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Private Client Section

September 2015

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Features

Conference

WorkshopsSubscription

Our workshop speakers round up their sessions, on mediation, Court of Protection, pensions, the Care Act 2014, the implications of the Brussels lV regulation, and the tax treatment of trusts in the relevant property regime

Lisa Vanderheide

Doubt of the benefitSubscription

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Demonstrating beneficial ownership of property for tax purposes is not always straightforward. Lisa Vanderheide and Karmjit Mader consider how to evidence it, and the options available when agreement cannot be reached with HM Revenue & Customs

Conference1

Private Client Section annual conference 2015: an introduction

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Private Client Section chair Simon Leney rounds up the highlights of the Section’s annual conference, held in London on 3 July, and introduces our conference special edition.

Simon Leney

Watch outSubscription

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In his last comment as chair of the Private Client Section, Simon Leney asks what lessons we can learn when our dealings with clients face public scrutiny

Conference13

Action planSubscription

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At this year’s Private Client Section annual conference, chief executive Catherine Dixon discussed the development of a new strategy this November. Here she updates on progress

Lesley King new

Make no mistakeSubscription

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At the Private Client Section annual conference, Lesley King provided an update on recent developments in private client law, focusing on issues of risk, including around solicitors’ negligence, relief for errors, and donatio mortis causa

Chris Whitehouse

Pass it onSubscription

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At the Private Client Section annual conference, Chris Whitehouse gave an update on inheritance tax changes, including the taxation of relevant property trusts, the extension of the nil-rate band, and tax avoidance

Money

Good as goldSubscription

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How can solicitors ensure their clients get the best possible financial advice? Lucy Trevelyan looks at the options for partnering with financial advisers, and highlights two of the major potential issues: regulation and insurance

Mike Hodin

Silver linings

Michael Hodin, executive director of the Global Coalition on Aging, talks about our ageing population

Graham Poles

In with the newSubscription

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Graham Poles looks at what developments, challenges and opportunities the new parliament might bring for private clients

Sylvia Rook

At your serviceSubscription

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The Consumer Rights Act 2015 comes into force in October, marking one of the biggest changes to consumer rights law of the last decade. Sylvia Rook outlines the implications of the act as it applies to solicitors as service providers

Right direction

In the right directionSubscription

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With the increase in tax avoidance schemes involving long-term loans, the issue of personal representatives’ liabilities to creditors has again reared its ugly head. Georgia Bedworth outlines a potential solution: applying to the court for directions

Jan Garrill

Community caringSubscription

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Jan Garrill explains the role of community foundations in lifetime and legacy giving, and how solicitors and foundations can work together to ensure the solution chosen is the most appropriate for clients and their families

Your questions answeredSubscription

The Law Society’s Practice Advice Service provides answers to some frequently asked questions

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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