All Private Client Solicitors articles – Page 3
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FeatureProtect and serve
Cate Searle and Clare English examine considerations needed before selling a protected party’s property
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FeatureWhen life imitates art
Is the increased media coverage of succession planning influencing what people do? Elizabeth Gibbison and Richard Smaller investigate
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FeatureKeeping on top of AML
Amy Bell explains how private client lawyers can make sure they are compliant with anti-money laundering regulations
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FeatureFall from favour
Stephen Lawson, with Andrew Bishop, shares the steps you should take if you are asked to renounce your position as an executor
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EventLaw Society Property Conference 2024 (16th Oct 2024, London)
This conference is part of our Law Society Property Week taking place from 14th – 18th October, which offers exclusive benefits to conference delegates.
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FeatureDeveloping an intergenerational strategy
Stephen Moses of Law Society partner Zenplans outlines how to increase your client base with an intergenerational strategy
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FeatureRea v Rea and undue influence claims
Rajinder Rai examines the judgment in Rea v Rea, and the implications for claims of undue influence
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VideosMember talk: contentious probate
Catch up with significant contested probate cases from the past 12 months and uncover the dos and don’ts of contentious probate. This series of bitesize videos, exclusive to Private Client Solicitors Section members, is delivered by experts to support you in giving the best possible legal advice to your client
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FeatureHow an investigator can support with contentious probate
Tony Imossi, of Law Society partner ABI, explains the benefit of using a professional investigator when dealing with a contentious will or trust
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OpinionReflecting on taxing challenges
New chair and vice-chair of the Private Client Solicitors Section Committee (PCSSC), Elizabeth Gibbison and Sarah Robinson reflect on 2023 and offer some predictions for 2024
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FeatureUnder the influence
Louise Dodds looks at undue influence and fraudulent calumny in respect of wills, and what you can do as a practitioner
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FeatureTricks of the trade
Kim Tasso looks at a three-tier, full firm approach to marketing private client services
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FeatureMastering LPAs and SIPPs
Alistair Ellen, director of FP Wealth Management, shares how attorneys and self-invested personal plans (SIPPs) interact and what to be mindful of if a donor and SIPP owner loses capacity
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FeatureBack to Basics: Heritage assets
Sarah Murphy examines the inheritance tax implications of historic estates and national treasures
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FeatureReputation on the line
Natalie Wright, from Law Society partner Mazars, looks at the importance of due diligence and considerations of your reputation when referring to financial advisers
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FeatureRetaining revocation
The pitfalls of abolishing section 18 of the Wills Act 1837 should not be underestimated, argues Byron Jones
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FeaturePulling the strings
As careers progress, many lawyers are put in management roles without necessarily having the tools to succeed. Susan Glenholme offers an introductory guide for those managing staff
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FeaturePutting clients first
Asset protection trusts have been in the news recently and not always for good reason. Tom Morrish comments