Estate Research

After fantastic growth and a successful office launch in Canada this year, we are hiring a Business Development Lead based out of the Toronto area, to take us even further in 2026. If you or anybody you know are interested please apply via the link below! Estate Research Canada

𝐎𝐯𝐞𝐫𝐬𝐞𝐚𝐬 𝐁𝐚𝐧𝐤𝐫𝐮𝐩𝐭𝐜𝐲 𝐒𝐞𝐚𝐫𝐜𝐡𝐞𝐬 𝐔𝐩𝐝𝐚𝐭𝐞! Reflecting our dedication to delivering an exceptional client service, we are pleased to announce a reduction to our charges for overseas bankruptcy searches. The following countries will be charged at £50 plus VAT: 🌐 USA 🌐Netherlands 🌐Republic of Ireland 🌐New Zealand 🌐Australia 🌐Canada 🌐Jersey 🌐Singapore All other countries, where a bankruptcy search is possible will be charged at £125 plus VAT. The reduced rates will be effective from the 1st December 2025 For even further reductions to these rates, please contact our Private Client team today to discuss becoming an integrated client at pc@estateresearch.co.uk

Over the last two days, we have had the pleasure of hosting our new Private Client Masterclasses. Both sessions were presented by the brilliant Richard Johnston, who shared his knowledge and advice on how to unlock the power of pensions in estate planning. The feedback from attendees about how informative these sessions were has been fantastic, and we want to thank Richard for such great talks. Due to the success, we are already looking to arrange more of these sessions around the country, so keep your eyes peeled for more information. If you're interested in learning more from Richard, you can watch some of our previous Expert Webinars with him via the Estate Research Learning Hub at https://lnkd.in/eFgKaJiV

𝗕𝗿𝗮𝗻𝗱 𝗡𝗲𝘄 𝗳𝗼𝗿 𝟮𝟬𝟮𝟱: 𝗧𝗵𝗲 𝗘𝘀𝘁𝗮𝘁𝗲 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗠𝗮𝘀𝘁𝗲𝗿𝗰𝗹𝗮𝘀𝘀𝗲𝘀! After a series of hugely popular webinars, Richard Johnston joins us this November to deliver two exclusive in-person masterclass events. Drawing on over 20 years of experience, Richard will guide private client practitioners through “𝗨𝗻𝗹𝗼𝗰𝗸𝗶𝗻𝗴 𝘁𝗵𝗲 𝗣𝗼𝘄𝗲𝗿 𝗼𝗳 𝗣𝗲𝗻𝘀𝗶𝗼𝗻𝘀 𝗶𝗻 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴” and help you understand what the upcoming Budget could mean for your clients. Each session will cover: - A refresher of the current taxation of pension funds on death - An overview of how IHT will be applied, who will be responsible for what - How your clients might prepare and manage the pensions during their lifetime - Managing the death benefit nominations and aligning them with the Will - The role of the executors in managing pensions after death - The traps to avoid, and the single most important fix that most miss - Practical tips for advising your clients, and understanding the line in the sand if you are a non-FCA-regulated adviser Each session provides 2 hours of CPD. Spaces are limited so book early to avoid disappointment! 📅 Tuesday 18 November 2025 📍 Malmaison London, 18–21 Charterhouse Square, Barbican, London EC1M 6AH 🕤 Registration 9:30 am for 10:00 am start – finishes 1:00 pm 💷 £40 per person 🔗 https://lnkd.in/eDmiXm83 📅 Wednesday 19 November 2025 📍 Park Plaza London Waterloo, 6 Hercules Road, London SE1 7DP 🕤 Registration 9:30 am for 10:00 am start – finishes 1:00 pm 💷 £40 per person 🔗 https://lnkd.in/eV4rzPWG Join us for an engaging and practical session designed to sharpen your estate planning knowledge and client advice skills.

🎃 Beware the Private Client Horror Stories… 👻 This Halloween, join us for a spine-tingling session of legal nightmares and estate-planning frights in our LET’S TALK webinar. Professor Lesley King and Dominic Hendry will lift the lid on some of the most unsettling real-life horror stories from the world of wills, probate, and estates. They’ll then be answering your questions live, sharing practical insights to ensure these professional nightmares don’t come back to haunt your own work. Don’t let your next case become a ghost story… 🕷️ Register (if you dare) at: https://lnkd.in/eFgKaJiV Send your questions in advance for an increased chance of having them included to info@estateresearchlearninghub.co.uk #PrivateClient #CPD #LegalWebinar #EstateResearch #Halloween #WillsAndProbate

Yesterday, we hosted our Scots Law Private Client Conference at the Hilton Glasgow - and once again, it was a fantastic success! A heartfelt thank you to our brilliant speakers, who delivered engaging and insightful talks on some of the most complex and topical issues in Private Client Law. And of course, a huge thank you to everyone who attended. Attendance continues to grow year after year, and it’s your enthusiasm and engagement on the day that make these events truly stand out. As always we thank our fantastic sponsors for their support (and great goody bags!): Denovo | Hamiltons Law Accountants | Currencies Direct | First Scottish Group #ScotsLaw #PrivateClientScotland #ExecutryLaw #ExecutryPractice #PrivateClientPractitioners #CPDScotland

Your last chance to request the 2026 Estate Research desk calendar — a much-loved favourite with daily quotes and facts. To receive your 2026 calendar, please click the link below and complete the online form before 12pm on Friday 18th October 2025. https://lnkd.in/enz98kHw