Private Client Section e-newsletter May 2015

Message from your product manager

Dear Section member,

In November 2014, following a vote by the Law Society’s Membership Board, the relationship between the Law Society’s Section committees and the Society changed, with the aim of delivering better defined roles and responsibilities to provide an enhanced, more consistent and engaged service to members across all Communities (Sections and Divisions). Simon Leney, Section chair, briefly touched on these plans in his Comment for the March 2014 edition of PS.

Each Section now has a dedicated team to support it, working with the Section committee to deliver a more relevant and supportive service. We will all work together using a three-year business plan framework to measure success and identify opportunities for improvements for members in their professional lives.

Building on what has been a highly successful 16 years since the Section’s foundation, members may have noticed some key changes ...
Read more

Your next FREE 2015 webinar: Court of Protection update, 13 May

With an ageing population and family structures becoming more varied, Court of Protection work is on the increase. This webinar will provide key guidance and focus on financial applications. No charge for Private Client Section members.
Book your place

Four other webinars are available at a 20% discount to Section members:

Complying with FATCA (recorded 3 Feb)
Asset protection trusts explained (recorded 17 Feb)
Brussels IV – are you prepared? (recorded 6 May)
Tax planning for family businesses (to be recorded 20 May)

Free regional seminar – Mediation in resolving contentious probate disputes, Birmingham, 19 May

Our final free-to-member Private Client Section regional evening seminar will be held on Tuesday, 19 May in Birmingham. This seminar, accompanied by a toolkit of practical examples, will provide a comprehensive guide to the use of mediation in resolving contentious probate disputes, including an update on the latest case law.
Reserve your place

Annual conference – advanced booking now available

We delighted to announce that the Rt Hon Margaret Hodge MP will be joining Law Society chief executive Catherine Dixon as the second keynote speaker for this year’s flagship event. Advanced booking fees are available until 30 May 2015 – register today!
Book your place

The Law Society Excellence Awards 2015 – last call for entries

Competition is hotting up for entries to the Law Society’s Excellence in Private Client Practice award. The good news is that it’s not too late to be part of the celebration of the year’s best work. But you’ll need to act fast, as nominations close on Friday, 5 June.
Make your nomination

Law Society publishes new DoLS guidance

The Law Society has issued comprehensive guidance on the law relating to the deprivation of liberty safeguards (DoLS). The guidance aims to help solicitors and frontline health and social care professionals identify when a deprivation of liberty may be occurring in a number of health and care settings.
Read the guidance

Additional ISA allowance for surviving spouse

The government is giving an additional ISA allowance to the surviving spouse or civil partner of a deceased ISA holder from 6 April 2015. HMRC has also updated its draft guidance for ISA managers.
Read the HMRC guidance

Analysis by Lesley King: raising the issue

Lesley King discusses Reading v Reading, in which the court was asked to decide whether the word ’issue’ included the testator’s stepchildren and their descendants as well as his own descendants and, if not, to rectify the will.
Read Lesley's analysis

Make the most of your firm’s merits

Private client firms are adept at mastering various disciplines but do not always effectively present themselves for PII purposes and can overpay as a result. This is particularly true of firms with four partners or fewer. To discuss your firm’s needs, request a callback from a Chancery Pii specialist.

Section and related events – dates for your diary

FREE regional seminar – Mediation in resolving contentious probate disputes (ADR), Birmingham

Principal sponsor

Associate sponsors

Private Client Section annual conference 2015 – 3 July, London

This year's programme incorporates conference sessions alongside workshops covering topics such as elderly client, Court of Protection, tax planning, pensions and the implications of the Brussels IV Regulation. Section members receive a significant reduction on the standard price, available for a limited time – don’t miss out!
Find out more

Associate sponsor

Practice support

FAQ

The Law Society Library lists resources which contain commentary and precedents for personal injury trusts.
Read the FAQ

Books

Probate Practitioner's Handbook (7th edition) – Lesley King
The Handbook is a well-established and popular guide to good practice for solicitors' firms that undertake probate and estate administration work. This new seventh edition has been comprehensively updated by leading experts to take account of new developments such as the Inheritance and Trustees' Powers Act 2014.

Private Client Section members save 20% with promotion code PRIVN.
Order your copy now

Gazette jobs

Private client solicitor, Leicestershire

The successful candidate will have a minimum of 5 years’ PQE, experience of estate administration, will drafting (tax efficient), the creation and administration of trusts, and advice on Court of Protection matters.
See the job details

The Gazette jobs board has hundreds of vacancies like the job above, readily searchable using a range of criteria. Looking to recruit? Call us on 020 7841 5453 or email us.

Membership extra

	All the features you would expect with a typical rate of 9.9 per cent APR (variable) on all purchases. Find out more
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