All Private Client Solicitors articles – Page 17
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FAQPAS FAQ: binding wills signed at home
Our Practice Advice Service explains how to bind wills that are signed by clients at home.
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FeatureStaking a disclaim
Lesley King analyses whether members of a discretionary class can disclaim their interest in settled property and looks at a recent case to see how this has worked in practice.
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FeatureThe royal seal
Following the news that Prince Philip’s will is to be sealed from the public for 90 years, Roman Kubiak looks at the legal mechanisms behind this and queries whether wills should be made public at all.
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FeatureWorkshop: Ethics
Fiona Heald, Melinda Giles and Kate Mahon round up their workshop on ethics
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FeatureWorkshop: Gifts with reservation
Hugh Cumber rounds up his workshop on gifts with reservation
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FeatureNew horizons
Christopher Tart-Roberts covers the key points from a panel he sat on, discussing how lawtech is currently being used in private client work, its risks, and its future
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FeatureInstruction manual
At the conference, Lesley King spoke on wills and deeds of variations, the importance of documenting discussions with clients, and differences between variations and disclaimers
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FeatureWorkshop: MyHMCTS online portal
Gillian Coverley and Thomas Pape round up their workshop on the MyHMCTS online portal
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FeatureA taxing split
At the conference, Tim Gillett focused on areas where private client practitioners might assist their family law colleagues with tax issues arising on divorce, and how legal separation has a variety of tax implications
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NewsWills and Inheritance Quality Scheme re-accreditation
Access our new training courses through Law Society Learning
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NewsSurvey: Women in leadership in law – compensation and benefits
Take part in an anonymous survey to help Thomson Reuters investigate market trends in the role of compensation and women in leadership.
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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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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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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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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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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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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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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