All Private Client Solicitors articles – Page 30
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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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FeatureGDPR: 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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AnalysisPayne 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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FAQLibrary 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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NewsJohn 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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FeatureCross-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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OpinionDon'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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FeatureA 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