All Private Client Solicitors articles – Page 13
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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”.
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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