All Private Client Solicitors articles – Page 10
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FeatureOld money, new rules
Samantha Roberts assesses changes to the inheritance tax rules and how these impact on the reporting requirements and low value and exempt-excepted estates
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FeatureGoing soft
Samantha Lowe discusses the use of soft skills while factoring in the commercial reality of litigation when dealing with grieving clients who face an inheritance dispute
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Sponsored byTurbulent times
A financial planner and an investment analyst at Tilney Smith & Williamson, soon to be Evelyn Partners, give their perspectives on post-COVID-19 investment strategies for high-net-worth clients
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FeatureTwo to tango
Alberto Perez Cedillo speaks to Javier Canosa, partner at Argentine firm Canosa Abogadas, about the country’s private client legal practices
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EventTrust Registration Service
Trustees have to perform a number of duties to fulfil their role effectively; however, some may not be aware of the Trust Registration Service (TRS) and the additional requirements.
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FeatureThe importance of distinguishing funds
Lesley King discusses the recent case of Batt v Boswell: where confusion over trust and personal money led to a family dispute between two siblings following the death of their parents.
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FeatureSevering a joint tenancy without notice
Roman Kubiak discusses the recent decision of Dunbabin v. Dunbabin [2022] EWHC 241(Ch), in which the court found that a joint tenancy had been severed despite the absence of a notice.
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FAQLibrary FAQ: Cohabitants - order for the sale of property
The Law Society Library explains where to find precedents and commentary for Cohabitants - order for sale of property
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EventUnpicking the Inheritance Tax Regulations
In January 2022, amendments were made to the Inheritance Tax (Delivery of Accounts) (Excepted Estates)(Amendment) Regulations.
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NewsInvestment by attorneys in discretionary management schemes clarified by OPG
The Office of the Public Guardian (OPG) has agreed to change its guidance on express provision for the management of investments via a discretionary investment provider within a financial lasting power of attorney (LPA).
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FeatureObituary: Chris Whitehouse
We were all saddened to hear of the death late last year of Chris Whitehouse, esteemed barrister and a regular speaker at Private Client Section events. Here, Lesley King and Melinda Giles pay tribute
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FeatureTaking stock digitally
Stuart Adams reviews a new Law Society title for private client solicitors concerning digital assets
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FeatureFriendly reminder
Molly Hunter and Melissa Lesson examine the role of litigation friends in cases where a client has capacity issues, including fluctuating capacity
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FeatureDecrypting crypto
Kate Burt summarises what has changed regarding cryptoassets, and what you need to know
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FeatureVersus predator
The risk of vulnerable parties entering into a predatory marriage is gaining increasing attention, both in the press and in the legal profession. Bethan Byrne and Sheena Cassidy Hope explore how new protections can be achieved through changes in the law
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FeatureBack to Basics: Health and welfare LPAs vs advance decisions
Paula Shea looks at advance care planning, the various options and how to prepare clients for life-threatening or life-sustaining situations.
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FeatureAt capacity
Holly Miéville-Hawkins and Holly Chantler review some key welfare cases from 2021, and the implications they have for financial deputies and attorneys
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FeaturePassage to India
Alberto Perez Cedillo speaks to Rishabh Shroff, co-head of private client practice at Indian law firm Cyril Amarchand Mangaldas, about the country’s inheritance and succession laws