All Private Client Solicitors articles – Page 13
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Opinion
Shoots of spring
It’s been a long, dark January. But Kate Mahon is optimistic for the future
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Trust the process
Kirsten Franklin presents a back-to-basics guide on running trusts, and the compliance aspects to be aware of
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Swift justice
Swift v Carpenter provides welcome guidance for injury claimants who need to purchase more expensive property, says Laura Scantlebury
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Lasting impressions
Alberto Perez Cedillo looks at the equivalents to lasting powers of attorney across the world
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Safe from harm
Sophie O’Connell explores some of the ways deputies and attorneys can protect clients from financial fraud. Rick Kent then provides practical tips and advice on how your firm can protect itself and its clients from cybercrime
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Gain in Spain?
Álvaro Aznar Azcárate looks at estate planning for clients with assets in Spain – specifically, the pros and cons of having either one UK worldwide will, or a separate will for the Spanish assets
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Taxing disposals
In April 2020, the rules for paying capital gains tax on the sale of UK residential property changed, with the tax becoming payable upfront. Paul Saunders explains some of the ways it affects personal representatives and trustees
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Keeping close
How can you ensure that your trainees learn relevant skills, now that working from home has largely replaced previously office-based activities? Fiona du Feu explains how you can overcome the practical difficulties as much as you can
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Charity case
Recent research has shown that charitable gifts in wills have increased by over 50% since the pandemic, and a legacy boom in the coming years is also expected. Katherine Ellis explains how you can ensure charitable gifts are made correctly in wills, and how private client solicitors can help promote ...
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Book review: Doing the deed
Gareth Marland reviews the latest release by Professor Lesley King on varying the distribution of an estate after death
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A shot in the arm
While the announcement of three COVID-19 vaccines has been celebrated across the world, there are many considerations for attorneys and deputies to consider for people who lack mental capacity to consent to be vaccinated. Craig Ward explains
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Back to Basics: Liabilities in estate administration
Lesley King looks at the rules governing payment of debts and liabilities during the administration of estates, including a number of example scenarios and relevant case law.
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Guidance for deputies: Hourly rates
The recent decision in the cases of PLK & Ors has opened up a new approach to hourly rates. Andrew Bennetts looks at how financial and property affairs deputies can recover costs, even with a retainer in place
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Overcoming the burden of administration in death
Estate management is a time-consuming business, but the digitisation of death will accelerate in the coming years, claims Tremayne Carew Pole, founder of Life Ledger. He looks at how the process is changing in the private as well as the public sector
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Guidance for deputies: Instructing your own firm post-Re ACC
Since Re ACC, the steps a deputy must take before instructing another legal team have changed. Bethan Phillips looks at how this impacts property transactions, tax returns, and continuing healthcare and education challenges.
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Guideline hourly rates again under the microscope
Roman Kubiak looks at the recent decision in Cohen v Fine and others [2020] EWHC 3278 (Ch), an appeal from a first-instance decision in which the High Court proposed an increase to the guideline hourly rates.
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For names’ sake! Naming charities in wills
Inaccurate beneficiary names in wills can cause all sorts of problems. Lesley King reviews a recent example in Knipe v British Racing Drivers’ Motor Sport Charity and others [2020] EWHC 3295 (Ch).
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What’s outstanding on your DAC6 action list? The deadlines are nigh!
Carol Katz explains the DAC6 regulations and how to comply with them.
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Unilateral thinking
Fiona Heald considers how to deal with severances if a co-owner of property loses capacity
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Wars of succession
Alberto Perez Cedillo recalls the bafflement of clients while trying to explain the rules of Spanish inheritance to them, and offers tips on how to get estate administrations with Spanish assets right first time