Topical Talks with Title Research artwork

Topical Talks with Title Research

32 episodes - English - Latest episode: 6 months ago -

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. [email protected]

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Episodes

Episode 32: Topical Talks with Title Research – Elizabeth Ware & Andrew Mackie of Foot Anstey on charities as beneficiaries – Episode 32

November 20, 2023 00:00 - 31 minutes - 58.3 MB

This episode features Elizabeth Ware and Andrew Mackie from Foot Anstey, as well as Nigel Merchant from Kings Court Trust. Title Research’s Head of Business, Anthony Allsopp, joins them to discuss charities as beneficiaries. They discuss how estate administrators should approach charities as beneficiaries, why charities need the information they request, charities in litigation, and more.

Episode 31: Topical Talks with Title Research - Trusts with Adrian Schuck of The Wilkes Partnership - Episode 31

October 18, 2023 00:00 - 27 minutes - 18.9 MB

Title Research's Head of Business Anthony Allsopp is joined by Adrian Schuck, Senior Associate at The Wilkes Partnership LLP, and Nigel Merchant, Technical Manager at Kings Court Trust, in this podcast on Trusts. The episode covers Trust registration, the public's understanding of Trusts, and advice for legal professionals. 

Episode 30: Topical Talks with Title Research - Sarah Bolt & Natasha Dzameh on challenging estate administration costs - Episode 30

September 19, 2023 00:00 - 23 minutes - 43.5 MB

In this episode, we explore the costs of challenging an Executor or Trustee in recovering legal fees from the estate or Trust. More specifically, we discuss and debate the interesting outcome of the recent Kenig v Thomson Snell & Passmore LLP case in relation to challenging estate administration legal fees. We also cover the steps involved in recovering legal fees from the estate or Trust, pricing methods, and the precautions Solicitors can take to avoid their fees being challenged ...

Episode 29: Topical Talks with Title Research - Michael Culver of Culver Law with Legal Industry Predictions - Episode 29

August 14, 2023 00:00 - 20 minutes - 37.3 MB

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.

Episode 28: Topical Talks with Title Research – Sarah Bolt and Natasha Dzameh on Reasonable Financial Provision - Episode 28

July 19, 2023 00:00 - 28 minutes - 52.5 MB

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, ...

Episode 27: Topical Talks with Title Research - Michael Culver of Culver Law on Professional Memberships - Episode 27

June 12, 2023 00:00 - 30 minutes - 55.4 MB

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, and the differing roles of regulatory vs non-regulatory bodies.  As mentioned in the podcast, the SFE National Confe...

Episode 26: Topical Talks with Title Research - Ian Bond of Irwin Mitchell on the future of Will Writing - Episode 26

May 15, 2023 00:00 - 24 minutes - 16.8 MB

Title Research’s Head of Business, Anthony Allsopp, and Legal Services Director, Charlotte Toogood, are joined by special guest Ian Bond, Partner at Irwin Mitchell. In this episode, they speculate on what the future of Will Writing could look like.  More specifically, the podcast covers: •  Whether Will writing should be regulated •  If the Wills Act 1837 provides enough protection for Testators •  The Law Commission Wills Project on reforming the law of Wills •  Digital assets an...

Episode 25: Topical Talks with Title Research - Jade Gani of Circe Law - Episode 25

April 06, 2023 00:00 - 28 minutes - 52.7 MB

Title Research’s Head of Business, Anthony Allsopp, and Legal Services Director, Charlotte Toogood, are joined by special guest Jade Gani, CEO and Head of Private Client at Circe Law. In this podcast, we cover the popular topic of digital assets in estate planning and estate administration, including covering some practical advice for Private Client Practitioners. 

Episode 24: Topical Talks with Title Research - Ian Bond of Irwin Mitchell on Probate Registry Delays - Episode 24

March 21, 2023 00:00 - 19 minutes - 15 MB

Title Research’s Head of Business, Anthony Allsopp, and Legal Services Director, Charlotte Toogood, are joined by special guest Ian Bond, Partner at Irwin Mitchell, to discuss the infamous topic of Probate Registry delays.  More specifically, Ian covers: The current position at the Probate Registry What is being done to reduce the delays and improve efficiencies Inheritance Tax implications as a result of the delays

Episode 23: Topical Talks with Title Research - Heledd Wyn of Shakespeare Martineau - Episode 23

January 30, 2023 00:00 - 29 minutes - 54.2 MB

In this podcast, Heledd Wyn, Partner at Shakespeare Martineau, joins Title Research to discuss long-term care and Statutory Wills.  More specifically, the episode covers: The role of Private Client Practitioners in long-term care planning Professional deputies and when they are required The purpose of a Statutory Will and when one should be considered The process of applying for a Statutory Will And much more...

