All Private Client Solicitors articles – Page 31
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FeatureWind it up
Jo Summers addresses the key taxation issues trustees must be aware of when winding up a trust
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FeatureWorking it out
Mediating may not make an unhappy family happy, but it can be a useful way of helping you sort out sensitive private client issues before they escalate. Andrew Hildebrand explains
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FeatureHelping hands
Stuart Adams reviews a new title from the Law Society on all aspects of contentious probate work
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FeatureSPECAL delivery
Penny Garner spoke at the 2016 Elderly Client Care Conference about the work of the Contented Dementia Trust in managing the well-being of people with dementia. She discusses how solicitors can get involved, and responds to some of the criticisms of the Trust’s methods
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FeatureCutting a pathway
In September 2016, the Court of Protection initiated a new pilot involving the allocation of one of three case management pathways, aimed at improving the speed and consistency of cases. Katie Webber explains what has changed and, five months on, assesses its impact
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FeatureOnly connect
In the last edition of PS, Vicky Ling discussed the use of webcams in delivering legal services. Here, she speaks to Philip Goldberg , managing director of the newly-merged Minton Morrill solicitors in Leeds, on how the firm uses webcam technology in its Court of Protection practice
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FeatureCome together
The 2016 Elderly Client Care Conference brought together lawyers, health and social care experts, academics and charities to deliver practical advice on the unique challenges of elderly client law. Sarah Murphy reports back from the day
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OpinionBright ideas
Gary Rycroft explains how the Section committee has been pooling its expertise for the benefit of members
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FeatureBanking on it
The so-called Bank of Mum and Dad plays a vital role in helping young people to take their first steps on to the housing ladder, but the legal issues for a solicitor to deal with are manifold. Sally Pike advises on how to ensure things go as smoothly as possible
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FeatureChecks and balances
Upcoming tax changes may lead more private property investors to incorporate. Susan Winter looks at the pros and cons of each structure, and the implications for private clients who own property as an investment
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FeatureBack to Basics: Administering trusts
In this Back to Basics, Simon Leney identifies some of the building blocks that are needed to do this work effectively. The article is in three parts: the take-on of a newly established trust, the take-on of an existing trust, and the conduct of a trust
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NewsThe Fourth Anti–Money Laundering Directive ((EU) 2015/849)
Lesley King provides commentary on the impact of 4ALMD on practitioners.
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EventPrivate Client Section annual conference 2017 (SRA competence A2) (30 June 2017, London)
The conference will equip you with the very latest thinking on private client work, with parallel workshops covering current hot topics. This is an essential event for those who manage legal affairs on behalf of private clients in the UK and overseas.
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AnalysisThe investment landscape in 2017: what next?
Patrick Connolly offers some guidance on how best to advise clients about handling their investments in a post-Brexit / Trump landscape.
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AnalysisSurvivorship clauses and the commorientes rule
Lesley King discusses survivorship clauses in wills following death and the recent judgment in Jump v Lister.
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Case studiesContentious Probate Update - December 2016 (Part 2)
Roman Kubiak rounds up significant probate cases in recent months, including solicitor facing prison sentence for ignoring court orders.
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AnalysisContentious Probate Update - December 2016 (Part 1)
Roman Kubiak rounds up significant probate cases in recent months, including the Supreme Court judgment which overrules the reliance-based approach on illegality in Tinsley v Milligan.
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FeatureIn principle
The courts are increasingly willing to entertain proprietary estoppel claims and to hone the various limbs of the law. George Mallet examines two recent Court of Appeal decisions