Member Since: 15th Apr 2019
Perrys Chartered Accountants
11th Mar 2020
Richard Thomas, thanks for the reply. Sorry some of my wording may have been a bit confused.
The policies (Personal Investment Plans) were taken out by the deceased on a last survivor basis with the deceased and her daughter as the lives assured. The policy providers are stating that any chargeable event gain is treated as income of the estate.
The daughter is also the executor of the estate.
31st Jan 2020
I once had an elderly locum GP client, his records came in a carrier bag. When the bag was emptied on my desk there were:
1) a various assortment of tablets including, [***], anti-depresents, sedatives, very strong pain killers and some I couldn't find out the details of.
2) used tissues, some with obvious bloodstains on, some with other dried fluids!!
3) scabs and other large flakes of what looked (from a distance) to be skin.
4) an assortment of body hair.
Needless to say the client was contacted immediately and warned that the state of his records was unacceptable. Also the desk was promptly wiped down, disinfected twice and, fairly soon after, replaced.
11th Jun 2019
With regards to not being able to afford legal advice, the first question I would ask you is: - Do you have legal cover on any insurance product?
If you do, a lot of these products actually cover more than just legal matters relating to your insurance. Give them a ring and check if you can get any advice from them as part of your cover.
The second question I would ask is, regardless of my previous point, can you afford not to take legal advice?
A firm I used to work for were very trigger happy with threats of taking ex-employees to court, including me when I left but was approached by an ex-client to deal with their affairs personally. I know of at least two other ex-employees who have been threatened with legal action and both of them took legal advice. The old company was effectively told to "stop playing silly buggers" and accept the fact that both the staff and the client's wanted to leave. Point to note, neither ex-employee approached the clients, the clients approached them direct and the ex-employees tried to do everything correctly by applying for professional clearance etc.
2nd May 2019
I work for a firm with a Wills and probate department, probate accredited with ICAEW, and we are currently swamped with probate work. I only joined them in early February and have spent almost my entire time working on probates. I have now worked on about 8 or so in that time and we have various others on the go from before my time.
It is something that we are actively looking to expand and we are even getting referrals from solicitors where the deceased was a client and we have a better understanding of their affairs.
Also, where we do the Wills, we give the clients the option to appoint us either as a primary or substitute Executor.
I also know of several other firms who provide this service, usually through a separate entity from the main accountancy practice.