All Private Client Solicitors articles – Page 24
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FeatureWorkshop: Contentious probate update
Delegates at the conference could choose between five workshops, run twice over the course of the day. Tom Dumont summarises his workshop on contentious probate
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FeatureWorkshop: The role of the tax system in building the UK’s cultural patrimony
Delegates at the conference could choose between five workshops, run twice over the course of the day. Anastasia Tennant rounds up her workshop
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FeaturePlenary: Family affairs
Alexander Drapkin, in his session at the annual conference, covered an overlooked area of tax planning: the settlement of claims under the Inheritance (Provision for Family and Dependants) Act 1975
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FeaturePlenary: Changing times
At the Private Client Section conference, Lesley King provided her annual update following a very busy year for private client law and practice, covering developments around data protection, trusts and ISAs
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FeaturePrivate Client Section annual conference 2018 - the highlights
Private Client Section committee member Charlotte Pisuto rounds up the highlights of the Section’s annual conference, held in London on 29 June, and introduces our conference special edition
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AnalysisProbate update: misappropriate behaviour
Roman Kubiak discusses some more of the headline legal cases from last few months, including the misappropriation of a vulnerable person’s assets.
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AnalysisProbate update: Put an estoppel to that
Despite the summer break, it seems that the contentious trusts and probate world is as busy as ever. Roman Kubiak discusses some of the main cases to hit the legal headlines over the past few months.
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FeatureAll quiet on the estates front – relatively
August was, as always, comparatively quiet. Lesley King draws out a couple of points worth notice, including registration deadlines and a recent case where two minor children were awarded 11 per cent of their father’s estate.
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FeatureUnder review
Private Client Section committee member Stuart Adams reviews a new edition of an established title on trusts, which is packed with useful information
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FeatureJoining the DOTAS
Stuart Adams and Nova Maxwell look at how the government has widened the disclosure of tax avoidance schemes regime with reference to inheritance tax
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FeatureState of the art
Eleni Polycarpou and Giulia Trojano consider the tax and inheritance issues involved in handling estates rich in artworks, and look to the future and the rise of digital art
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FeatureSimple as that
The Office for Tax Simplification is currently undertaking a review of inheritance tax. While we can only guess at the final outcomes, solicitors need to be aware of the implications for any current or future tax planning arrangements, says Emma Gadsden
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FeatureOpting out
Demand to transfer out of defined benefit pensions is hitting new highs. While the reasons for this are clear, are clients truly aware of the risks involved, asks Justin Rourke
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FeatureMental notes
Stephanie David rounds up the key developments in mental capacity law, including the retrospective approval of gifts and choosing a litigation friend
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FeatureStaking a claim
We’ve all seen adverts urging us to claim for mis-sold payment protection insurance, and how easy the process is. But is it as simple once someone has died? Paul Saunders explains what options are open to those administering an estate
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FeatureBack to basics: Deeds of variation and disclaimers
Deeds of variation and disclaimers can prove useful tools to redirect dispositions in a will. Angharad Lynn reviews the basics
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FeatureNew release
£3bn was released in equity by homeowners last year. While it’s becoming a more popular way to boost retirement income, some solicitors remain apprehensive. David Burrowes, chairman of the Equity Release Council, explains why the legal profession needs to have a rethink
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FeatureUp to standard
Trustees have completed their second year of reporting under the Common Reporting Standard, but issues remain. Yasmin Metcalfe details this, and other updates that trustees need to be aware of, including the interaction between the Standard and the General Data Protection Regulation
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FeatureRaised voices
Communication is a critical factor in many complaints relating to legal services, according to a recent report by the Solicitors Regulation Authority. Fiona du Feu examines 10 common communication areas that can make a difference
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FeatureProducing the goods
Charlotte Pollard of DKLM discusses her journey from TV production to private client law, and why she has never looked back