All Feature articles – Page 9
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FeatureTaxing pensions
Sarah Astley revisits spousal bypass trusts. They may have fallen out of favour, but she explains they are still relevant in today’s world of pension freedoms and a useful tax planning tool
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Identity politics
Many will be familiar with when to obtain identification and verification for new clients, but if the relationship becomes a long-standing one, how often should you be monitoring this? Kate Burt explains
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Made in China
Alberto Perez Cedillo speaks to Peter Ni-Zhong, partner at Zhong Lun in Shanghai, about the private client landscape in China
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Benefit 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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Back to Basics: Estate planning for blended families
Charlotte Coyle and Lilly Whale look at what to consider when advising blended families
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Access all areas
Rosie Harding and Sophie O’Connell of the CLARiTY project explain why the law – and legal information – remains inaccessible for many vulnerable people, and what we can do about it
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New excepted estates regulations
Lesley King details excepted estate regulations that come into force in the new year, and the various tax implications that they have.
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Award for success
Roman Kubiak discusses recent judgments where success fees have been awarded to a claimant under the Inheritance (Provision for Family and Dependants) Act 1975, and how “moral claims” to estates are evidenced.
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AML – taking a risk-based approach
Katarina Pranjic considers how a risk-based approach to anti-money laundering works for fee-earners.
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Ethical excellence
Mena Ruparel, co-winner with Richard Burnham of the Law Society’s new award, ‘Excellence in Promoting High Ethical Standards’, outlines her experience of applying for, and winning, the award.
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The softer side of law
Travelers Europe has partnered with LawCare to help law firms foster cultures that promote mental health and wellbeing. Sharon Glynn, senior development underwriter at Travelers Europe, share their tips on how to create mentally healthy workplaces
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Sting in the tail
Peter Scott examines the financial issues facing firms in the long tail of the pandemic.
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Playing by the rules
Some legal services can now be provided to the public by unregulated providers, but what does this mean for the position of the consumer? Tracey Calvert considers the issues
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Cases update
Nigel West looks at two recent cases in the High Court challenging the SRA’s statutory right to serve production notices
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Under review
Iain Miller outlines what the recent decision of Harcus Sinclair v Your Lawyers says and considers its practical consequences
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Watchful eye
Rebecca Atkinson outlines the dos and don’ts of making suspicious activity reports
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Cause for complaint
Anjali Mouelhi provides some top tips on how good practice can prevent complaints from happening in the first place and from escalating when they do
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SRA Transparency Rules – getting it right
Deborah Witkiss examines how technology can assist frims to meet their price transparency requirements.
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Time to re-evaluate
Andre Thomas discusses the need for firms to re-evaluate their performance management processes, as our ways of working evolve post-pandemic