Episode 22: Topical Talks with Title Research - 2022 in review with Kings Court Trust - Episode 22

December 07, 2022 00:00 - 29 minutes - 21.9 MB

For the last podcast of 2022, Title Research's Technical Manager, Simon Barber, is joined by Nigel Merchant of estate administration specialists, Kings Court Trust. The duo discuss the year's most prominent industry news stories, including: IHT reporting for excepted estates The probate fee increase  Trust registration service changes Digital Devices (Access for Next of Kin) Bill What to expect in 2023

Episode 21: Topical Talks with Title Research - Roy Partington of CLS Property Insight - Episode 21

November 23, 2022 00:00 - 30 minutes - 56.4 MB

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...

Episode 20: Topical Talks with Title Research - Will Disputes with Sarah Bolt & Natasha Dzameh - Episode 20

October 19, 2022 00:00 - 26 minutes - 49.4 MB

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

Episode 19: Topical Talks with Title Research - Sarah Bolt of Freeths LLP and Natasha Dzameh of St John's Chambers - Episode 19

August 26, 2022 00:00 - 26 minutes - 47.8 MB

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.

Episode 18: Topical Talks with Title Research - Caroline Miller of Wedlake Bell LLP - Episode 18

May 11, 2022 00:00 - 14 minutes - 27 MB

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

Episode 17: Topical Talks with Title Research - 2021 in review with Kings Court Trust - Episode 17

December 10, 2021 00:00 - 30 minutes - 55.1 MB

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.

Episode 16: Topical Talks with Title Research - Tom Stansfield of WillSuite - Episode 16

September 22, 2021 00:00 - 34 minutes - 62.8 MB

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.

Episode 15: Topical Talks with Title Research - Dicky Davies of Tower Street Finance - Episode 15

July 21, 2021 00:00 - 16 minutes - 30.2 MB

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. 

Episode 14: Topical Talks with Title Research - Probate Genealogy - Episode 14

June 23, 2021 00:00 - 34 minutes - 47.4 MB

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.

Episode 13: Topical Talks with Title Research - Jade Gani - Episode 13

May 19, 2021 00:00 - 26 minutes - 17.9 MB

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.

Episode 12: Topical Talks with Title Research - Andrew Wilkinson - Episode 12

March 10, 2021 10:20 - 32 minutes - 22.1 MB

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.

Episode 11: Topical Talks with Title Research - Emma Baddaley of Inheritance Data - Episode 11

February 03, 2021 00:00 - 35 minutes - 24.3 MB

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.

Episode 10: Topical Talks with Title Research - Kings Court Trust - Episode 10

December 16, 2020 00:00 - 26 minutes - 18 MB

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: Topical Talks with Title Research - Estatesearch - Episode 9

November 25, 2020 00:00 - 30 minutes - 20.7 MB

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.

Topical Talks with Title Research - Tim Farmer - Episode 8

October 21, 2020 00:00 - 24 minutes - 16.9 MB

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 a...

Topical Talks with Title Research – Ian Bond - Episode 7

September 23, 2020 00:00 - 33 minutes - 23 MB

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.

Topical Talks with Title Research – Holly Mieville-Hawkins – Episode 6

July 08, 2020 00:00 - 39 minutes - 27.1 MB

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 R...

Topical Talks with Title Research - Heledd Wyn - Episode 5

June 03, 2020 00:00 - 32 minutes - 22 MB

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.

Topical Talks with Title Research - Jeff de-Rhune - Episode 4

May 05, 2020 00:00 - 29 minutes - 20 MB

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.

Topical Talks with Title Research - Martin Holdsworth - Episode 3

April 06, 2020 00:00 - 32 minutes - 22 MB

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...

Topical Talks by Title Research - Episode 2 - Michael Culver

March 09, 2020 00:00 - 33 minutes - 23.3 MB

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.

Topical Talks by Title Research - Roser Coll - Episode 1

February 12, 2020 16:11 - 14 minutes - 9.69 MB

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.