All Feature articles – Page 102
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FeatureVariation on a theme
If a will is not fit for purpose or the estate could have been disposed of more efficiently from a tax point of view, all is not lost. It is possible to vary the disposition of an estate. Georgia Bedworth explains
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FeatureYoung blood
Young private client solicitor Elin Dukes reflects on what drew her to the practice area, and what firms can do to attract more talent at trainee level
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FeatureTo top it all
A top-up fee can improve the experience of care received by an older person in a care home. But too often, these fees are imposed without the informed consent of all parties and become a ‘secret subsidy’. Janet Morrison explains
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FeatureBill of health
As the population ages, identifying who should pay for those in need of long-term care has become a vital issue for solicitors. Lisa Morgan considers how NHS continuing healthcare can help, the role of the solicitor in the process – and the pitfalls involved
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FeatureBack to Basics: Managing stocks and shares as part of an estate
Practitioners face a number of issues when dealing with an estate that contains portfolios of stocks and shares. It’s important to have a good understanding of how you can help clients plan before death, and deal with shares as part of the administration of an estate after death. Christopher Ekisson ...
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FeaturePersonal services
It’s all well and good advertising a friendly and personable service, but law firms, and private client solicitors in particular, need to be visible and accessible to prospective clients at all times. Gary Rycroft explains
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FeatureTomorrow’s world
A new Law Society report looks at the future of the legal services market, including the potential impact of technology. Tim Hill looks at how technological innovation may affect the private client market
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FeatureRoaring succession
The fifth Section conference on cross-border and international private client issues focused on the EU Succession Regulation – commonly known as Brussels IV. Alberto Perez Cedillo reports back on the talking points of the day
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FeatureGeneration game
Major changes to the tax charges that apply to benefits paid on the death of a pension scheme member took effect almost a year ago. Jo Summers outlines what benefit options now apply, and how you can plan effectively for your clients
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FeatureLine of duty
Charles Holbech discusses some recent cases that provide useful guidance on the scope of trustees’ duties
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FeatureDrawing the line
A recent case shed light on the jurisdiction of the Mental Capacity Act 2005 when a person has capacity but is still vulnerable. Falling on one side of this line or the other can have significant consequences, argue Mungo Wenban-Smith and Alex Ruck Keene
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FeatureBack to Basics: Finalising a tax liability
It’s become increasingly difficult to finalise an individual’s tax liability under the UK tax system. Lisa Vanderheide and Karmjit Mader provide a guide
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FeatureWelcome aboard
Gary Rycroft welcomes three new members to the Private Client Section committee, and reports back from the Cross Border Conference
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FeatureCasing the joints
Julia Hardy and Fiona Lawrence explain the issues around joint bank accounts after one of the account-holders dies
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FeatureRain check
The long-awaited Flood Re scheme is now planned to come into force next month. Russell Hewitson outlines how the scheme will work, what properties are eligible, and how to advise clients living in flood-risk areas
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FeatureMint conditions
The third edition of the Standard Commercial Property Conditions will soon be released. Warren Gordon provides a round-up of some of the key changes from the previous edition
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FeatureWatching brief
The Solicitors Regulation Authority is set to make major changes to regulation in the legal sector this spring. Michael Garson outlines the context for the change agenda and the particular issues around conveyancing
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FeatureLicence to bill
An existing client comes to you with a big idea: to buy a pub. You want to take the work, but should you? Tariq Philips looks at how to make the decision, how to quote for the work, and some of the unusual elements of transactions to purchase licensed premises
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FeatureWho do you know?
David Gilroy explains how effective client relationship management can help you keep and win clients, and how to get it right in practice