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Private Client Section

The Private Section covers wills and probate, estate administration, elderly client, mental capacity, trusts and tax and estate planning. We also cover other areas as they relate to private client law and practice, from practice management in private client firms to charity law, and from state benefits to international law and practice

Charlotte Pisuto

Cash backSubscription

15 May 2018

Charlotte Pisuto addresses the practical implications of obtaining a refund for a registered enduring or lasting power of attorney from the Office of the Public Guardian

elderly hands

Deprivation of liberty safeguards to be reformed

23 March 2018

Legislation will be brought forward to reform safeguards covering people detained under the Mental Capacity Act 2005, the government has announced, accepting several recommendations made by the Law Commission.

All Mental Capacity

wales flag

Calling our Welsh members - accountants and probate work

21 June 2018

We’re looking to hear from our Welsh members if they have seen a rise in accountants moving into probate work.

tax scrabble tiles 84x84

Law Society responds to OTS review of inheritance tax

15 June 2018

The Law Society has responded to the Office of Tax Simplification’s Inheritance Tax Review. 

All Wills and Probate

Charlotte Pisuto

Cash backSubscription

15 May 2018

Charlotte Pisuto addresses the practical implications of obtaining a refund for a registered enduring or lasting power of attorney from the Office of the Public Guardian

Fiona Heald

Under reviewSubscription

15 May 2018

Private Client Section committee chair Fiona Heald reviews a new title on the financial abuse of the elderly

All Elderly Client

tax

RTC: are you ready for the September deadline?Subscription

16 July 2018

A new legal obligation, the ‘requirement to correct’ (the RTC) requires taxpayers with outstanding offshore tax non-compliance to correct the position before 30 September 2018. Stuart Adams explains what action you need to take.

survey

Non-dom reforms: Offshore trustees survey

25 June 2018

We invite off-shore trustees to complete a brief survey to help identify potential issues with proposed changes to offshore trusts.

All Tax and Estate Planning

signing pen signature

Payne in the probate: witness signatures and unauthorised withdrawalsSubscription

13 June 2018

This month Roman Kubiak looks at an appeal where a will was upheld despite lacking witness signatures and a case where an attorney has been ordered to account for unauthorised payments from their father’s estate.

Roman-Kubiak-new-black-and-white

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.

All Contentious Probate

survey

Non-dom reforms: Offshore trustees survey

25 June 2018

We invite off-shore trustees to complete a brief survey to help identify potential issues with proposed changes to offshore trusts.

tax evasion

New draft guidance on Finance (No 2) Act 2017

10 April 2018

New draft guidance has been published to assist those advising non-UK domiciled clients on the important tax changes introduced by the Finance (No 2) Act 2017.

All Trusts

Benefits of Membership*

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

Join today