Sponsors

Headline

Founded in 2003 by Bob Massey and Clive Ponder, CTT Group has emerged as a leading multi-disciplinary support provider for the UK’s Professional Adviser community. Their mission began with a bold aspiration: to elevate client services by integrating diverse professional skill sets.

Driven by digital innovation and technical expertise, CTT Group now serves thousands of advisers nationwide from their base in Royal Leamington Spa, Warwickshire.

They offer comprehensive business support in six key areas: Professional Services, Legal, Accountancy, Tax & Trust, Private Client, and Legacy Software. This cutting-edge software, specifically designed for the sector, boasts unique features that revolutionise how advisers manage their businesses and enhance client experience.

For more information please visit: www.ct-group.co.uk

Address: Gables House, 62 Kenilworth Road, Leamington Spa, Warwickshire CV32 6JX

 

Tel: 01926514390

Email: partnershipteam@ctt-group.co.uk

Afterparty

Simplifying and accelerating due diligence in estate administration, Estatesearch’s award-winning platform enables private client practitioners to deliver greater value to their clients whilst ensuring they mitigate against risk. Our range of searches and services, accessed from one, technology-driven and efficient portal, transforms processes for thousands of clients all over the UK. It provides simple and efficient access to our award-winning combined Financial Asset & Liability searches, the Financial Profile Service, Will Searches, Gazette Notices, Local Ads, Unoccupied Property Insurance, Bankruptcy Searches; all in one place and all on one invoice for greater efficiency.

For more information please visit: www.estatesearch.co.uk

Wills & Probate Excellence

Arken.legal offers a comprehensive suite of products designed to tackle the business challenges faced by professionals in the Wills & Trusts industry, both today and in the future. Our solutions streamline document drafting, enhance lead generation and data capture, and attract new generations, enabling you to compete and succeed in today’s digital economy.

Our tools are trusted by some of the best-known brands in the industry and so far, over 7,000 professionals have used our software to create over 7 million Wills.

For more information visit: www.arken.legal

 

Private Client Practitioner of the Year

Finders International is recognised as the probate genealogy solution, renowned for its expertise in locating heirs to estates, properties, and assets worldwide. With offices located across the UK, Ireland, and Sydney, alongside an international network of researchers, we offer an expansive range of global research and support services. Our services include, tracing missing and unknown beneficiaries, providing estate distribution schedules, and uncovering missing wills, assets, and documents. We collaborate closely with legal professionals to mitigate the risks associated with estate matters, consistently upholding the highest standards of probate practice and safeguarding the interests of all involved parties.

For more information please visit: www.findersinternational.co.uk

Private Client Firm of the Year – Large

LEAP Estates occupies a unique position in the legal software market, providing specialist software for probate solicitors and estate planners.

Offering highly innovative features and functionality, this specialist software solution for private client practice provides everything you need to manage your client’s wills, LPAs and estates efficiently, and delivers case management, accounting, document assembly and management, will building via WillSuite and legal publishing assets in one fully integrated cloud solution.

For more information visit: www.leapestates.co.uk

 

Estate Planning Firm of the Year – Large

WillSuite offers cloud-based software that simplifies the process of drafting Wills, LPAs, and other documents for Will drafters, Financial advisers, Solicitors, and Estate planners. With innovation at its core, WillSuite aids efficiency, minimising errors, and improving client service and has allowed practitioners to generate over 750,000 Wills and 1.4 million documents since inception in 2015. Partnered with The Society of Will Writers and the Institute of Professional Will writers, WillSuite includes document automation tools delivering up to date content and clauses written in plain English, seamless integrations, and improved client communication via custom workflows and automated branded channels.

For more information visit www.willsuite.co.uk

Customer Service Champions

Death is a difficult time for everyone. Sadly, the processes that come with it don’t make it any easier. They can be lengthy, repetitive and complicated. At Exizent we don’t believe it has to be this way. Our purpose is to improve the bereavement experience for everyone involved.

Exizent connects the data and services used by legal services firms, institutions, and executors to sort out what’s required to make the journey for the bereaved an easier one. Our online platform is digitising the probate process. We’re making it easier for legal services firms and institutions to streamline the administration, so you can get back to what’s important – using your specialist knowledge and working with clients.

