress and anxiety when someone dies is locating the deceased’s important documents. This includes the Will, which details the Testator’s wishes

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Need to know more?

Our dedicated team of specialists are always here to help.

0333 207 5470

Monday – Friday: 9am – 5pm
 
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