Meet your sponsors
Your headline sponsor:
Chartered Surveyors specialising in providing RICS Red Book property valuations for tax and dispute purposes, such as Inheritance Tax and Capital Gains Tax
Our practice specialises in providing RICS Red Book property valuations for tax and dispute purposes such as Inheritance Tax and Capital Gains Tax. We provide tailored reports designed for use by HMRC and other professionals.
Wilkinson & Fox was established to provide our clients with Valuations for Tax Purposes and assist them with selling their property.
We offer a fully-integrated service that incorporates valuations for all manner of purposes, from Capital Gains Tax to simplifying the Probate process. We are committed to providing personal, professional and clear advice at an affordable price, accessible to both individuals and other professionals. We pride ourselves on building long-term relationships and are trusted by many of the top solicitors and accountancy firms across the country to provide Red Book Valuations Reports to help their clients and customers establish property tax liabilities.
Wilkinson & Fox offer straightforward and simplified Valuations that are each uniquely designed to suit the clients varying tax positions. Our clients range from large professional organisations and private clients, to individuals requiring one-off valuation support.
Our services include valuations for purposes such as Inheritance Tax and Capital Gains Tax, as well as District Valuer Negotiations, Specialist Probate Sales and Annual Tax on Enveloped Dwellings (ATED). We create reliable Red Book Reports for HMRC use with minimal hassle, from instruction to issue.
Your Media Partner for the event is Today’s Media; Publishers of three leading publications for the legal sector, with daily news, up-to-date analysis and in depth features concerning the industry.
Today’s Wills and Probate
Today’s Conveyancer
Today’s Family Lawyer
We are probate property experts that believe executors deserve better.
Our vision was to create a way of supporting people when they needed it the most, by ensuring we remain true to our core values.
Having spent years working directly with law firms, legal professionals, and lay executors, we have been able to create the perfect service to ensure that the property side of probate is taken care of all-in-one place, reducing stress and indeed cost.
We work hard to keep the process as stress free as possible, and to ensure the beneficiaries receive the maximum value of the estate.
The Society of Will Writers is a non-profit making self regulatory organisation which seeks to protect the public and serve the interests of those men and women who are active professionals in our field.
The Society of Will Writers was founded in 1994 by former Director General, Brian McMillan and 4 other business owners. The Society has since grown to become not only the largest but also the leading self-regulatory body governing Will Writers and Estate Planners alike. We have over 1,700 members across the UK, Central Europe and further afield in places such as Asia and Africa.
The Society has set itself two main tasks:
To promote to the public at large the real need and sense in having a valid Will;
To act as a self-regulatory body by vetting practitioners through stringent membership requirements, proficiency standards and ongoing training.
Best is the Best. Full Stop.
The Best Foundation is a membership body for estate planning professionals. We aim to improve the sector by accepting only the best as our members.
Best came from the idea that we are the British Estates Succession and Trust Practitioners – the ‘BEST.’
The Best professionals providing the Best advice.
The Best foundation is a non-profit organisation acting as a professional membership body for modern, forward thinking Estate Planning professionals and firms.
Not only do we offer the Best support for our members, but the public can also be assured that any Best member is a trusted professional who is reliable, experienced, and suitably qualified to take their instructions.
Estatesearch are a market leading legal technology provider for private client practitioners.
Our online platform offers access to a growing range of essential due diligence services, helping you to manage everything in one place.
Designed and improved with ongoing customer feedback, our platform reduces data re-entry, reduces the risk of errors, and reduces the number of invoices. Creating a more streamlined and efficient workflow that saves you time.
With no registration or subscription fees, you only pay for the searches services you need, when you need them.
Anglia Research offers a fast, friendly, and affordable people-finding service. Our staff boast a level of expertise unmatched in the field of probate research. We have traced thousands of missing heirs in the UK and around the world.
We are a company of professional probate genealogists working for the public and private sectors in tracing missing beneficiaries to unclaimed assets and estates. Founded in 1979 by Peter Turvey, and now supported by his two sons Philip and Richard, the company has grown to over 40 staff covering the whole of the UK, with international partners in Africa, Asia, North and South America, Europe and Australia.
We employ more accredited genealogists* and legally qualified staff than any other UK probate research company. The calibre of our staff is your best guarantee of a legally sound outcome.
The Estate Planner’s Toolkit is for professionals like you who want a simple, affordable solution that will save time, money and boost your client sales.
Everything in The Estate Planner’s Toolkit can be used daily in your business.
We created this based on our own experience of running a will-writing business and a passionate belief that information to clients should be well-designed, informative and easy to understand.
We design and write our information with the client in mind to help them understand the importance of taking action to protect their loved ones.
We believe diversity is a strength and strive to ensure the images used across our range are representative and appealing to a wider community.
We are very proud to be endorsed by The Society of Will Writers so you can be assured that the quality of content has been independently verified.
Your event compere: Dan Temple. Human Factors specialist.
Better business performance through Human Factors Training:
Common HF methods include:
Task analysis
Function analysis
Usability testing
CRIOP
Workload analysis
Gap analysis
Situation analysis
Questionnaires
Observations
Human error identification