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Private Client Section

July 2014

PS magazine cover July 2014

Jo Summers

Back to Basics: FATCA and UK trusts

16 July 2014Updated: 1 October 2014By

Jo Summers explains what FATCA is and its application to UK trusts

All Back to Basics

Features

Ann Stanyer

Forward planningSubscription

By

A recent case has highlighted the effectiveness of advance decisions and statements in ensuring an individual’s wishes for their care and welfare are respected if they lose capacity. Ann Stanyer explains how they work, and the implications of the case

Adam Boyle

The promised landSubscription

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Adam Boyle outlines the lessons to learn from the recent high-profile proprietory estoppel case of Davies v Davies

Richard Frimston

Recipe for successionSubscription

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The EU’s regulation on succession comes into force in just over a year. Richard Frimston explains what action practitioners need to take now where clients have EU assets, residence or domicile

Enrol with the punches

Enrol with the punchesSubscription

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Clients who employ care or support staff directly will have pension obligations under the new auto-enrolment scheme, and professional deputies have a key role in advising them on compliance. Jane Bennett and Sean McSweeney explain

Philip Evans

Handle with careSubscription

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The Care Act 2014 has received royal assent and will come into force in October. Philip Evans explains some of the key provisions on care funding and local authorities’ duties, and their impact on private clients and their advisers

An expensive lesson image

An expensive lessonSubscription

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Recent years have seen private school and university fees rocket, and private client practitioners are more likely than ever to be asked by clients, whether parents or grandparents, for advice on tax-efficient fees planning. Mark Brownridge offers some tips

Jo Summers

Back to Basics: FATCA and UK trusts

By

Jo Summers explains what FATCA is and its application to UK trusts

Tied up in knots image

Tied up in knotsSubscription

By

Mark Harper provides an update on pre- and post-nuptial agreements, including recent case law, the Law Commission’s proposals, and issues relating to international couples or those with assets abroad

Adam Draper

Pullan apartSubscription

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The recent case of Pullan v Wilson reiterates the importance of ensuring that professional trustees’ fees are reasonable. Adam Draper examines the case, and the lessons to learn for solicitor trustees

Conspicuous Consumption

Conspicuous consumptionSubscription

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New consumer contracts legislation introduced in June needs to be addressed in all solicitors firms’ terms of business and client care letters. Ian Bond and Helen Clarke outline the implications for private client practitioners

Simon Leney

All is forfeitSubscription

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Simon Leney looks at the implications of the Forfeiture Act for mercy killings

Benefits of Membership*

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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.

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