Entitlement - Autumn 2024
The autumn 2024 edition of Title Research’s news digest, Entitlement, features an article by industry expert Heledd Wyn, who has experience across a range of future planning, private wealth, and Court of Protection work. She discusses the link between vulnerability and mental capacity. We also feature a guest article from Andrea Pierce, Owner of Andrea Pierce Probate Services Ltd, who has over 18 years’ experience of working in probate and estate administration. She discusses Taper Relief using a case study to illustrate it's scale.
Entitlement - Summer 2024
The summer 2024 edition of Title Research’s news digest, Entitlement, features an article by Sarah Bolt, Senior Associate from Irwin Mitchell LLP. She discusses potential post-election outcomes and what it might mean to private clients. We also feature a guest article from John Tunnard, Legal Director from Shakespeare Martineau on Trustees and the challenges they may face, playing in defence.
An overview of Title Research's services
This leaflet summaries the services under Title Research's two core areas: Genealogical Research and Asset Repatriation. It also provides an overview of our popular technical presentations on various estate administration topics.
The Title Research brochure
The informative Title Research brochure contains up-to-date information on all of our genealogical and asset repatriation services.
Eliminating risk on intestacy
Intestacy always makes the estate administration process more complicated but there are steps you can take to eliminate the risk to you and your client. Therefore, we have created this handy guide to highlight how you can protect the estate from misdistribution.
.png?width=270&name=Entitlement%20download%20(11).png "Entitlement")
Entitlement - Spring 2024
The spring 2024 edition of Title Research’s news digest, Entitlement, features an article by Andrew Mackie, Managing Associate, and Elizabeth Ware, Senior Associate from Foot Anstey. They discuss charities as beneficiaries, including what to expect when a Will leaves a portion of the estate to a charity. The article also covers why charities may choose to litigate. We also feature an article on the history and etymology of surnames by Chris Eickhoff, a Case Manager here at Title Research.
Dealing with overseas assets in estate administration
Dealing with overseas assets can be complex as each country has different rules, forms and processes to navigate. The guide shares how you can overcome the pitfalls and challenges.
-1-1.png?width=500&height=269&name=EA%20timeline%20guide%20mockup%20(no%20background)-1-1.png "Estate administration timeline guide")
The estate administration timeline
This guide explores what is involved in the key stages of the estate administration timeline, the risks that may present themselves, and what tasks can be outsourced to a specialist to make administering the estate easier.
-1.png?width=270&height=270&name=Entitlement%20download%20(4)-1.png "Entitlement")
Entitlement - Winter 2024
The winter 2024 edition of Title Research’s news digest, Entitlement, features an article by Emma Baddaley, Strategic Relationship Director at Estatesearch. Emma explores how to mitigate risk in the face of rising cases of contentious probate, which have grown dramatically in the past few years. Additionally, Ian Bond, Partner at Irwin Mitchell, discusses the continued hold ups at the Probate Registry and offers practical solutions for obtaining emergency Grants in special circumstances.
Protect Probate from Currency Volatility
Probate becomes exposed to exchange rate volatility when the deceased’s estate or beneficiaries are based overseas. This informative guide explains how we work with TorFX to help you protect probate from currency volatility and how we can effectively manage international probate payments.
Administering an estate with US assets
US shares can be difficult to sell or transfer, mainly due to the processes, timelines and rules being different from state to state. This guide explains what’s involved in administering an estate with US assets, some of the common issues that could arise and how Title Research can help.
Legal Services, International Payments & Currency Exchange
This guide provides an introduction and overview of TorFX and its award-winning service. It also explores the challenges associated with common transactions, the considerations that should be contemplated before integrating a payment solution and more.
