All Private Client Solicitors articles – Page 11
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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
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FeatureInheritance: the conversations we’re still not having
Although no one enjoys talking about it, there is no ‘right’ age to start planning for probate, says Steve Gauke, business development director at Ampla Finance. Here’s why the conversation should start today.
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NewsImprovements to MyHMCTS for probate practitioners
HMCTS is making improvements to the online probate service. Users should submit or delete cases by 19 August, to avoid having to create a new application.
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NewsDelays to lasting power of attorney applications
The Office of the Public Guardian has warned of signifcant delays.
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FAQLibrary FAQ: will precedents for the care of pets
The Law Society Library gives sources of will precedents for the care of pets.
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FeatureNo shopping around!
Roman Kubiak and Oliver Rees discuss their recent case in which an Irish executor was ordered to transfer assets from the deceased’s Irish estate to an English executor to settle debts in England and to avoid “forum shopping”.