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    Article Category

    Monthly Archive for: "October, 2019"
     Sourcing a safe pair of hands for your financial planning referrals

    Sourcing a safe pair of hands for your financial planning referrals

    October 30, 2019

    Under the new dual code system arriving in November, the Solicitors Regulation Authority (SRA) is clear that it expects law firm managers and their compliance officers to be introducing processes [...]

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       The impact of exchange rates when administering estates

      The impact of exchange rates when administering estates

      October 24, 2019

      It’s increasingly likely that when administering estates there will be a foreign element to consider. This is due in part to an increase in private clients owning assets in foreign jurisdictions, [...]

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         Social Media Marketing for the Private Client Practitioner

        Social Media Marketing for the Private Client Practitioner

        October 16, 2019

        With the rise of digital marketing, social media has become a new tool to help drive potential private client instructions, referrals, brand awareness and recruitment. Clients also like to see [...]

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           Flexibility – the skill of the 21st century

          Flexibility – the skill of the 21st century

          October 16, 2019

          When I first started out in practice it was common for High Street firms to expect practitioners to turn their hand to many different areas of law – I did residential and commercial conveyancing [...]

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             3 elements that are imperative when researching a family tree

            3 elements that are imperative when researching a family tree

            October 3, 2019

            The purpose of this article is to give you an idea of what you can expect from a reputable genealogist with a track record and a relationship with insurers. If a genealogist prepares you a report [...]

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