Private Client Section

May 2015

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Back to Basics

Jo Summers

Back to basics: Residence and domicileSubscription

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Jo Summers explains how to assess client’s residence and domicile status – and the impact this can have on will-drafting and succession issues – and examines the new EU certificates of succession

Features

care act manual book cover

Manual handlingSubscription

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Helen Clarke reviews the first guide for practitioners on the Care Act 2014 to hit the market

Sheree Green

After allSubscription

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The new Care Act has significant implications for a local authority’s duty to provide after-care under the Mental Health Act 1983. Sheree Green looks in closer detail at the after-care regime, and the challenges ahead

Digging deep

Digging deepSubscription

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It’s over 10 years since HMRC introduced the DOTAS regime. Tony Monger and Dave Jennings consider how it has worked in practice, and whether strengthened rules will signal the end of the tax avoidance industry

Opportunity knocks

Opportunity knocks

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Building business is an essential activity for private client firms – but is all too often either not prioritised, or not effective, meaning firms miss out on hundreds of thousands of pounds of potential revenue. Ian Cooper outlines three simple steps to get it right

John Galvin

For the recordSubscription

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John Galvin explains why health and welfare lasting powers of attorney should not be overlooked as part of later life planning, and argues for the inclusion of a clause giving attorneys access to medical records

Alternative take

Alternative takeSubscription

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In the second of a two-part series on the beneficial interests in land owned by two or more people, Ian Bond and Gary Rycroft consider the importance of applying for alternative restrictions to protect both the solicitor and their client

Alberto Perez Cedillo

Crossing the bordersSubscription

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March this year saw the fourth Section conference on cross-border and international private client issues. Section committee member Alberto Perez Cedillo reports back on the talking points of the day

Lisa Morgan

Have a careSubscription

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The past few years have witnessed substantial reforms to social care in both England and Wales. Lisa Morgan and Leah Steele outline what to expect of the new care regime coming into force next April in Wales

In the family

All in the familySubscription

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As inheritance tax once again becomes a political hot potato, Matthew Duncan looks at the issues involved in renting out inherited property, and managing the resulting shared ownership situations that can arise between family members

Simon Leney

Make an appointment

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Simon Leney strikes a note of caution for those firms appointing themselves as executor when drafting a will – the practice may not be around for much longer

Graham Murphy

Think ahead

Graham Murphy explains how the Law Society has been raising the profile of private client practitioners among consumers

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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