Private Client Section

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Back to Basics: Lifetime giftsSubscription

21 July 2016By

Lifetime gifts are made for a number of reasons, two of the most common being generosity and a wish to save inheritance tax. Lesley King looks at the matters to consider in order for the gift to be valid.

All Back to Basics

gary rycroft

Forum for debateSubscription

21 July 2016By

In May 2016, the Law Society and Private Client Section hosted a roundtable discussion on the Mental Capacity Act 2005, to support the recently formed National Mental Capacity Forum. Gary Rycroft reports back on the day’s talking points

man grabbing carpet from under houses

Trouble comes in threesSubscription

21 July 2016By

Three major recent changes are set to significantly affect the profitability of buy-to-let property, affecting private client landlords and property investors. Graham Poles outlines the changes and their potential impact

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Happy anniversarySubscription

21 July 2016By

In 2006, significant changes were made to the way that most trusts are treated for inheritance tax purposes. Ten years on, many trusts will now have to consider reporting obligations and potential inheritance tax liabilities for the first time, explains Russell Haworth

hand writing capacity

Year of decisionSubscription

21 July 2016By ,

Anna Bicarregui and Alex Ruck Keene review the most important cases of the past year relating to the assessment of mental capacity, and to the consequences of being found to lack capacity both inside the Court of Protection and at common law

Julie Butler

Escape routeSubscription

21 July 2016By

Following recent changes to the current system of tax relief for buy-to-let investors, landlords now face a punishing tax regime if they stay in the market. Julie Butler suggests a way out: changing the status of the property to a furnished holiday letting

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Drawing interestSubscription

21 July 2016By

In the first of a series of articles focusing on common errors in private client work, Robert Marshall looks at how to avoid the pitfalls involved in drafting life interest trusts in wills

man stealing jars of probate

A run for your money?

18 July 2016By

Since 2014, accountants and alternative business structures have had the right to undertake non-contentious probate work. Grania Langdon-Down explores the reality of an increasingly competitive probate market

Sue Bramall

Cross purposesSubscription

18 July 2016By

Winning new work from existing clients will improve return on investment in marketing, client retention, revenues and profit, but many initiatives fail to make progress. Sue Bramall introduces a strategic approach to cross-selling private client services

Richard Roberts

Close to homeSubscription

14 July 2016By

The financial abuse of the elderly is on the rise, and the perpetrator is frequently a family member. Richard Roberts details the warning signs practitioners should  look out for, and the steps they can take where such abuse is exposed

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