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Private Client Section

November 2015

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Back to Basics

Andrew Skelly

Back to basics: Trusts of landSubscription

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Andrew Skelly discusses the law relating to trusts of land, the Trusts of Land and Appointment of Trustees Act 1996, and the implications of the recent case of Bagum v Hafiz and Hai on the court’s powers to order sale of land from one joint owner to another.

Features

ben franklin

At a crossroadsSubscription

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A number of factors threaten progress made in reducing old-age poverty. Matt Jones and Ben Franklin explain the challenges we face and outline the International Longevity Centre-UK’s response.

taxing issue

A taxing issue

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The global tax landscape is increasingly complex and constantly changing. As compliance and reporting obligations become more rigorous, ignorance is no longer an option. Jo Summers explains the UK’s current position, and what advice you need to be giving to your clients.

Patricia Wass

Fit for a king?Subscription

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In the year that Magna Carta celebrates its 800th anniversary, Patricia Wass takes a look at King John’s will and considers how it compares with wills, and the private client practitioner’s role, in the modern day.

Richard Roberts

Emotional rescueSubscription

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Private client practitioners are skilled at dealing with the legal side of probate, but the emotional side can sometimes be neglected. Richard Roberts explains how he guides his clients through the increasingly complex probate process.

Chris Millward

Preserve and protectSubscription

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The Ilott v Mitson judgment has cast doubt on the validity of charitable legacies: is it even worth making a will if it is capable of being ‘rewritten’ by the court? Chris Millward gives the charity sector’s perspective on the Court of Appeal’s verdict.

Keep it in the family

Keep it in the familySubscription

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Miranda Allardice and Alexander Drapkin discuss the provision for adult children post-Ilott v Mitson and offer some practical ways to reduce the prospects of a successful claim for provision for family and dependants.

Maria Lakes

Immovable objectSubscription

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Dealing with the estates of UK-domiciled deceased persons with immovable property in Ireland can be complex and problematic. Maria Lakes offers guidance on the process, and explains why it is vital not to overlook Irish succession laws.

Safe and sound

Safe and soundSubscription

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Are we any nearer identifying an article 5-compliant court process that is fit for purpose? Bethan Harris and Beatrice Prevatt discuss the practical implications of some recent high profile case law on mental capacity and deprivation of liberty.

Alberto Perez Cedillo

Freedom come?Subscription

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Succession planning where other European countries are involved is rarely straightforward. Alberto Perez Cedillo explains how the Brussels IV Regulation, now in force, aims to simplify matters, and outlines its key provisions.

Sally Jones

Top formSubscription

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It’s been five months since Office of the Public Guardian introduced new lasting power of attorney forms. Its head of legal Sally Jones reports back on how the forms have been working in practice.

Angela Rippon

Angela Rippon interviewSubscription

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At this year’s Elderly Client Care Conference, Alzheimer’s Society ambassador Angela Rippon, in conversation with Duncan Wood, spoke about the challenges dementia presents for society.

Gary Rycroft

First things firstSubscription

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New Section chair Gary Rycroft outlines his plans for the future.

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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