All Private Client Solicitors articles – Page 15
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FeatureKeeping 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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FeatureCharity 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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FeatureBook 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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FeatureA 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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FeatureBack 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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FeatureGuidance 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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FeatureOvercoming 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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FeatureGuidance 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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FeatureGuideline 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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FeatureFor 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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FeatureWhat’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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FeatureUnilateral thinking
Fiona Heald considers how to deal with severances if a co-owner of property loses capacity
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FeatureWars 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
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FeatureWeathering the storm
Sarah McGovern explains how to navigate some of the issues likely to arise in estate administrations during a volatile market, including fluctuations in property prices
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FeatureMutual interest
You may think mutual wills are a dusty relic from the past that most solicitors don’t need to worry about. Think again – Stephanie Parish has encountered more than half a dozen this year alone. Here, she presents a guide on what mutual wills are and the pitfalls to avoid
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FeatureExecutor stress
Coronavirus has emphasised the need to review farm wills, consider the key role of the executors, and understand the complexity of marginal inheritance tax reliefs, argue Julie Butler and Fred Butler. There are also new capital gain tax rules to grapple with
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FeatureThe estate we’re in
Holly Miéville-Hawkins investigates the Court of Protection’s approach to estate and inheritance tax planning, and analyses some recent case law
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FeatureDeep impact
Alberto Perez Cedillo takes an in-depth view on the impact of the coronavirus pandemic on the practice of international private client