Most firms conducting probate work continue to be busy despite the recession although converting enquiries into confirmed cases is increasingly challenging as personal representatives look keenly at prices and levels of service. What follows represents recent additional challenges in this area:
About Gill Steel
Tel: 01962 776442
Gill is a compelling seminar and conference speaker both in house and at public events with a strong gift for making Wills, Probate, Trusts and Tax practical, engaging, authoritative and informative. For Private Client Practitioners & Team Leaders Gill offers off-the-shelf & bespoke training for individuals, organisations and local and national professional bodies.
Tag Archives | Probate
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“I and eight of my team viewed the [Reduced Rate of IHT] video this morning and were very impressed, not only with Gill’s presentation and the helpful add-ons but with the complicated nature of the subject matter! ”
Clear guidance on a complex subject. Well balanced presentation; good timingMike Dawes, Surrey STEP
...quotes from a major client
- Gill's presentational skills were excellent. It was great to have a speaker who knows the subject inside out.
- Nobody in their right mind could get excited about Trusts but Gill managed to make a dry subject interesting.
- ...excellent thanks largely to the ability of the presenter [Gill] to communicate and explain complex issues so effectively (clear evidence of her extensive knowledge and understanding of the subject matter)
Gill is always informative and insightfulLucy Thomas, Shoosmiths
Gill's [Probate] course is very professionally written, comprehensive and a welcome addition to our range of coursesMark Bayley, Communications & Marketing Manager, Council for Licensed Conveyancers
These [course materials] are absolutely excellent, as always. On time, on message and spot on too; an exemplar to other speakers!Adrian Miller, Branch Secretary, West of England STEP Branch