Advice in Will about "proof of funds"

PeterE17

Marcon said:

OP, have a read of this which should answer your questions: https://www.lawsociety.org.uk/topics/anti-money-laundering/source-of-funds-clean-or-consistent-with-risk

Thanks Marcon, that explains the conveyancers' rationale. It also highlights that "Not everyone is efficient at keeping paperwork and the funds may have arisen some time ago" which is .the point of my post. 

This post https://forums.moneysavingexpert.com/discussion/6571506/cannot-satisfy-requirements-for-source-of-funds/p1 hints at what could happen if conveyancers start to ask questions.

Returning to my original point, which admittedly was rather badly phrased, will people here attempt to convey to their benficiaries the importance of keeping proof of source of funds, and, if so, how? 

user1977

PeterE17 said:

Marcon said:

OP, have a read of this which should answer your questions: https://www.lawsociety.org.uk/topics/anti-money-laundering/source-of-funds-clean-or-consistent-with-risk

Returning to my original point, which admittedly was rather badly phrased, will people here attempt to convey to their benficiaries the importance of keeping proof of source of funds, and, if so, how? 

Any advice they give now is (hopefully) going to be out of date by the time it's relevant, and requirements have changed in recent years. Not specifically an inheritance point anyway, we see other posts from people who have had to go back to their banks for reprints of statements etc where funds have been transferred between accounts.