All Private Client Solicitors articles – Page 25
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NewsMoJ consults on code of practice for Mental Capacity Act
The Ministry of Justice is calling for evidence on the code of practice for the Mental Capacity Act 2005 (MCA 2005). The consultation closes on 7 March 2019.
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FeatureA stealthy new year: probate fees
Lesley King comments on recent developments in the private client sector, such as the controversial increase in probate fees and new wording for grant applications.
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NewsHMRC publishes guidance on cryptocurrency taxation
HM Revenue & Customs (HMRC) has published guidance on how individuals possessing cryptoassets may be taxed.
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NewsGovernment under fire for failure to check probate 'stealth tax' costs
Government officials have not assessed the cost of administering probate for high value estates, despite plans to introduce increased charges, it has emerged.
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AnalysisUndue influence: what is sufficient legal advice?
Roman Kubiak considers two contentious probate cases: an attorney’s application to be appointed as substitute personal representative in place of a donor; and a property transfer set aside for presumed undue influence.
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EventElderly and vulnerable client care conference (18 October 2019, London)
Booking is open for our elderly and vulnerable client care conference 2019, which will take place on 18 October at the Law Society in London.
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FeatureLoud and clear
From 6 December, law firms undertaking a number of common areas of work – including probate – will need to publish price- and service-related information on their websites. Sarah Brodie looks at what this could mean in practice
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OpinionCapacity confusion
Modern institutions are well-equipped to handle a person’s death. So why do so many struggle once someone has lost capacity, asks Fiona Heald
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FeatureShock of the new
The business of death is changing, as technology alters the way people are living their lives. How long before blockchain technology, e-signatures and chatbots become common on the private client stage? What else is waiting in the wings? Grania Langdon-Down investigates
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FeatureNothing but a number
There are now over 15 million people aged over 60 in the UK, but the marketing approach for this audience is often clichéd and outdated. Sue Bramall explains some key points to consider, and the mistakes to avoid
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FeatureSwim with the currency
The fluctuating fortunes of digital currencies and cryptocurrencies are making the headlines on a regular basis. As their popularity grows, what do practitioners need to know to advise investors and traders? Sophie Cisler presents a guide
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FeatureBack to basics: Drafting wills for overseas jurisdictions
Daniel Harris recaps the main legal issues affecting the writing of wills to cover cross-border assets
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FeatureEstoppel right now
Proprietary estoppel claims are on the rise – five relating to inheritance have reached the High Court this year alone. Emma Facey explains how to spot a claim and what to do if you do
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FeatureLeading the charge
EU legislation requires financial advisers to disclose all costs and charges relating to their retail client recommendations. Emma Kilburn explains what to look for in investment reports to make sure your adviser is compliant
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FeatureTake control
The EU GDPR magnifies the data privacy obligations of deputies and attorneys in relation to donors and people lacking mental capacity. Craig Ward provides a guide to the new requirements
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FeatureWealth of information
Ben Furlong looks at some recent changes in financial governance which have meant greater access to comprehensive financial information – and could have a significant impact on private client practice
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FeatureGoing electric
Helen Clarke reviews a new title on the administration of digital information by fiduciaries
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AnalysisStrike and you’re out: contradictory probate claims
Roman Kubiak breaks down the complex case of Bhusate v Patel & Ors [2018] EWHC 2362 (Ch), in which the claimant suffered a heavy defeat after pleading contradictory alternative claims.