Co-founder, Collaborative Conveyancing
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. Karen co-founded Collaborative Conveyancing in 2022.
David Baskerville MBA
Director and Lead Consultant, Baskerville Drummond Consulting Ltd
Director General, The Society of Will Writers
Partner, Irwin Mitchell LLP
Simon Brimage FSWW
Director, Wills and Trusts UK (WaTUK)
He currently holds the position of Vice Chairman of the Professional Standards Board (PSB), whose role is to raise standards and improve industry practices, benefiting both consumers and advisers.
Running a busy practice and holding the position of management consultant for a number of companies, he understands what you have to do tactically, and how to have strategic conversations, in business. Simon’s no-nonsense approach sees to the heart of complex problems quickly, helping business owners put together strategies that compliment their personal, and their family’s, estate planning needs.
Simon’s wealth of experience across many business sectors, has led to him becoming a Parliamentary Adviser within the House of Lords, where he provides valuable industry and business insights and advice across a broad range of subjects and spheres. Personal relationships are at the heart of the business which is underpinned by Wills and Trusts UK’s values of honesty, empathy, privacy, excellence and social responsibility.
Managing Director, Right Legal Group
Sue Carter MBA
Strategic Consultant, Consult Sue Carter Ltd
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.
Founder & CEO, Keylu
Solicitor & Managing Director, Emmersons Solicitors
Jacqueline is the Managing Director of Emmersons Solicitors Ltd which she founded 25 years ago. Based in the North East of England the firm represents 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 by way of training Dementia Friends.
Jacqueline is President of Sunderland Law Society and in this role has brought together the local university, Sunderland BID, charities and sponsors. She is the Honorary Counsel for SSAFA in Newcastle. She won the inaugural Wearside Women in Business Lifetime Achievement Award. She holds a diploma in Leadership Management.
Jacqueline lectures to charities, businesses and the financial sector in relation to the needs of elderly clients. She has launched Slow Shopping in conjunction with Gosforth Dementia Alliance. She regularly writes articles for the press as well as being called upon for legal commentary by numerous radio stations.
Partner, Hugh James
Eleanor is a Partner and Head of the Trusts and Estates Administration Department in Hugh James. Her team acts for private individuals, financial institutions and trust corporations. She joined Hugh James, a top 100 law firm, in 2004 as a trainee solicitor, becoming a Partner in 2014. 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.
Director, Remember A Charity
Partner and Head of Private Client and Court of Protection, Giles Wilson Law Limited
You may have seen Melinda offering expert advice on The Martin Lewis Show, BBC Radio 4 Money Box Live and Sky News, or checked out her frequent appearances on local radio and podcasts.
Melinda also acts as the representative for Private Client solicitors on The Law Society Council, sits on the Wills & Equity Policy Committee, and is an Accredited Member of Solicitors for the Elderly.
Director of Business Development, The Cashroom
Founding Partner, Private Client Solicitors
CEO, Institute of Legacy Management
Chief Executive, Institute of Paralegals
Rita Leat is the Chief Executive of the Institute of Paralegals and a founder and Managing Director of the overarching voluntary regulator for Paralegals, the PPR. The Institute provides the competency standards for Paralegals and has the largest on-line platform for the sector. With over 30 years’ experience in the Paralegal sector, representing the interests of Paralegals Nationally, Rita has become known as the Chief Executive of All Things Paralegal.
Head of Private Client, Taylor Rose MW
Chief Executive Officer, 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 2021 and 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. As the CEO of the Arken Group, including Arken.legal, Footprint and Estgro, and a background in founding and leading technology firms, Dave has over 25 years’ experience in the technology industry. He is passionate about the opportunities brought by combining legal expertise with digital capability.
Clive Ponder FIMMM. TEP
Director, CTT Group
Head of Equiniti Benefactor
Legal Marketer and Founder, Legal Growth
Co-Founder and Managing Director, Exizent
Aleks is an experienced and energetic business executive with a strong track record of successful business innovation through technology.
Prior to Exizent, Aleks was an independent consultant advising on growth and technology. Before this he was Founder and CEO at Arum, a specialist technology advisory and transformation business with a software development arm – a business he sold successfully in 2017.
Aleks is a member of the LawScotTech Advisory Board, FinTech Scotland SME Advisory Board and, as a business angel, an investor in early stage businesses with growth potential.
He lives in Edinburgh with his wife and three school age children.
Based in the UK, and working as far afield as Iraq, Julie has spent the last 25 years supporting organisations to strengthen their leadership capability, manage organisational change, and secure funding for their research, innovation and commercial growth.
In February 2020, following a personal loss, she co-founded an automated bereavement notification platform (Settld) with her daughter and is delighted to have supported Settld to fundraise, build a strong team and achieve award-winning status.
Trevor Worth MBA TEP
MD & Founder, Portcullis Legals and current British Wills & Probate Industry Champion
Trevor has also sat on the Advisory Panel of the Legal Services Board in London and was elected as the Chair of The BEST Foundation in 2022. He also provides consultancy services to a number of law and financial services firms. Trevor is qualified to the worldwide gold standard for Trust and Estate Practitioners with full STEP qualifications and is seen as a legal innovator. He actively supports local causes and charities in our community, in addition to investing in and mentoring young entrepreneurs.
In January 2019 Trevor introduced the 4 Day Week to Portcullis and by increasing salaries at the same time, became the first company in the world to do so. One newspaper labelled him “The Best Boss Ever!” and he continues to provide advice and consultancy services on flexible working to businesses of all size.