All Private Client Solicitors articles – Page 24
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FeatureGet the message
In the second of a two-part article on effective client communication, Fiona du Feu looks at the different – and not always obvious – ways in which clients may be vulnerable, and how your firm can best support them
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FeatureInstruction manual
Private client solicitors are increasingly requesting capacity assessments for their clients. Sophie O’Connell discusses how to instruct a mental capacity assessor with Judy Wurr and Sarah Post, both experienced independent mental capacity assessors
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Feature
Junior league
An anonymous junior lawyer lists some of the things they wish they’d known when first starting out in their career in private client practice
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OpinionMorning matters
Fiona Heald explains how we’re trialling a new early start for some Section events, based on feedback from last year’s equality and diversity survey
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FeatureNeeds must
For parents of children with learning needs, planning for the time when they are no longer able to care for them can be daunting and difficult. Nick Latimir, who has a child with autism, details some of the options available
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FeatureA place in the sun
Angharad Lynn looks at the issues involved when succession planning for clients with homes abroad
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FeatureAccidental interests in possession
Lesley King considers why it’s important to think through the inheritance tax consequences of giving a right to occupy.
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FeatureEqual inheritance tax for EU and non-EU taxpayers
Spain’s highest court has considered that Spanish inheritance tax rules discriminate against non-EU residents. Alberto Perez Cedillo summarises the decision.
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EventElderly and vulnerable client care conference (October 2020)
Our Private Client Section conference focused on the unique challenges of elderly and vulnerable clients.
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EventPrivate Client Section annual conference week (On Demand)
Hear from expert speakers in our recorded webinars, to equip you with the very latest thinking on private client work.
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EventDouble regional seminars: Older or incapable clients (OnDemand)
Download the slides and notes from this double seminar in February 2020, which focused on support for older or incapable clients, and was delivered by two of the top solicitors in private client law.
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EventCross border conference: The new international landscape (6 March 2020, London)
Our 2020 cross border conference will help you to keep on top of the increasingly complex and changing environment of international private client work.
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FeatureRise above
Eleanor Evans looks at managing the risks involved in probate and estate administration
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FeatureSecond time around
Using case studies, Charlotte Pollard and Sofia Thomas consider the range of tax and estate planning issues for clients remarrying or divorcing later in life, and flag the common pitfalls to avoid
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FeatureBack to basics: Nil-rate band discretionary trusts
Lesley King looks at the matters to consider when dealing with an estate where the will creates a nil-rate band discretionary trust
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FeatureBeast of burden
In July, the Office of Tax Simplification published its second, long-awaited report making recommendations for inheritance tax reform. Dawn Joughlin looks at the detail
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FeatureCharity case
Maria King discusses common will-drafting pitfalls with charitable gifts, and provides practical tips to avoid them
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FeatureWise council
Melinda Giles is the Law Society Council member for the Private Client Section. Here, she outlines the work she does and the role of Council