Private Client Section

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Henrietta Mason

Back to Basics: Removing and retiring trustees and PRs

19 May 2016By ,

Holly Mieville-Hawkins and Henrietta Mason look at the process for removing a fellow professional from a position of fiduciary duty

All Back to Basics

susan glenholme

Winner takes all

31 May 2016By

Hertfordshire firm Debenhams Ottaway was the first winner of the Law Society’s Excellence in Private Client Practice Award in 2015. Susan Glenholme explains the wealth of benefits winning the award has brought to the business

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The line of dutySubscription

19 May 2016By

The new higher stamp duty land tax rate for additional properties came into effect on 1 April 2016. Nigel Popplewell outlines how the changes apply to purchasers, including companies, trustees, and those with existing inherited property

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Willing and able?Subscription

19 May 2016By

Constance McDonnell looks at the complexities of assessing testamentary capacity remotely, including in online will-making, and whether solicitors should proceed with an instruction if there is uncertainty as to capacity

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ISA on the prizeSubscription

19 May 2016By

Making use of the annual ISA allowance is one of the simplest ways to shelter tax investments efficiently, but one that many more investors could take advantage of. Toni Carver rounds up some recent changes to the ISA regime

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Giving you the benefitsSubscription

19 May 2016By ,

There are many welfare benefits available to elderly clients who satisfy the appropriate criteria, but this is a complex and rapidly changing area of the law. Nicola August and Val Prosser provide a guide to the major benefits, and how you can challenge a decision

Alberto Pérez Cedillo

Spanish tiesSubscription

19 May 2016By

Nine months after it came into force, Alberto Perez Cedillo addresses the impact of the Brussels IV regulation on cross-border successions in Spain – and details other Spanish internal laws you need to be aware of when dealing with an estate

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Link in the chain

19 May 2016By ,

Susan Kench and Emily Miller help you get to grips with LinkedIn and explain why it is worth a private client solicitor’s time

Patrick Connolly

Reduced circumstancesSubscription

19 May 2016By

The case for pensions has become more compelling over recent years, with increased flexibility and lower tax charges. However, a number of recent changes have reduced how much higher earners in particular can benefit. Patrick Connolly explains

Adam Boyle

Power playSubscription

19 May 2016By

In the aftermath of Miles & Beattie v The Public Guardian, the law is in a state of confusion in respect of what can be specified about a joint power of attorney in a lasting power of attorney. Adam Boyle looks in detail at the judgment

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All good adviceSubscription

19 May 2016By

The 2013 Retail Distribution Review drastically altered the financial advice landscape. Stephen Kavanagh looks at the pressures on financial advisers, and what it could mean for the future – and independence – of financial advice

All Features

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