All Private Client Solicitors articles
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FAQMeet the Private Client and Estates Member Advisory Committee
The committee advises on the development of policy and membership resources for private client solicitors. Committee members and their brief biographies are below.
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FeatureWill they, won’t they?
As practitioners continue to debate the proposed changes to wills law – and await the government’s response – Diana Bentley examines the possible impact of the new legal regime
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FeatureLitigation friend
Sarah Clarke explains the process of working with the Official Solicitor, where the Official Solicitor acts as litigation friend in financial remedy proceedings
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FeatureFinding relief
John D. Bunker and Laura Colville look at the upcoming changes to inheritance tax regarding property relief
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FeatureFinancial foresight
Two recent court judgments have important implications for strategic estate planning. Chris Fairhurst shares a practical perspective for private client solicitors
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FeatureEthics in: Will drafting
Drafting a will is always a sensitive business. Melissa Maple, Emma Bhuttae and Cian Jones explore the ethics of will preparation, and the considerations and challenges it involves
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FeatureDigital doubts?
Are electronic wills the future, or does going digital put some clients at greater risk of coercion and undue influence? Andrew Hitchon looks at the issues
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FeatureDirect dealing
Stacey Bryant and James Pantling-Skeet explain what direct payments are and how they work – and explore the implications of Calderdale v Lumb
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FeatureConsequences of conflict
Oksana Voinarovska, with Alberto Perez Cedillo, examines how the Russia-Ukraine war has impacted succession and estate planning for Ukrainian nationals
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FeatureBalancing the books
Is your firm wrestling with residual balances? Jane Farr advises you on how to best deal with them now – and avoid them in the future
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FeatureSelling a probate property
Darren Leggett, of Law Society partner Property Ladder Group, looks at best practice when selling a residential property as part of probate
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VideosMember Talk: Business Families and Succession Planning - Collaborating with Tax Specialists
How can business-owning families structure succession in a way that balances control, flexibility and tax efficiency?
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VideosMember talk: Business Families and Succession Planning - Collaborating with Corporate Specialists
With succession planning playing a critical role in the long-term stability of family-owned businesses, private client solicitors must be equipped to advise on the legal and practical considerations involved in transferring shares and control across generations.
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VideosStandish v Standish – the impact on spousal claims and estates
The UK Supreme Court’s decision in Standish v Standish is a landmark case clarifying how non-matrimonial assets are treated in divorce proceedings. Watch this session to explore what this ruling means for family and private client practitioners.
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FeaturePAS FAQ: Using a PI to support contentious probate claim
Our Practice Advice Service answers a commonly asked questions by private client practitioners
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FeatureTesting the market orthodoxy: tradition or true compliance?
The traditional approach to selling estate or charity property has long been seen as the safest route. Daniel Marsden from Probate Auction looks at whether auctions or alternatives can sometimes provide better results
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VideosCourt of Protection tips for statutory will and gifting applications
Join our expert-led session for a step-by-step case study from client’s instructions, to issue, to negotiations with the Official Solicitor, to final order.
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VideosMember talk: charities in wills: what private client solicitors need to know
With charitable legacies accounting for a significant proportion of charity income, it’s essential that private client solicitors understand the key considerations when advising clients who wish to leave gifts to charity in their wills.
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FeatureThe importance of Practice Directions in the Court of Protection
Victoria Newey explains how Practice Directions help private client solicitors navigate the Court of Protection more efficiently, ensuring applications are thorough, timely and in P’s best interests