All Private Client Solicitors articles – Page 26
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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
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FeatureIt 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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OpinionPractically 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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NewsClear 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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EventWebinar: 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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NewsLaw 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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NewsSRA 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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NewsFirms’ 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.