In this special Remember A Charity Week episode, Pippa Shepherd, COO at Arken, is joined by Lucinda Frostick, Director of Remember A Charity, and Amy Wallhead, Head of Private Client at Culver Law, to explore the power of gifts in Wills. Discover why legacy giving is simpler and more meaningful than many realise, how to start sensitive conversations with clients, and the surprising tax benefits that can help both families and charities. From record-breaking donations like Richard Cousins’ £41...
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In this special Remember A Charity Week episode, Pippa Shepherd, COO at Arken, is joined by Lucinda Frostick, Director of Remember A Charity, and Amy Wallhead, Head of Private Client at Culver Law, to explore the power of gifts in Wills. Discover why legacy giving is simpler and more meaningful than many realise, how to start sensitive conversations with clients, and the surprising tax benefits that can help both families and charities. From record-breaking donations like Richard Cousins’ £41...
In this special Remember A Charity Week episode, Pippa Shepherd, COO at Arken, is joined by Lucinda Frostick, Director of Remember A Charity, and Amy Wallhead, Head of Private Client at Culver Law, to explore the power of gifts in Wills. Discover why legacy giving is simpler and more meaningful than many realise, how to start sensitive conversations with clients, and the surprising tax benefits that can help both families and charities. From record-breaking donations like Richard Cousins’ £41...
To accompany our recent white paper - How Your Role is Evolving in the Digital Workspace, we have recorded this podcast where Pippa Shepherd, our Head of Customer Engagement, speaks with our new CEO, Anthony Philips, and our Head of Innovation and AI, John Black. They unpack the results, share additional context and explore real-world implications for firms navigating this shift. Tune in to hear discussion on: Why hybrid working remains a challenge despite strong demandHow AI is seen as...
Listen to this podcast to learn about the Great Wealth Transfer - what is it and what it means for the industry, supported by our recent survey findings: Are Today's Processes Fit for Tomorrow's Clients?
At Arken, our industry research has uncovered three ways in which we believe the Great Wealth Transfer will impact the estate planning market. These are: The rise of digital competitors Tomorrow’s clients – a new target audience Digital transformation Listen to our team run through the findings and discuss each challenge in detail.
In this podcast host David Opie (TWP) is joined by Arken.legal CEO Dave Newick. A “technologist” in an industry where technology adoption has traditionally been slow, Dave shares his thoughts on whether the private client is ready for a technology revolution, or whether it will be more of an evolution. Add in to the mix a host of wider demographic and economic considerations including the generational change occurring in legal services as long standing baby-boomers and Gen-X solic...
In this episode, Dave Newick, CEO of estate planning software specialist, Arken.legal, is joined by founder and CEO, Nick Cousins from Exizent - a cloud-based platform aiming to connect the data and services used by legal services firms, institutions, and executors to make managing the probate process easier. Nick begins by explaining his background and giving the reasons as to why he decided to build Exizent. They discuss how Arken.legal and Exizent’s partnership can help create some s...
In this episode, Dave Newick, CEO of estate planning software specialist, Arken.legal, is joined by CEO, Jonathan Barrett, and Clinical Director, Tim Farmer from Comentis – A Cognitive Assessment Engine. Dave and Tim begin by discussing matters effecting the estate planning industry, including trends happening in the mental capacity space; the move towards online assessments as a result of COVID-19 and trends in memory capacity in relation to demographics. They also examine where the in...
For 2021 Remember a Charity Week, Dave Newick interviews Rob Cope from Remember A Charity. Dave and Rob discuss the impact of COVID-19 on the charity sector and the perfect storm it has created as well as the role of Remember A Charity, the enormous amount of legacy giving in the UK, and what the future might look like in this area. They also discuss the opportunity that technology is playing and might play to assist with future legacy giving and how you can broach the s...
Arken.legal's Business Broadcasts explores business success and innovation in the estate planning sector. Episode 3: In this episode Dave speaks with Charlotte Lockhart, founder and CEO of 4 Day Week Global. A non for profit established by Charlotte Lockhart and Andrew Barnes to provide a platform for like-minded people who are interested in supporting the idea of the 4 day week as a part of the future of work. Charlotte is a business advocate, investor and philanthropist with mor...
Arken.legal's Business Broadcasts explores business success and innovation in the estate planning sector. Episode 2: Dave Newick, CEO of estate planning software specialist, Arken.legal, is joined by Samson Consulting's Nick Jervis. Nick is a former solicitor, but since 2003 has worked full time with legal service providers to grow their business’ fast. He is the author of the Amazon best selling book, The Law Firm Growth Formula, in which he shares his formula for growing a legal servi...
Arken.legal's Business Broadcasts explores business success and innovation in the estate planning sector. Episode 1: Dave Newick, CEO of estate planning software specialist, Arken.legal, is joined by Operations Director, Ian Peace, and Legal Services Director, Helen Claydon, from Simpler Law – one of the largest providers of private client legal services in the UK. During this first episode, Helen and Ian share with listeners how putting the client journey first during its first five y...
In this special Remember A Charity Week episode, Pippa Shepherd, COO at Arken, is joined by Lucinda Frostick, Director of Remember A Charity, and Amy Wallhead, Head of Private Client at Culver Law, to explore the power of gifts in Wills. Discover why legacy giving is simpler and more meaningful than many realise, how to start sensitive conversations with clients, and the surprising tax benefits that can help both families and charities. From record-breaking donations like Richard Cousins’ £41...
