All Private Client Solicitors articles – Page 10
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FeatureInstruction manual
At the conference, Lesley King spoke on wills and deeds of variations, the importance of documenting discussions with clients, and differences between variations and disclaimers
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FeatureNew horizons
Christopher Tart-Roberts covers the key points from a panel he sat on, discussing how lawtech is currently being used in private client work, its risks, and its future
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FeatureWorkshop: Gifts with reservation
Hugh Cumber rounds up his workshop on gifts with reservation
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FeatureWorkshop: Ethics
Fiona Heald, Melinda Giles and Kate Mahon round up their workshop on ethics
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NewsWills and Inheritance Quality Scheme re-accreditation
Access our new training courses through Law Society Learning
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NewsSurvey: Women in leadership in law – compensation and benefits
Take part in an anonymous survey to help Thomson Reuters investigate market trends in the role of compensation and women in leadership.
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FeatureRunning the risk
Kate Burt looks at the updated Legal Sector Affinity Group’s anti-money laundering guidance, its practical implications for solicitors, and specific risks in private client work
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FeaturePaper trails
While the digitalisation of the probate process continues apace, there are still some grants of representation that need to be made on paper, as Keith Biggs explains
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FeatureLife in the Med
Álvaro Aznar Azcárate and Alejandro Verdú de Haro look at the impact of Brexit on UK nationals with assets in Spain, and discuss taxation, estate planning and residency issues
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FeatureRoot of the issue
Stuart Adams explains why will writers who overlook section 33 of the Wills Act 1837 do so at their peril
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FeatureIntelligent life
Joanna Goodman investigates the growth of AI in private client work, how it’s being used, and the benefits it can bring to your practice
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FeatureHelping hands
Angela Evans reviews a new title by the Law Society on inheritance tax planning
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FeatureGrey matter
Most property and financial affairs deputies will be familiar with last year’s Court of Protection decision in Re ACC and its practical implications. Bethan Phillips explains how you can approach the grey areas that remain
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FeatureThe good will
Charitable gifts in wills often have vital roles in estate planning. Katherine Ellis takes a closer look at charitable legacies, the inheritance tax options available pre- and post-death, and the benefits of each for charities and personal beneficiaries
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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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FeatureEstate of play
Cancer Research UK recently held an online event with a panel of legal and medical experts to discuss whether COVID-19 has increased the likelihood of claims against estates. Here is a summary of the key points discussed
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FeatureClassical studies
Kate Mahon reviews the ninth edition of the Law Society’s popular Probate Practitioner’s Handbook, with new chapters on data protection and the SRA Accounts Rules
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FeatureBack to Basics: Inheritance tax and partially exempt estates
Lesley King explains how to get the calculations right for inheritance tax due on partially exempt estates
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OpinionAll inclusive
Kate Mahon explains how the Private Client Section is aiming to improve the diversity of its content, contributors and membership