The conference is aimed at solicitors who specialise in private client work and elderly client issues.
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The Mental Capacity Act Deprivation of Liberty Safeguards have been in force for some time, but there is still some uncertainty in relation to their application. Alexis Hearnden outlines the key facts the non-specialist practitioner needs to know.
Angela Johnson from the Office of the Public Guardian explains how to spot the signs of elder abuse
Jo Summers addresses the key taxation issues trustees must be aware of when winding up a trust
Philip Giles explains how private client, property and family departments can best work together when advising co-habitees
Jenny Cutts and Rosie Schumm provide a guide to advising wealthy clients on protecting family assets
Grania Langdon-Down explores competition in the probate market
Removing a fellow professional fiduciary
Charles Holbech discusses some recent cases that provide useful guidance on the scope of trustees’ duties
Julia Hardy and Fiona Lawrence explain the issues around joint bank accounts after one of the account-holders dies
Jo Summers explains the UK’s current position on tax compliance, and what advice you need to give your clients
Michael Hodin, executive director of the Global Coalition on Aging, talks about our ageing population
Sarah Playforth looks at the purchase of a home for someone who lacks mental capacity
Ian Cooper outlines three simple steps for building your private client business
Philip D’Arcy looks at the court’s powers to remove a trustee or personal representative
Bethan Harris and Beatrice Prevatt provide a detailed guide to Care Act 2014
Simon Taube QC examines the conflict between the ‘golden rule’ and the solicitor’s duty to execute the will in a reasonable time
Jordan Holland and Sam Chandler look at the rise of will forgery, and the lessons to learn for practitioners
Jo Summers explains what FATCA is and its application to UK trusts
Tina Riches outlines the changes affecting private clients in the 2014 Budget
Patricia Wass looks at the impact of new guidance aimed at increasing transparency in the Court of Protection
This webinar provides guidance on how private client firms can grow their profits and client base while also complying with the regulators direction on pricing transparency.
This April seminar will include information on the budget
A new corporate criminal offence of failing to prevent the facilitation of tax evasion comes into force on 30 September - yet many still seem not to know about it. In advance of a longer article in the November edition of PS, Stuart Adams explains why private client practitioners must sit up and pay attention.