All Private Client Solicitors articles – Page 12
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FeatureTestamentary capacity and insane delusions
Lesley King discusses how testamentary capacity is tested during contentious probate, and what is meant by ”insane delusions”.
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FeatureStamp it out
Lesley King unpicks the myriad of stamp duty land tax issues for trustees and beneficiaries
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OpinionSpring’s in our step
Kate Mahon shares uplifting stories from her practice and also announces details of July’s virtual annual conference
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FeatureHelping hands
Sophie O’Connell reviews the latest edition of the Law Society’s Elderly Client Handbook
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FeatureGold standard
Nikki Millings provides a helpful, common sense guide to meeting the OPG deputy standards and completing the standards checklist
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FeatureFlexible friends
How useful are pension vehicles for the farming community? Whether using them as a means by which to leverage pension capital or as part of a wider succession planning strategy, a pension arrangement can offer flexible solutions, explains Sarah Astley
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FeatureExit signs
Leaving the EU has had, and continues to have, a significant impact on the legal world. But what is its specific impact in relation to private client legal work, and what changes may still be to come? Angharad Lynn investigates
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FeatureThe estate is not enough
We have all seen wills in which beneficiaries question whether the existence of the transferable nil-rate band changes the amount payable under a nil-rate band legacy. Paul Saunders assesses what happens where the estate is insufficient to satisfy the legacy in any event
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FeatureRules of engagement
Fiona du Feu talks to practitioners Clare King of Clarion Solicitors and Rachel Roche of Roche Legal about how they have managed the ethical challenges around client care during the pandemic
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FeatureDouble trouble
The same income may be taxed twice when the UK and other countries are involved – so it is important to understand possible tax relief through double tax agreements, explains Alberto Perez Cedillo
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FeaturePutting it away
David Cummins discusses some important points to consider when planning for your own retirement
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EventInheritance tax planning in 2021 (OnDemand)
With changes to capital taxes likely, how should we be advising clients on inheritance tax (IHT) mitigation in 2021? Join our webinar for a practical focus on IHT planning in extraordinary times.
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NewsSurviving the perfect storm: how client funding options will improve your bottom line
With law firms anticipating a drop in income of up to 20%, Jim Sisson, finance director at Tower Street Finance, explains how working with an innovative probate lender that truly understands the sector benefits both your private client practice and your client.
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FeatureRokkan a hard place
Roman Kubiak discusses an interesting probate case in which the surviving spouse circumvented Norwegian succession rules after acquiring Anglo-Welsh domicile.
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FAQLibrary FAQ: Attestation clauses for wills
The Law Society Library gives details of sources of precedents for attestation clauses for wills.
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FeatureClash of the trustees - removing a trustee with competing interests
Roman Kubiak discusses the January 2021 decision of HHJ David Cooke in Manton v Manton, in which he removed a trustee of a family trust for breach of the “conflict rule”.
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FeatureRectification of post-death variations: check and re-check
Lesley King addresses a recent judgment involving a successful claim for a rectification of a deed of variation, which emphasises the importance of good communication between professionals.
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FeatureSimply topping
Fiona Heald presents a guide to the sometimes complex rules around third-party top-up fees for care payments