For more information visit www.exizent.com

 

One to Watch Practitioner of the Year

The Law Superstore is the UK’s leading comparison site for legal services. With a panel of solicitors and legal service providers from across the UK, The Law Superstore makes it simple and straightforward for consumers to find and compare over 130 legal services online, including wills and probates, divorces and pre-nuptial agreements. 

Consumers can compare by price, location and service ratings left by previous users, bringing transparency to the online legal services sector. Every provider is quality checked, reputable and fully regulated.

The Law Superstore was acquired in 2017 by reallymoving.com, the UK’s leading price comparison site for home-moving services.

For more information visit www.thelawsuperstore.co.uk 

Court of Protection Team of the Year

Now in our sixth decade, Anglia Research has a highly accredited team solely focused on providing timesaving solutions to legal professionals in the Private Client sector. We work with law firms of all sizes, including Legal 500 firms, across the UK and around the world.

The research work we undertake helps Private Client practitioners with their workload on a daily basis. We provide expert support to both Probate and Court of Protection teams, whether that’s finding missing beneficiaries, verifying a family tree, undertaking Statutory Will research or even providing indemnity insurance quotes.

We provide research that can be relied upon.

For more information please visit: www.angliaresearch.co.uk/services

 

Estate Planning Consultant of the Year

The Society of Will Writers (SWW) is a non-profit making self-regulatory organisation that seeks to protect the public and serve the interests of those who are active professionals in the Will Writing and Estate Planning field and achieves this through the upkeep of advancement, education, and ethical standards within the profession.

Founded in 1994, the SWW has been a frontrunning organisation in steering the profession for 30 years now and is proud to regularly meet with regulators and other industry stakeholders to ensure that our members voices are heard, and needs are matched.

For more information please visit: www.willwriters.com

Probate Provider of the Year – North & Midlands

The Institute of Legacy Management (ILM) is a not-for-profit membership organisation offering specialised training and support to legacy professionals within the charity and not-for-profit sectors across the UK.

It has over 700 members, representing some 400 charities – both large and small – as well as not-for-profit organisations and associated professions. It also works with corporate partners from across the legal profession, including solicitors and probate professionals, will writers, consultants and technology companies.

Each year, ILM members manage around £3 billion of legacy income – gifts left to charity by individuals in their wills – and is seen as a respected influencer and voice within the legacy sector.

For more information please visit: www.legacymanagement.org.uk

 

Contentious Wills & Probate Team of the Year – Boutique

Aviva Logo

Aviva’s Estate Distribution policies offer certainty in uncertain circumstances.  When you can’t be sure if the deceased left a will or a later will, or that all entitled beneficiaries under the deceased’s will or on intestacy have been identified and traced, our range of estate distribution products provide protection to beneficiaries and executors following the distribution of a deceased’s estate.

Aviva are one of the UK’s leading Insurance, Wealth and Retirement businesses.  Aviva has been taking care of people for more than 325 years. We are deeply invested in our people, our customers, our communities and the planet that is our home.  Serving our customers well will let us create a lasting impact for the communities and the society in which we live.

For more information please visit: www.aviva.co.uk

Legal Assistant of the Year

Fraser and Fraser is home to expert genealogists and probate researchers who offer you and your clients a first-class service. At the forefront of the industry, we support legal professionals and public authorities in tracing missing beneficiaries and heirs to unclaimed estates, assets and derelict properties, worldwide.

Since our formation in 1923, we have solved over 20,000 cases and are committed to delivering professional and cost-effective results. We pride ourselves on our commitment and clarity, treating each referral on a case-by-case basis.

We’re happy to answer your questions, please do get in touch.

For more information please visit: www.fraserandfraser.co.uk

 

Private Client Firm of the Year – Boutique

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Looking to increase your firms’ efficiency and productivity?

Ochresoft’s ‘Intelliworks’ is award-winning, market-leading case management software.

Intelliworks Private Client was designed by lawyers who understand real practice, so it’s built to be the product working practitioners need. The STEP-compliant software frees fee-earner and support staff from routine administrative tasks in probate administration, grant-only cases, will writing and LPAs.

