All Private Client Solicitors articles – Page 14
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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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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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EventInheritance tax planning in 2021
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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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
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OpinionShoots of spring
It’s been a long, dark January. But Kate Mahon is optimistic for the future
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FeatureTrust 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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FeatureSwift justice
Swift v Carpenter provides welcome guidance for injury claimants who need to purchase more expensive property, says Laura Scantlebury
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FeatureLasting impressions
Alberto Perez Cedillo looks at the equivalents to lasting powers of attorney across the world
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FeatureSafe 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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FeatureGain 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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FeatureTaxing 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