All Private Client Solicitors articles – Page 25
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Feature
It begins at home?
Building trust with charity legacy professionals, better Law Society leadership and tackling will-making misconceptions are all needed to encourage solicitors to discuss charitable giving with clients, according to a roundtable led by the Private Client Section. Duncan Wood reports
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Opinion
Practically speaking
There is a plethora of training available for private client solicitors, but the practical detail is invariably lacking, says Fiona Heald. She explains how the Private Client Section is trying to do things differently
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News
Clear probate
The new regulations requiring law firms to publicly display their prices will be going ahead – rules that apply to probate work. The Law Society’s Michael Lonergan summarises the new requirements and where more advice can be had
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Event
Webinar: Court of Protection cases – achieving a fair reward for your work (OnDemand)
This webinar on 4 September 2018 looks at how lawyers get paid for work on deputyship cases.
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News
Law Society publishes new briefing on SRA transparency rules
The new briefing will help you get a better understanding of what the changes were, why they were announced, and initial points to consider for risk and compliance within your practice.
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News
SRA gives green light to freelance solicitors
Last week, the SRA announced a series of decisions on the outcome of its Handbook reforms. Marzena Lipman, policy adviser at the Law Society, gives an overview of the changes.
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News
Firms’ websites must show prices, SRA announces
Under new proposals confirmed by the SRA, law firms will now be required to publish the prices they charge. This will cover conveyancing, probate, motoring offences, immigration advice and the cost of bringing claims before an employment tribunal.
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Feature
GDPR: I’ll try to keep it brief
You’re probably heartily sick of hearing about the GDPR, but it is undeniably relevant to trustees and personal representatives (PRs). Lesley King takes a closer look at some of the implications for private client practitioners.
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Analysis
Payne in the probate: witness signatures and unauthorised withdrawals
This month Roman Kubiak looks at an appeal where a will was upheld despite lacking witness signatures and a case where an attorney has been ordered to account for unauthorised payments from their father’s estate.
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FAQ
Library FAQ: How to find precedents for contentious probate
The Law Society Library provides guidance on contentious probate (Larke v Nugus) and where precedents and guidance can be found.
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News
John Howard: an apology
In the May 2018 edition (issue 133) of PS, the Law Society published an article entitled ‘State of mind’ by Elizabeth Barclay, a solicitor at Howard Kennedy LLP.
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Feature
Cross-reference
Kate Mahon rounds up the talking points from this year’s Private Client Section cross-border conference, held in March at the Law Society
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Opinion
Don't bank on it
Fiona Heald wonders whether the unstoppable rise of internet and mobile banking is leading to a generation ignorant of the basics of banking, and leaving many older people behind
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Feature
A sympathetic ear
The services of private client solicitors are often called on at stressful and strained times in people’s lives, which can involve loss and pain. But what if clients come to you with thoughts of ending their own lives? Lesley Woolf and Sheree Green explain what you can do
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Feature
Handling the situation
There are increasing reports from legal professionals that GPs are either reluctant or declining to conduct mental capacity assessments. Dr Julian Sheather and Dr Peter Holden provide a GP’s perspective
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Feature
In whom we trust
Clare van Overdijk examines new guidance from the Court of Protection on the appointment of trust corporations as property and affairs deputies
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Feature
Back to basics: Working with farming accountants
Julie Butler and Fred Butler offer advice on the farm ownership structure and providing for strong succession planning.
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Feature
Trans facts
Despite greater awareness and public understanding of gender identity, many transgender people still face discrimination. Alison Craggs and Debra Gers examine the key legal rights of transgender people – from management of wills and inheritance rights to equality in the workplace
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Feature
Take my advice
Huge changes are afoot in the financial advice industry; it is becoming more difficult to keep up with regulatory change and identify the right advice firm for your client. Stephen Kavanagh lists the issues you should consider to ensure you make the best choices