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Private Client Section

Daphne Perry

Writing wrongs

12 February 2019

Daphne Perry offers some simple writing techniques to improve client service and business returns

craig ward 140x96

Protect and serveSubscription

12 February 2019

The GDPR aims to give the individual control over their personal data. So what happens when a beneficiary to a will or trust asks for disclosure of their data? Craig Ward considers what you can do, as a trustee or executor, to remain compliant but maintain client confidentiality

All Practice Management

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.

Property claims - hands reaching out towards a house

So you claimSubscription

12 February 2019

Tom Dumont rounds up the latest claims brought under the Inheritance (Provision for Family and Dependants) Act 1975, including by cohabitees, spouses and young children

All Family and Relationships

Daphne Perry

Writing wrongs

12 February 2019

Daphne Perry offers some simple writing techniques to improve client service and business returns

Burial

Burial rightsSubscription

12 February 2019

From organising a ‘green’ burial to handling family disputes over ashes, Amy Berry discusses some of the complex issues that can arise in the aftermath of a person’s death

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

Emily Travell

Lasting legacySubscription

6 November 2018

Emily Travell discusses her working life as a charity legacy officer

Duncan Wood

It begins at home?Subscription

7 August 2018

Building trust with charity legacy professionals, better Law Society leadership and tackling will-making misconceptions are all needed to encourage solicitors to discuss charitable giving with clients, according to a roundtable led by the Private Client Section. Duncan Wood reports

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