Karen has over 25 years’ experience in the legal, property and mortgage market. She has worked in several senior management positions which include three conveyancing panel management companies. Following the sale of Easier2move in 2010 (which Karen co-founded) to My Home Move (now Simplify), Karen took up the role of Corporate Sales Director.
Until recently, Karen was an owner and Director of Lawyer Checker, a company which provides risk management products to law firms.
Karen also co-founded Solve Legal, now known as Today’s Media, which incorporates three leading legal publications. Solve Legal introduced the British Wills and Probate Awards in addition to the British Conveyancing Awards which are now highly regarded in the legal sector calendar.
David Baskerville MBA
Director and Lead Consultant, Baskerville Drummond Consulting Ltd
In 2011 David founded Baskerville Drummond to provide strategic advice and hands-on guidance to UK law firms. He has become the ‘go-to’ man for system selection, implementation and optimisation projects, and was an early pioneer of the ‘fractional IT director’ and ‘critical friend’ roles.
David has long specialised in complex IT projects, such as mergers and demergers, and for turning-around failing practice management systems or other challenging technology situations; a growing area in the Cloud era is helping firms address or move away from poorly performing outsourced hosting or support arrangements.
Director General, The Society of Will Writers
Anthony Belcher is a director of The Society of Will Writers and has in his time there developed and managed relationships with its members as well as industry bodies, partners, and the public. Through the SWW, Anthony’s media background has helped breathe life into the will writing profession, in turn helping to grow and develop the SWW into the leading independent body representing estate planning professionals. Through providing access to services, training and guidance for its members and partners, as well as vital consumer advice for the public, the SWW under Anthony’s leadership continues to champion the importance of all things wills and estate planning.
Director and Head of Wills & Estates, Thursfields Solicitors
Ian Bond is director and head of Wills & Estates at Thursfields Solicitors as well as a member (and former Chair) of the Law Society of England & Wales’ Wills and Equity Committee. Ian is a contributor to the Law Society publication ‘The Probate Practitioners Handbook’; the 9th edition of which was published earlier in 2021. Ian champions the use of technology in the legal sector for the benefit of professionals and their clients; you can follow him on twitter @ianbondtep.
Managing Director, Right Legal Group
Carrie is one of the co-founders and the Managing Director of Right Legal Group Limited, a private client focused ABS established in 2014. Recognised for its forward thinking, innovative and commercial approach, RLG collaborates with law firms across the country to deliver its unique service called rightwill. With a background in business management and finance working in both hospitality and the charity sectors prior to the launch of Right Legal Group, Carrie has led the development of RLG’s impressive infrastructure built upon firm business principles, putting staff development and client experience at the heart of its operation.
Sue Carter MBA
Strategic Consultant, Consult Sue Carter Ltd
After 40 years working in the banking and professional services sectors, I set up my own consultancy business, Consult Sue Carter Ltd, in January this year. During my banking career, I spent over 30 years advising law firms in areas including succession planning, mergers, acquisitions and disposals, coping strategies, funding solutions and balance sheet restructuring. I have a reputation for being a serious thinker about the legal sector and its future. Previously held a senior leadership role as UK Head of Professional Services Sector at Clydesdale Bank PLC and led a team of 28 sector experts across the UK. In 2008, I achieved an MBA in Legal Practice Management and since 2015 have held a voluntary position as a lay Member on the Law Society of Scotland Council. In February 2021, appointed as a Non-Executive Director at Switalskis Solicitors, where I am involved in the group’s financial management and performance, as well as wider business strategy and planning.
Director, JC Independent Wills & Probate
Jane qualified as a solicitor over 20 years ago. Jane is on a mission to raise awareness that marriage cancels Wills. Her personal story fuels her professional purpose. Jane has been published in The Telegraph, the Law Society Gazette and The Law Society. Jane is a member of the Law Society Private Client Section.
Technical Counsel, STEP
Emily Deane TEP is Technical Counsel & Head of Government Affairs at STEP. She has practised as a private client and trust solicitor in the UK, Bermuda and the Cayman Islands specialising in all aspects of the private client industry including wills, property, tax planning, estate administration, onshore and offshore trusts and litigation. She joined STEP in 2016 and leads the policy team informing public policy in relation to trust and estate related issues.
