Exclusive preview from our magazine
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FeatureTricks of the trade
Kim Tasso looks at a three-tier, full firm approach to marketing private client services
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FeaturePractice makes perfect
Stephen Lawson considers the Law Society’s practice notes and their benefit for private client practitioners
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FeatureLanguage barriers
Léa Maynard looks at the three different kinds of French will, and the practical language considerations at play in each
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FeatureLattimer v Karamanoli
Andrew Bishop summarises a case he was involved in, which involved the rectification of a will, and how this relates to proposed changes to the Wills Act to stop marriage revoking a will
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FeatureA protecting species
Prenuptial and postnuptial agreements are more popular than ever before, and are an important part of estate planning. Joanne Radcliff explains the assurances they can provide that a trust cannot
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FeatureAt capacity
Holly Miéville-Hawkins and Holly Chantler review some key welfare cases from 2021, and the implications they have for financial deputies and attorneys
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FeatureBenefit of discussion
James Simpson and Lucie Glover provide a comprehensive guide to the range of welfare benefits available to older clients
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FeatureA taxing split
At the conference, Tim Gillett focused on areas where private client practitioners might assist their family law colleagues with tax issues arising on divorce, and how legal separation has a variety of tax implications
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FeatureGiving it up
A recent case involving a law firm that refused to renounce acting as professional executor ended up with it being removed by the High Court and a hefty legal bill to pay. Julie Man explains what you should do if faced with a similar request to renounce your executorship
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FeatureStamp it out
Lesley King unpicks the myriad of stamp duty land tax issues for trustees and beneficiaries
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FeatureA shot in the arm
While the announcement of three COVID-19 vaccines has been celebrated across the world, there are many considerations for attorneys and deputies to consider for people who lack mental capacity to consent to be vaccinated. Craig Ward explains
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FeatureDeep impact
Alberto Perez Cedillo takes an in-depth view on the impact of the coronavirus pandemic on the practice of international private client
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FeatureLife story
A married couple comes to you looking to draw up their wills. Hayley Seddon and Russell Kaminski look at what you need to ask and advise them, and how a simple instruction can be far more complex and interesting than it seems
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FeatureGone to pot
While pension pots are usually exempt from inheritance tax, there are still exceptions to be wary of. Jo Summers looks at the traps to avoid
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FeatureRemoval service
There are many reasons why a change in attorney or deputy may be in P’s best interests, but what can you do if they resist? Holly Miéville-Hawkins explains how to remove an attorney or deputy against their will
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FeatureA place in the sun
Angharad Lynn looks at the issues involved when succession planning for clients with homes abroad
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FeatureSecond time around
Using case studies, Charlotte Pollard and Sofia Thomas consider the range of tax and estate planning issues for clients remarrying or divorcing later in life, and flag the common pitfalls to avoid
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FeaturePlenary: Good as golden
At the Private Client Section annual conference, Lesley King provided her yearly update on private client law and practice, covering the residence nil-rate band, the importance of the ‘golden rule’, and an urgent Court of Protection application
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FeatureThe small print
The Competition and Market Authority’s recent market study into the care home industry found that people are not being treated fairly. Caroline Bielanska presents a guide to the care home contract terms that are likely to be unfair, and what you can do if you encounter them