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Private Client Section

Free drafting documents - pen dripping ink onto person holding umbrella

The write approachSubscription

14 May 2019

Alexandra Rogers and Robert Marshall present a best practice guide to free-drafting documents yourself

Andrew Graves

Winning waysSubscription

14 May 2019

Cheshire firm Rowlinsons Solicitors took home the 2018 Excellence Award for Private Client Practice. Andrew Graves and Donna Eland explain the secrets of their success

All Practice Management

Julian Hall

Emotional rescueSubscription

14 May 2019

Private client practice can take its toll. Warring families, watching clients succumb to ill health and, of course, death are all parts of the job. Julian Hall explains how you can build your emotional resilience to better manage times of stress

couple

Probate fees and civil partnershipsSubscription

15 April 2019

In something of a mixed bag this month, Lesley King comments on the introduction of civil partnerships for opposite-sex couples and the latest news on probate fees.

All Family and Relationships

Paperwork

Statement of truth: common errors to avoid

29 May 2019

HMCTS has provided a list of common errors it has found in statement of truth applications.

Capital gains tax - hands holding scythe in shapre of pound sign (£)

Pain and gainSubscription

14 May 2019

Alex Wavell looks at the income tax and capital gains tax issues which executors, or their advisers, will often face when administering the estate of a deceased person

All Estate Administration

Justin Rourke

Opting outSubscription

7 August 2018

Demand to transfer out of defined benefit pensions is hitting new highs. While the reasons for this are clear, are clients truly aware of the risks involved, asks Justin Rourke

letter

LPA refund scheme: precedent letter available for downloadSubscription

21 February 2018

The Ministry of Justice has launched a scheme to refund those who may have paid more than they should for applying to register powers of attorney. The Private Client Section has prepared a precedent letter that members can send to their clients informing them of the scheme and the steps they can take to obtain a refund.

All Benefits and Allowances

New message alert

Charity still waiting for clarity on bequest alerts

5 June 2019

Charities still do not know how they will receive bequest alerts after the government ends its arrangement with a private legacy notification provider in July 2019.

Emily Travell

Lasting legacySubscription

6 November 2018

Emily Travell discusses her working life as a charity legacy officer

All Charities

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