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Private Client Section

March 2014

PS magazine cover March 2014

Timothy Gibbons

Back to basics 31: Family home-sharingSubscription

11 March 2014Updated: 4 October 2014By

Timothy Gibbons considers the legal positions of inter-generational home-sharers, to identify the possible dangers and disadvantages of home-sharing, the extent to which these issues can be overcome by professional advice, and the value of various kinds of legal arrangement

All Back to Basics

Features

Simon Leney

Times are changingSubscription

By

Private Client Section chair Simon Leney looks at the changes in the air this Spring on a number of fronts: for clients, for solicitors, and for the Private Client Section itself

No more secrets

No more secrets

By

Patricia Wass looks at the impact of new guidance aimed at increasing transparency in the Court of Protection

Fenella Morris QC

Giving pauseSubscription

By ,

Simon Edwards and Fenella Morris examine some recent cases around gifts made from the estate of a person without mental capacity, and consider the thorny question of gifts where ‘P’ has and had no comprehension of giving 

Stuck in the middle

Stuck in the middleSubscription

By ,

Christine Green and Fiona Lawrence provide a first-hand account of how challenging the role of independent administrator can be, describing a recent case in which Christine was the court-appointed administrator led to make an application for directions due to one beneficiary’s conduct

Daniel Sheridan

Securing the future

By

For clients who have disabled children, one of their main priorities will be supporting their children financially after their death. Daniel Sheridan outlines the options, including wills and trusts, and their implications for tax and benefits

Nichola Phillipson

Time is of the essenceSubscription

By

In the recent case of Berger v Berger, the Court of Appeal examined afresh the issue of family provision claims brought out of time, in a judgment that also contains lessons for those advising elderly clients with life interests under a will. Nichola Phillipson reports

Nicola Sims

Working togetherSubscription

By

Nichola Sims explains the extensive information that charities need from solicitors when a legacy is bequested to them, and provides a template letter drawn up by the Institute of Legacy Managememt to show solicitors what to expect from a charity’s first contact

Rohan Armes

Wealth of adviceSubscription

By

Rohan Armes explores the role of an investment manager in giving life to a financial settlement after a divorce, and explains the factors that must be considered when investing a lump sum settlement

Philip Munro

King KongSubscription

By ,

The reform of the Hong Kong trustee ordinance, which came into force in December 2013, is likely to make Hong Kong more attractive as a jurisdiction of choice for trusts, especially for high-value estates. Philip Munro and Karen Lai explain

Julie Butler

Trading placesSubscription

By

A number of recent cases point to a worrying new trend by HM Revenue & Customs, whereby it assesses farms as investment rather than trading businesses – which do not therefore qualify for business property relief. Julie Butler explains what action farmers need to take

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

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