With automatic production of IHT400 forms, several hours of work is reduced to just several clicks, making firms more efficient and reducing the risk of manual error.

Plus, Intelliworks workflows are updated whenever there is a change in law or regulation.

For more information please visit: www.ochresoft.com

Probate Provider of the Year – South

CLSQ is a leading provider of products and services for Legal Indemnities, Fraud Protection checks and Estate Administration matters.

Providing a personal service with expert advice and support from our highly qualified underwriters, business development and client services teams.

We start with our customers experiences and needs, simply identify the pain points then work together to innovate and deliver real value.

Every problem has a solution. You just have to be creative enough to find it.

For more information please visit: www.clsl.co.uk

 

Community & Charity Champions

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The HAIG Legal Group was launched to meet an identified need of modern families across the UK. With rising property values, growing numbers of blended families, and increasingly complex lives, more people need affordable access to Private Client Legal Services. This is especially important for Estate Planning and End of Life documentation.

Founded by Andy Townsend, Ian Peace and Helen Claydon in 2016 the HAIG Legal Group consists of Simpler Law, Fidelis Legal Services, and Northwood Banks & Co. The Group has enjoyed year on year sustainable growth, serving over 200,000 satisfied clients, and now employs over 100 full time staff, across offices in Lincoln, Leicester, and Birmingham.

For more information please visit: www.haiglegalgroup.co.uk

Tax & Trust Team of the Year

Provira provides innovative bridge financing solutions to the beneficiaries and executors of estates.

Pricing is clear and transparent, with a quick and efficient application process.

Estate Advance is available to executors and personal representatives to assist with funding the costs associated with administering an estate, including IHT, solicitor’s fees and disbursements.

Inheritance Advance allows beneficiaries of an estate to access up to 60% of the money that they are due to receive far earlier than the 9-12 months that the Probate process can typically take.

Provira is fully FCA approved and regulated and is the longest established lender specialising in probate funding.

For more information please visit: www.provira.com 

 

Innovation & Transformation of the Year

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Level, established in 2016, is the UK’s premier finance provider across matrimonial, probate and private clients.   

Level has grown significantly since 2016, now funding a substantial portion of the UK’s family law, probate, and private client disputes.  

Known for fostering strong relationships with top law firms, Level offers a collaborative approach, valuing legal professionals’ input to enhance their services. Their bespoke, innovative and responsive service has been described as “echoing the first class, bespoke service offered by the elite law firms” and “offering a very swift turn around on decisions, fair rates and an imaginative and bespoke approach to lending”

For more information please visit: www.thelevelgroup.co.uk

Best Use of Technology

The Estate Registry leads the industry with innovative digital solutions designed to streamline every aspect of estate administration. Our pioneering technologies not only revolutionise the management of pre- and post-probate challenges but also redefine the standard for efficiency and convenience. With a steadfast commitment to excellence, our comprehensive suite of services caters to the diverse needs of consumers and professionals, providing unparalleled support at every stage of the process. We empower our clients with cutting-edge tools, whether it’s navigating the complexities of estate management or facilitating the final settlement.

For more information please visit: www.estate-registry.co.uk

 

Best Place to Work

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FSL Finance is a leading financial services company offering innovative lending for the consumer in the later life environment.

Focused on empowering individuals and businesses within legal services through education giving choice for the consumer on how to pay for the services and advice offered. FSL Finance provides a comprehensive range of products to cover estate planning, probate funding and some soon to come market leading products.

With a strong commitment to customer satisfaction, the company employs advanced technology  to deliver financial strategies. The team at FSL Finance emphasizes transparency and bespoke service, ensuring clients achieve their planning requirements

For more information please visit: www.funeralsafe.co.uk 

Legal Supplier of the Year

At CILEX we offer a flexible and accessible route into the legal profession, providing aspiring lawyers and legal professionals with the practical skills employers need.

We’re proud to help thousands of people a year advance their legal careers through our qualifications and professional membership, and work closely with organisations to help build effective legal teams with the skills they need now and for the future.

E: businessenquiry@cilex.org.uk

For more information please visit: www.cilex.org.uk

 

Supporters