With private equity funding fuelling the UK legal services market the Today's Wills and Probate podcast welcomes one of the latest additions to the cohort, Vault Private Client, to the podcast.

Vault is the newest practice within the Beyond Law Group; a private equity backed legal services firm which describes itself as 'a disruptive, non-traditional law firm that builds and manages specialist practices, each operating independently within a central infrastructure and a people-focused culture.'

Podcast host David Opie is joined by Russell Kaminski, Partner at Vault, and Lucy Cresswell, Associate, who share the story of the launch of Vault and how it fits into Beyond’s ambitious growth model.

Russell's own background is Manchester based, having been at Brabners and JMW prior to leading Vault. His focus has always been advising high‑net‑worth individuals, business owners, and families on succession planning and estate matters. Lucy describes her progression from an admin role at JMW to qualifying as a solicitor with extensive experience in probate, estate administration, and inheritance tax planning.

The conversation explores why Beyond Law Group identified private client services as a natural extension to its corporate, family, and property practices. With strong demand in the North West, the firm says it makes it their mission to make estate planning an opportunity rather than a burden. They highlight the importance of regulated, holistic advice that protects assets, mitigates tax, and avoids disputes.

The model is collaborative. Clients benefit from a trusted network of accountants, wealth managers, and other advisors, ensuring joined‑up solutions. Private equity backing gives the team freedom to build long‑term relationships rather than chase short‑term wins.

Culture is another theme. Beyond prides itself on being supportive, entrepreneurial, and people‑focused. Staff at every level are encouraged to contribute ideas and shape the firm’s direction.

The podcast finishes exploring the importance of business development and the role on and offline presence plays in the success of legal services. Vault's ambition is clear: to become the leading boutique private client law firm in the UK.

The Today's Wills and Probate podcast is available on your preferred podcast provider, and at www.todayswillsandprobate.co.uk. Subscribe today to hear all the latest news and views across the wills and probate sector.

Thank you to our podcast sponsors LEAP Estates, VacantC Legal Recruitment

To what extent do women feel as though there is a glass ceiling in law and how can we overcome that? That is the question posed in the latest episode of the Today’s Wills and Probate podcast, as host David Opie sits down with Cara Doyle and Katie Howard from JMW Solicitors to explore gender equality in the legal profession.

Cara is a solicitor in the firm’s private wealth team, advising clients on wills, trusts, probate, and charitable structures. Katie is a partner in the family team, specialising in divorce, financial settlements, and protective orders. Their work often overlaps, offering clients a holistic approach to life’s most sensitive legal matters.

The conversation begins with personal stories and how Katie and Cara each enter the legal professions... neither of their journey's is straight forward and both reflect on the state of gender equality in law. While neither has faced overt discrimination, they acknowledge structural issues in employment, particularly around parental leave and the gender pay gap.

There has been progress, with post-COVID flexibility helping to level the playing field, but more progress is needed.

The discussion also explores the value of women-focused initiatives like Women in Wills. Initially sceptical, Cara found the experience empowering. Katie highlighted how women-only networking events can offer a more inclusive space, especially in male-dominated sectors.

Looking ahead, Cara is pursuing STEP accreditation and expanding JMW’s presence in Leeds. Katie is focused on mentoring junior colleagues and championing diverse routes into law.

Their message is clear: representation matters, and with the right support, women in law can thrive.

The Today's Wills and Probate podcast is available on your preferred podcast provider, and at www.todayswillsandprobate.co.uk. Subscribe today to hear all the latest news and views across the wills and probate sector.

Thank you to our podcast sponsor VacantC Legal Recruitment

As more than half of lawyers say they anticipate leaving their role within the next five years because of poor mental health and wellbeing, the latest Today's Wills and Probate Podcast tackles the issue head on with a wide ranging discussion on what organisations can do to protect their staff.

Joining the podcast are Trish McLellan and Niamh Warnock of LawCare; a mental health and wellbeing charity focused on the legal services sector. It has published the results of its survey into the wellbeing of those working across legal services; with concerning results.

Alongside the half of lawyers who said they anticipates leaving their role in the next 5 years, a third said they anticipated leaving the legal sector completely. The normalisation of overworking plays a sizeable role in high levels of burnout and anxiety undermining mental health and wellbeing. 79% of respondents said they regularly work beyond their contracted hours, with nearly 10% saying they worked 21 or more hours.

