Conference Special
See below for more coverage of our 2014 Annual Conference
Annual Conference 2014: Marley and me
At the Private Client Section annual conference, Lesley King provided an update on the recent high profile case of Marley v Rawlings and its effects in practice, including on other recent cases
Features
Annual Conference 2014: The technical side of life policies and pensions
This workshop, given by Paul Garwood and Luke Brooks, mainly focused on how pensions can be accessed at retirement, and the death benefits that become due, both before and after a pension has been vested
Annual Conference 2014: Elderly client issues
In this workshop, Helen Clarke looked at recent changes related to mental capacity and the Court of Protection, and the value and importance of lasting powers of attorney for health and welfare
Annual Conference 2014: Contentious inheritance issues
In this workshop, Miranda Allardice examined recent probate and negligence case law, with reference to best practice guidance in the Law Society’s Wills and Inheritance Protocol.
Annual Conference 2014: Offshore issues for onshore practitioners
In this workshop, Jo Summers looked at some of the offshore issues that may affect onshore private client practitioners, including non-residents investing in the UK and UK clients who invest offshore
Annual Conference 2014: Maximising and getting value out of professional relationships
In this workshop, Susanne Pugsley explained why networking is important, and how to get the most out of it.
Annual Conference 2014: Trusts – practical administrative tips in today’s world
In this workshop, Gill Steel looked at recent changes to trustees’ powers and duties and to trust taxation
Annual Conference 2014: Capital ideas
At the Private Client Section annual conference, Chris Whitehouse provided an extensive update on recent and upcoming capital tax changes, from the proposed new settlement nil-rate band, to the increasing focus by government on tax avoidance
Annual Conference 2014: In the public eye
At the Private Client Section annual conference, public guardian Alan Eccles spoke about the process of change at the Office of the Public Guardian, from its new digital service to raising public awareness of mental capacity issues
Annual Conference 2014: Marley and me
At the Private Client Section annual conference, Lesley King provided an update on the recent high profile case of Marley v Rawlings and its effects in practice, including on other recent cases
Faking it
Jordan Holland and Sam Chandler look at the rise of will forgery, and the lessons to learn for practitioners
Power to the people
The Inheritance and Trustees’ Powers Act 2014, expected to come into force next month, represents one of the most significant changes to intestacy and family provision law in a generation. Elizabeth Cooke and Spencer Clarke explain what it will mean in practice
Sharp relief
The Court of Appeal decision in Mitchell has had widely reported repercussions for litigators around relief from sanctions, but what are the particular issues for contentious private client practitioners? Charlotte Searle explains
At a loss
Penelope Reed provides a practical guide to the mitigation of loss in private client negligence claims, with reference to recent high-profile cases including Marley v Rawlings and Pitt v Holt
Meek: who shall inherit?
Sheree Green reports on the latest chapter in the long-running litigation over the estate of Gladys Meek, and her two deputies’ mis-spending of her estate
Do it yourself
Private Client Section chair Simon Leney fears the rise in applications for lasting powers of attorney may lead to further abuses of process if the solicitor is cut out