All Private Client Solicitors articles – Page 19
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FeatureBenefit of discussion
James Simpson and Lucie Glover provide a comprehensive guide to the range of welfare benefits available to older clients
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FeatureMade in China
Alberto Perez Cedillo speaks to Peter Ni-Zhong, partner at Zhong Lun in Shanghai, about the private client landscape in China
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OpinionGoodbye, girl
Kate Mahon discusses the transformative effect the recent loss of her dog, Tess, has had on her – and how it’s made her a better private client lawyer
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FeatureIdentity politics
Many will be familiar with when to obtain identification and verification for new clients, but if the relationship becomes a long-standing one, how often should you be monitoring this? Kate Burt explains
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FeatureTaxing pensions
Sarah Astley revisits spousal bypass trusts. They may have fallen out of favour, but she explains they are still relevant in today’s world of pension freedoms and a useful tax planning tool
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FeatureTaking the register
Christopher Salomons looks at the latest position of the Trust Registration Service – what trusts to register, what must be reported, and when by
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FeatureInto the woods
Philip Whitcomb looks at possible inheritance tax relief in respect of woodlands
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FeatureNew excepted estates regulations
Lesley King details excepted estate regulations that come into force in the new year, and the various tax implications that they have.
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FeatureAward for success
Roman Kubiak discusses recent judgments where success fees have been awarded to a claimant under the Inheritance (Provision for Family and Dependants) Act 1975, and how “moral claims” to estates are evidenced.
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FAQLibrary FAQ: The Law Society Library gives details of sources of precedents for separation agreements
The Law Society Library maintains a database of enquiries called Common Queries. These include results from research to find forms, precedents, rules, regulations and guidance. These records can be accessed via the library catalogue.
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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