All Private Client Solicitors articles – Page 29
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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.
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FeatureLasting things first: transparency rules and LPAs
Lesley King comments on recent developments including the new transparency rules and guidance on lasting powers of attorney.
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FAQLibrary FAQ: What are the rules on making a living will?
The Law Society’s Library discusses advance decisions or living wills, and sources of commentary and precedents.
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OpinionFace to face
Fiona Heald recaps her highlights from this year’s annual conference, and recalls standout past events
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FeatureKeynote: Hot off the press
At the conference keynote session, Paul Lewis, financial journalist and broadcaster, in conversation with John Hyde, deputy news editor of the Law Society Gazette, spoke about pricing and clarity in legal services
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FeatureWorkshop: Business property relief and agricultural property relief
Delegates at the conference could choose between five workshops, run twice over the course of the day. Philip Whitcomb rounds up his workshop
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FeatureWorkshop: Pensions
Delegates at the conference could choose between five workshops, run twice over the course of the day. Luke Brooks and Paul Garwood sum up their session
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FeatureWorkshop: Elderly client care and the Mental Capacity Act 2005
Delegates at the conference could choose between five workshops, run twice over the course of the day. Helen Clarke rounds up hers below
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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. Tom Dumont summarises his workshop on contentious probate
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FeatureWorkshop: The role of the tax system in building the UK’s cultural patrimony
Delegates at the conference could choose between five workshops, run twice over the course of the day. Anastasia Tennant rounds up her workshop
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FeaturePlenary: Family affairs
Alexander Drapkin, in his session at the annual conference, covered an overlooked area of tax planning: the settlement of claims under the Inheritance (Provision for Family and Dependants) Act 1975
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FeaturePlenary: Changing times
At the Private Client Section conference, Lesley King provided her annual update following a very busy year for private client law and practice, covering developments around data protection, trusts and ISAs
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FeaturePrivate Client Section annual conference 2018 - the highlights
Private Client Section committee member Charlotte Pisuto rounds up the highlights of the Section’s annual conference, held in London on 29 June, and introduces our conference special edition