Half of respondents said they had experienced anxiety either often, very often, or all of the time over the last 12 months.

All of which suggests the sector faces a 'turning point' with both Trish and Niamh keen to point out there are things organisations can do proactively to support staff and tackle the nearly two thirds of workers who consider their mental health to be ‘poor’.

"What’s needed is strong leadership and the commitment to put them in place" said LawCare CEO Elizabeth Rimmer.

There are clear, practical steps that can be taken right now and outlined in the report that lead to a healthier sector, including actively managing workloads to prevent burnout, embedding flexible and hybrid working practices that recognise and support diverse needs and evaluating workplace mental health and wellbeing initiatives to ensure they deliver real impact - equipping people coming into the profession to help them have a sustainable career in law.

The case has been made; we don’t need more evidence. It is time to move on from discussing the problems to implementing solutions.

Read Life in the Law 2025 here on the LawCare website.

The Today's Wills and Probate podcast is available on your preferred podcast provider, and at www.todayswillsandprobate.co.uk. Subscribe today to hear all the latest news and views across the wills and probate sector.

Thank you to our podcast sponsor VacantC Legal Recruitment

The latest episode of the Today's Wills and Probate Podcast, takes a musical tur as host David Opie welcomes John Heavens, CEO of Your Legacy Solutions - and a professional jazz musician. John shares with David his background and how the worlds came to collide; and how he manages to balance his two professions.

By day, he leads a tech-driven estate planning firm. By night, he’s a signed vocalist and flautist with a London jazz and blues label. His musical roots run deep, with a family history steeped in performance, including a great-great-grandfather who played organ at Melbourne Cathedral.

The conversation explores how John manages his time and works with those around him. Discipline, organisation, and a strong support team are key... with practice at 5.30am part of his daily ritual.

John reflects on the parallels between music and estate planning. Both require structure, precision, and creativity. He discusses the mathematical nature of music theory and how it complements analytical thinking in business.

Technology plays a central role in John’s work. Legacy Solutions is nearly paperless, with systems built by co-director Andrew Cooper. AI is used cautiously for marketing, but John remains curious - and slightly wary - about its growing influence in both estate planning and the music industry.

The podcast also touches on the realities of being a professional musician. Beyond the glamour lies obsessive discipline, years of training, and a commitment to craft. John’s upcoming album, 90 Minutes from New York to Paris, launches on vinyl in May 2026 at the World Heartbeat Music Academy.

It’s a compelling listen for anyone interested in creativity, business, and the evolving role of technology in both. You can find more at johnheavens.com.

The Today's Wills and Probate podcast is available on your preferred podcast provider, and at www.todayswillsandprobate.co.uk. Subscribe today to hear all the latest news and views across the wills and probate sector.

Thank you to our podcast sponsor VacantC Legal Recruitment

The probate industry is under increasing pressure to demonstrate practitioners have acted in the best interest of the estate, particularly as beneficiaries become more financially dependent on inheritances.

The Probate Registry has done much to ease the pain of delays and now private enterprise is playing its part in helping law firms and probate professionals remain on the right side of compliance.

Enter Darren Leggett, Co-Founder and Co-Managing Director of Property Ladder Group (PLG) who joins the latest Today's Wills and Probate Podcast to discus how the organisation is geared not just to to support families but also enhance the professional capabilities of legal practitioners.

Increasing regulatory pressures, mitigating risk, complying with SRA guidelines and providing documented evidence for decisions are all part of the job familiar to probate professionals; particularly when facing scrutiny from beneficiaries or charitable organisations. Darren outlines how evidence-based reporting protects firms from claims and aligns with SRA guidelines when valuing property, emphasising the importance of documentation and transparency, especially in light of rising claims against law firms for undervaluing estates.

It's a concept Darren describes as “unregulated compliance”, a term coined to describe PLG’s commitment to maintaining high standards in an otherwise unregulated part of the probate process.

He shares his own journey and experiences which led to the founding of PLG, a full-service probate property solution, which provides solicitors, executors, and beneficiaries with everything from valuations and sales to garden maintenance, lock changes, and chattel clearance.

The Today's Wills and Probate podcast is available on your preferred podcast provider, and at www.todayswillsandprobate.co.uk. Subscribe today to hear all the latest news and views across the wills and probate sector.