Solicitor & Managing Director, Emmersons Solicitors
Jacqueline is the Managing Director of Emmersons Solicitors Ltd which is based in the North East of England; they represent clients nationally and internationally. Jacqueline leads a team of award winning Private Client Lawyers. As a team they are interested in helping clients who often have no one else to support them. Emmersons are also heavily involved in their local communities having trained as Dementia Friends. They are also members of Solicitors For The Elderly.
Partner, Hugh James
Eleanor is a STEP member and on the committee of the STEP Wales branch, organising training events. She has published articles and been quoted in the national press, and has spoken on national radio and podcasts. She is recognised as a leading individual in the Chambers HNW and Legal 500 directories, where she is praised for her “excellent technical knowledge” and “strong leadership.
Expert in Outsourced Legal Cashiering
Founding Partner, Private Client Solicitors
Tasnim is the founding Partner of ‘Private Client Solicitors’, which is one of the largest boutique practices in the North West. Tasnim has been acting for private clients since 2005 and prides herself with offering specialist legal advice to clients from all walks of life. Tasnim has ranked highly in Chambers & Partners (HNW edition) and Legal 500. As an entrepreneur and working mother, Tasnim is keen to give back to the profession. As such, Tasnim sits on Manchester Law Society’s ‘Private Client Committee’ alongside other esteemed colleagues and acts a mentor to members of the profession.
CEO, Institute of Legacy Management
Chief Executive, Institute of Paralegals
Managing Director, Property Solutions Group
Barry is a seasoned property specialist in the probate and wills, new build and second hand homes markets and headline sponsors of the British Wills and Probate Awards 2022.
Experienced in forming and leading businesses Barry is passionate about providing property solutions to non-traditional markets and in building effective teams with strong technical expertise and friendly customer service.
Always happy to learn Barry is very much looking forward to being part of the judging panel and seeing the hard work, ideas and problem solving of so many in the wills and probate sector.
Dave has extensive experience in transforming and supporting the legal sector with digital solutions. He’s led multiple, successful companies including Global Attract and Experis Ltd and founded IT Futures. In total, Dave has over 25 years’ experience in the technology industry and is passionate about the opportunities brought by combining legal expertise with digital capability.
Clive Ponder TEP
Director, CTT Group
Clive is the founder of CTT Group, a leading multi-disciplinary support system for the UK’s Professional Adviser community. With almost two decades of expertise, CTT Group has developed a forward-thinking approach to will writing, employing bespoke software to provide an unrivalled service to clients.
Clive has worked in the Will Writing sector for more than two decades, after a very successful career as a mining engineer. In this time, he has become a full member (TEP) of STEP, the leading international association for Wills, Trusts, and Estate practitioners, as well as being appointed to the Leaders Council of Great Britain and Northern Ireland.
Clive is also the founder and owner of the following companies: Countrywide Tax and Trust Corporation Ltd, CTT Accountancy, CTT Private Client and CTT Law, an SRA Regulated firm and strategic partner to CTT Group.
Head of Equiniti Benefactor
Stuart is also Executive Sponsor of Equiniti’s Vulnerable Customer Community, supporting Equiniti’s Head of Customer Accessibility & Inclusion and colleagues to develop and deliver Vulnerable Customer policies and services, Improving the experiences and outcomes for vulnerable customers across the group. During his time in this role he has worked with Money Advice Trust, The LRSA, Cruise Bereavement Care, UKFinance and others to contribute to the debate on improving vulnerable and bereaved customer services.
Legal Marketer and Founder, Legal Growth
Chief Executive, Solicitors For The Elderly
Trevor Worth MBA TEP
MD & Founder, Portcullis Legals
Having run my own legal services practice for 27 years in the south west with a focus on succession planning for families and businesses, the need for innovation and the highest standards of qualifications has never been greater in order to differentiate between firms.
I am currently investing in and developing a number of collaborative new business models in the legal, education and sustainability sectors with partnerships including educational institutions, NGO’s and charitable organisations.