Private Client Section

March 2015

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Back to Basics

Marlon Appleton

Back to Basics: Stamp duty land taxSubscription

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Marlon Appleton provides a practical and detailed guide to SDLT for private client practitioners, as it relates to companies and gifting property, gifting between spouses, trustees, and options to purchase in wills

Features

Simon Leney

Into the breachSubscription

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Could the rise in information-sharing agreements forcing the breach of confidential agreements lead practitioners down a dangerous path, asks Simon Leney

Age old problem

Age old problemSubscription

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Lucy Trevelyan examines the role of private client practitioners in cases of elder abuse, and looks at whether changing the safeguarding procedures will help or hinder vulnerable people – and their solicitors

Cilla Wright

It’s my lifeSubscription

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Cilla Wright discusses her work as an independent mental capacity advocate, and why professionals should not lose sight of the basic principles of the Mental Capacity Act when dealing with vulnerable people

A delicate jurisdiction

A delicate jurisdiction

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The recent litigation involving the estate of Jimmy Savile provides useful guidance for practitioners on the court’s powers to remove a trustee or personal representative where there is conflict between fiduciaries and beneficiaries. Philip D’Arcy explains

David King

Off limitsSubscription

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There are circumstances under which it is necessary to apply for a limited grant of administration. David King provides an overview of the grant ad colligenda bona, and a practical guide to obtaining it

Holding ground

Holding groundSubscription

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The beneficial interest in land owned by two or more people can be held in different ways with different implications on the death of one of the co-owners. Ian Bond and Gary Rycroft look at the issues to consider and the obligations of private client practitioners

Mark Baxter

Ready and willingSubscription

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Will-writing and estate administration offer steady income for firms, but the risks of exposure to negligence claims have discouraged many from this work. Mark Baxter offers a best practice guide to avoiding these risks and safely pursuing this profitable source of revenue

Lucy Obrey

Gaining currencySubscription

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Digital assets are an increasingly commonplace reality of will-drafting, but one type with which practitioners may be less familiar is the cryptocurrency, such as Bitcoin. Ian Bond and Lucy Obrey explain what solicitors need to know about this emerging trend

Saving grace

Saving graceSubscription

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Individual savings accounts have for some time been considered the investment wrapper of choice for long-term saving, but Patrick Connolly argues that, following last year’s radical shake-up of the rules, pensions may now be the more attractive and effective option

Antony Eminowicz

Raising the FBARSubscription

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Many private client solicitors will now be familiar with FATCA reporting obligations.  But, as Antony Eminowicz explains, your US clients may also be required by law to disclose details of their foreign bank accounts – and the deadline is looming

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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