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Private Client Section

Leading commentators Lesley King and Roman Kubiak analyse the most important cases, legislation and practice updates and provides a concise summary of the issues in practice


Be reasonable: estate admin fees and financial provision for cohabitantsSubscription

12 April 2018

This month, Roman Kubiak looks at a case where beneficiaries of an estate challenged the reasonableness of fees incurred by executors in instructing two different firms, and a recent claim by an elderly cohabitee for reasonable financial provision who was awarded an outright transfer of property and capital lump sum.

private client

Notifiable arrangements under DOTASSubscription

3 April 2018By

Lesley King discusses the conditions which need to be met for notifiable arrangements.

tax evasion

New ISA and DOTAS regulations on the waySubscription

14 March 2018By

Lesley King dissects new regulations on ISAs and the disclosure of tax avoidance schemes.


Contentious probate update: Recovering trust property, establishing paternity, and testamentary capacity Subscription

9 March 2018By

This month, Roman Kubiak analyses Burnden Holdings v Fielding, Nield-Moir v Freeman and James v James.

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Private Client Section renewals

The Private Client Section will provide you with support, advice, networking opportunities and enable the sharing of best practice with peers.

The current< Section Engagement programme has been created in consultation with the Section Advisory Committee and will focus on key issues including:

  • NRB Changes
  • LPA Changes
  • Digital Assets
  • Cross Border Tax
  • IPFDA Cases
  • Care Act
  • Elderly Client
  • HMRC Disputes
  • Inheritance Tax
  • Trusts
  • Estate Administration
  • Capital Gains Tax

These issues will be addressed through a range of activities including: Workshops, Seminars, Conferences, Webinars, Website, E-newsletters, Magazines and a LinkedIn Group.

*See Section terms and conditions

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