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Private Client Section

November 2014

ps november 2014 cover

Back to Basics

See below for more coverage of our 2014 Annual Conference

Pippa Ward

Back to basics 34: Nil-rate band trustsSubscription

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Simon Leney and Pippa Ward outline what NRB trusts are, how they are currently used, what the proposed changes to the regime are, and what this means for private client practitioners

Features

Mediation

We need to talk

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Mediation can be a powerful tool for practitioners, especially in private client cases where family relationships are at risk. Viv Hulland outlines the case for sitting down and resolving issues by consensus

Simon Taube QC

All that glitters

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Simon Taube QC examines the conflict between the ‘golden rule’ and the solicitor’s duty to execute the will in a reasonable time

Family

Step changeSubscription

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The increase in divorce and resulting complex family structures is raising a new issue for will- writing and estate planning: providing for step-children. Fay Copeland and Caroline Cook examine the issues and solutions

Stephen Haggett

Bend and flexSubscription

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Too many solicitors rely too heavily on the transferrable nil-rate band to protect clients’ estates after death, says Stephen Haggett. Could flexible discretionary trusts be the answer?

Private client seminars

Course of action

The Private Client Section’s new regional seminar series is now under way, and runs until March next year. Book now or miss out!

Esther Rantzen

Lifeline for the lonely: Esther Rantzen talks to us about The Silver Line

Journalist and campaigner Esther Rantzen has launched a nationwide helpline for elderly people who struggle with loneliness. Before speaking at the Elderly Client Care Conference last month, she discussed with PS how private client solicitors can play their part too.

Sarah Young

Left behindSubscription

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The Presumption of Death Act came into force on 1 October 2014, allowing the family of a missing person to settle their estate and dissolve a marriage or civil partnership. Sarah Young explains the process

Simon Leney

Take care Subscription

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Advising your elderly clients on the range of care options available is a new and untapped way to add value to the services you provide, suggests Simon Leney

Helen Clarke

Mental notesSubscription

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Helen Clarke reviews two new books aimed at providing practical support for solicitors on mental capacity and elderly client issues

Mark Brownridge

Trust issuesSubscription

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Your firm’s referral arrangements with financial advisers could have a very significant effect – for good or bad – on your relationship with clients. Mark Brownridge looks how to find your ideal referral partner, and how due diligence can help

Darkening the door

Darkening the doorSubscription

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Doorstep crime is an increasing problem, especially for vulnerable adults and the elderly. Ruth Andrews explains what it is, and how practitioners can spot the warning signs and help protect vulnerable clients

Gary Rycroft

New tricksSubscription

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Last month, practitioners met at Chancery Lane for the Private Client Section’s first Elderly Client Conference. Gary Rycroft rounds up the event

Julie Butler

Specialist needsSubscription

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Julie Butler looks at the impact of Mehjoo v Harben Barker in relation to when it becomes necessary to obtain specialist advice for farming clients

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