Thank you to our podcast sponsor VacantC Legal Recruitment

In this episode of the Today’s Wills and Probate podcast, host David Opie is joined by Elka Goldstein, founder of Sort & Store, to explore how estate clearance is being reimagined for one of probate’s most emotionally fraught tasks: clearing a loved one’s home.

Sort and Store has taken the traditional house clearing process and introduced a digital element, documenting and cataloguing every item into a private online catalogue. Everything is then relocated to a secure warehouse and placed in storage. Families can browse, select, and decide what to keep, donate, or sell - in their own time, and from anywhere in the world.

The benefits, explains Elka, include giving families that time and space to grieve and decide what they want to do, rather than rushing them to make decisions under pressure. This approach not only eases emotional strain but also reduces conflict. With high-resolution images and item-level transparency, executors and probate professionals gain a clear record of estate contents—minimising disputes and supporting smoother administration. The platform’s categorisation tools and dropdown actions make it easy to coordinate decisions across families and professionals alike.

Elka also touches on the social impact of the service, from reducing landfill waste to partnering with charities that rehome donated items.

The Today's Wills and Probate podcast is available on your preferred podcast provider, and at www.todayswillsandprobate.co.uk. Subscribe today to hear all the latest news and views across the wills and probate sector.

Thank you to our podcast sponsor VacantC Legal Recruitment

In this episode of Today’s Wills and Probate, host David Opie welcomes Dan Baines, Founder and CEO of Advanced Inheritance, for a deep dive into the growing role of probate lending in modern estate administration. With delays in probate often leaving beneficiaries in financial limbo, organisations like Advanced Inheritance now offer a regulated, consumer-first solution designed to ease the provide reassurance to families.

The conversation explores two key areas of innovation in this space; lending which allows beneficiaries to access funds early from an estate before the grant of probate, and access to funding to help executors manage upfront costs including inheritance tax. Both are structured to protect consumers—no personal liability, capped interest, and repayment only once the estate is settled.

Dan explains how the business was founded on key principles, embracing FCA regulation and providing bereavement training to frontline staff. He is also aware of the responsibility lenders have to consumers, particularly those who are vulnerable, and explains how the focus is on empowering informed choices during a difficult time; providing access to budgeting tools for example to ensure support is offered responsibly and transparently.

The podcast provides practical insight into how financial innovation can complement traditional probate services for legal professionals, estate planners, and will writers—delivering empathy, flexibility, and real-world impact.

The Today's Wills and Probate podcast is available on your preferred podcast provider, and at www.todayswillsandprobate.co.uk. Subscribe today to hear all the latest news and views across the wills and probate sector.

Thank you to our podcast sponsor VacantC Legal Recruitment

This episode of the Today’s Wills and Probate Podcast is hosted by David Opie and features Lucinda Frostick, Director of Remember A Charity, and Meg Edwards, a solicitor specialising in trusts and estates disputes at Shakespeare Martineau. Their discussion centres on legacy giving, inheritance tax, and the importance of clear communication between advisors and clients.

Lucinda introduces Remember A Charity’s mission to encourage charitable bequests through a consortium of 200 member charities. She highlights positive trends in professional advisors raising legacy giving with clients.

Meg outlines the impact of frozen inheritance tax thresholds and pension changes, warning that more estates will become taxable by 2030. She explains how legacy gifts can reduce tax liability and why charitable bequests offer both practical and emotional benefits.

Together, they explore the disconnect between intention and action in charitable giving. Despite growing interest, too few people formalise their wishes in a will. Lucinda emphasises the role of advisors in bridging that gap by simply starting the conversation.

Meg offers best practice advice including the use of backstop beneficiaries, maintaining detailed file notes, and discussing the importance of setting expectations with loved ones.

Remember a Charity Week runs from 8–14 September 2025.

Charities, professional advisers and partners wishing to get involved in this year’s awareness week are encouraged to register their interest before 15th August 2025 at info@rememberacharity.org.uk.

Find out more online at: rememberacharity.org.uk/RACWeek

The Today's Wills and Probate podcast is available on your preferred podcast provider, and at www.todayswillsandprobate.co.uk. Subscribe today to hear all the latest news and views across the wills and probate sector.

Thank you to our podcast sponsor VacantC Legal Recruitment