Recent Benefits and Allowances

  • Justin Rourke
    Feature

    Opting out

    2018-08-07T00:08:00Z

    Demand to transfer out of defined benefit pensions is hitting new highs. While the reasons for this are clear, are clients truly aware of the risks involved, asks Justin Rourke

  • letter
    News

    LPA refund scheme: precedent letter available for download

    2018-02-21T09:34:00Z

    The Ministry of Justice has launched a scheme to refund those who may have paid more than they should for applying to register powers of attorney. The Private Client Section has prepared a precedent letter that members can send to their clients informing them of the scheme and the steps ...

  • pound coin on dark background
    News

    Ministry of Justice launches power of attorney fee refund scheme

    2018-02-16T13:23:00Z

    The Ministry of Justice (MoJ) has launched a scheme to refund those who may have paid more than they should for applying to register powers of attorney.

  • pound sign
    News

    UPDATED Spring budget 2017: the private client perspective

    2017-03-08T17:58:00Z

    Patrick Connolly of Chase de Vere provides commentary on the private client aspects of the chancellor’s spring 2017 budget.

  • hand holding balloons 1000x3000
    Feature

    Giving you the benefits

    2016-05-19T16:13:00Z

    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

  • Rainbow flag
    Analysis

    Pensions blow for same-sex couples

    2015-10-13T09:25:00Z

    The Court of Appeal has ruled that civil partners’ spouses are not entitled to pension benefits accrued before December 2005

  • Philip Evans
    Feature

    Handle with care

    2014-07-16T00:00:00Z

    The Care Act 2014 has received royal assent and will come into force in October. Philip Evans explains some of the key provisions on care funding and local authorities’ duties, and their impact on private clients and their advisers

  • Daniel Sheridan
    Feature

    Securing the future

    2014-03-11T00:00:00Z

    For clients who have disabled children, one of their main priorities will be supporting their children financially after their death. Daniel Sheridan outlines the options, including wills and trusts, and their implications for tax and benefits

  • PS November 2013 cover
    Feature

    PS November 2013

    2013-11-19T18:25:00Z

    This edition features tax advice in Mehjoo v Harben Barker , lay OPG deputies and attorneys, proprietory estoppel and TOLATA claims in Creasey v Sole , probate software, contested probate, working with LGBT clients, PI claims and means-tested benefits, FATCA, family businesses, and international probate (including Jersey and Belgium)