All Private Client Solicitors articles – Page 21
-
FeatureWorkshop: Contentious probate update
Delegates at the conference could choose between five workshops, run twice over the course of the day. William Moffett recaps his key contentious probate cases from 2019
-
FeatureWorkshop: Developing more private client work
Kim Tasso summarises her session on developing a stragegy to get more private client work.
-
FeaturePlenary: Intellectual capital
Emma Chamberlain spoke at the Private Client Section annual conference 2019 on capital taxes, including the government’s planned reform of trusts, the transfer of assets on divorce, and the gifts with reservation of benefit rules
-
FeatureWorkshop: Inheritance tax on business property: how to protect your clients
Steven Appleton rounds up his workshop on inheritance tax on business property.
-
FeatureAnnual conference 2019
Private Client Section committee member Helen Starkie rounds up the highlights of the Section’s annual conference, held in London on 28 June, and introduces our conference special edition
-
FeatureWorkshop: Elderly client care and the Mental Capacity Act 2005
Delegates at the conference could choose between five workshops, run twice over the course of the day. Helen Clarke rounds up hers on elderly client care and the Mental Capacity Act 2005
-
FeatureIn a bind: drafting deadlines for conditional gifts in a will
Lesley King comments on a case where the time to comply with the condition of a will expired before the beneficiaries were aware of it – and on Scarle v Scarle, which dealt with deaths in uncertain order.
-
FeatureMaking a lasting power of attorney – getting it right first time
Laura Crouch and Shahzad Aziz from the Office of the Public Guardian offer top tips to speed up the process of setting up a lasting power of attorney.
-
FeaturePPI: my firm’s approach
Ian Bond discusses the steps his firm has taken ahead of the 29 August deadline for payment protection insurance claims.
-
NewsBirmingham District Probate Registry to close at the end of August
It has now been announced on the GOV.UK website that the registry will close on 30 August 2019, and work will be transitioned to Newcastle District Probate Registry
-
OpinionKeep on moving
As the pace of life continues to accelerate, Fiona Heald considers what keeps a career in private client interesting and engaging
-
FeatureSafety first
Melinda Giles provides a comprehensive guide to the safeguarding process for adults and what you can do if you have a concern about a vulnerable client
-
-
FeatureBroader horizons
Are you considering retirement, or just feeling dissatisfied with a career only as a solicitor, and thinking about exploring other opportunities? Rachel Brushfield looks at some of the different career options open to senior solicitors
-
FeatureBack to Basics: Residence and domicile
Jo Summers goes back to basics on residence and domicile
-
FeatureMoney talks
Charlotte Pisuto discusses new guidance from the Office of the Public Guardian for attorneys and deputies on making investment decisions for vulnerable people
-
FeatureWalking the tightrope
It can be difficult for smaller firms to stay on top of the regulations relating to legal practice. As the SRA prepares to launch its new Standards and Regulations this autumn, Matthew Moore presents a guide to the key compliance issues you need to know about
-
FeatureIt takes two
Using a real-life case study of a complex estate, Charlotte Pollard and Sofia Thomas explain how solicitor and tax adviser working together and taking a holistic approach can reap benefits for clients
-
-
FeatureState of independence
The SRA introduces a new “independent solicitor” model this November, which will allow solicitors to provide legal services on a freelance basis. But how will the model work in practice, and could it be for you? Marzena Lipman takes a closer look