All Private Client Solicitors articles – Page 26
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FeaturePlenary: Intellectual capital
Emma Chamberlain spoke at the Private Client Section annual conference 2019 on capital taxes, including the government’s planned reform of trusts, the transfer of assets on divorce, and the gifts with reservation of benefit rules
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FeatureWorkshop: Developing more private client work
Kim Tasso summarises her session on developing a stragegy to get more private client work.
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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. William Moffett recaps his key contentious probate cases from 2019
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OpinionTurn of events
Fiona Heald looks back at the annual conference, and ahead to our upcoming events and how we’re looking to support you in the year ahead
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FeaturePlenary: Good as golden
At the Private Client Section annual conference, Lesley King provided her yearly update on private client law and practice, covering the residence nil-rate band, the importance of the ‘golden rule’, and an urgent Court of Protection application
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FeatureIn a bind: drafting deadlines for conditional gifts in a will
Lesley King comments on a case where the time to comply with the condition of a will expired before the beneficiaries were aware of it – and on Scarle v Scarle, which dealt with deaths in uncertain order.
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FeatureMaking a lasting power of attorney – getting it right first time
Laura Crouch and Shahzad Aziz from the Office of the Public Guardian offer top tips to speed up the process of setting up a lasting power of attorney.
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FeaturePPI: my firm’s approach
Ian Bond discusses the steps his firm has taken ahead of the 29 August deadline for payment protection insurance claims.
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NewsBirmingham District Probate Registry to close at the end of August
It has now been announced on the GOV.UK website that the registry will close on 30 August 2019, and work will be transitioned to Newcastle District Probate Registry
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OpinionKeep on moving
As the pace of life continues to accelerate, Fiona Heald considers what keeps a career in private client interesting and engaging
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FeatureSafety first
Melinda Giles provides a comprehensive guide to the safeguarding process for adults and what you can do if you have a concern about a vulnerable client
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FeatureBroader horizons
Are you considering retirement, or just feeling dissatisfied with a career only as a solicitor, and thinking about exploring other opportunities? Rachel Brushfield looks at some of the different career options open to senior solicitors
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FeatureBack to Basics: Residence and domicile
Jo Summers goes back to basics on residence and domicile
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FeatureMoney talks
Charlotte Pisuto discusses new guidance from the Office of the Public Guardian for attorneys and deputies on making investment decisions for vulnerable people
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FeatureWalking the tightrope
It can be difficult for smaller firms to stay on top of the regulations relating to legal practice. As the SRA prepares to launch its new Standards and Regulations this autumn, Matthew Moore presents a guide to the key compliance issues you need to know about
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FeatureIt takes two
Using a real-life case study of a complex estate, Charlotte Pollard and Sofia Thomas explain how solicitor and tax adviser working together and taking a holistic approach can reap benefits for clients
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