All Private Client Solicitors articles – Page 32
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FeatureBack to basics: Working with farming accountants
Julie Butler and Fred Butler offer advice on the farm ownership structure and providing for strong succession planning.
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FeatureTrans facts
Despite greater awareness and public understanding of gender identity, many transgender people still face discrimination. Alison Craggs and Debra Gers examine the key legal rights of transgender people – from management of wills and inheritance rights to equality in the workplace
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FeatureTake my advice
Huge changes are afoot in the financial advice industry; it is becoming more difficult to keep up with regulatory change and identify the right advice firm for your client. Stephen Kavanagh lists the issues you should consider to ensure you make the best choices
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FeatureArtistic legacy
The estates of artists, writers and other creative people throw up many issues, from the division of rights to preserving their reputation after death. Helen Citron and Robert Craig describe how the will-drafter can play a crucial role in ensuring things go smoothly
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FeatureUnder review
Private Client Section committee chair Fiona Heald reviews a new title on the financial abuse of the elderly
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FeatureMy legal life
As part of our series of interviews with private client solicitors, David Jones of Hugh Jones Solicitors discusses his pro bono work and his theory on why fewer young people are attracted to a private client career
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AnalysisBe reasonable: estate admin fees and financial provision for cohabitants
This month, Roman Kubiak looks at a case where beneficiaries of an estate challenged the reasonableness of fees incurred by executors in instructing two different firms, and a recent claim by an elderly cohabitee for reasonable financial provision who was awarded an outright transfer of property and capital lump sum.
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FeatureSafe from harm
Law firms are an increasingly attractive target for cybercriminals – and private client solicitors, who often hold data on high-net-worth clients, are obvious prey. Robert Rutherford explains how you can stay safe, and remain one step ahead of the scammers
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FeatureNotifiable arrangements under DOTAS
Lesley King discusses the conditions which need to be met for notifiable arrangements.
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EventWebinar: Drafting wills to cover assets in overseas jurisdictions (OnDemand)
Whether you want to be able to draft a single will to cover your clients’ worldwide assets or whether you need to draft more than one will to cover your clients’ assets in the UK or abroad, this webinar will help you to understand the inherent dangers and opportunities.
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FeatureNew ISA and DOTAS regulations on the way
Lesley King dissects new regulations on ISAs and the disclosure of tax avoidance schemes.
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EventPrivate Client Section annual conference 2018 (29 June, London)
The Law Society’s Private Client Section annual conference 2018 is an essential event for those who manage the legal affairs on behalf of their private clients in the UK and overseas.
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FeatureContentious probate update: Recovering trust property, establishing paternity, and testamentary capacity
This month, Roman Kubiak analyses Burnden Holdings v Fielding, Nield-Moir v Freeman and James v James.
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FeatureCharm offensive
Fiona Heald muses on how to attract more young solicitors into private client work
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FeatureParadise lost
The Panama Papers leak from one of the world’s largest offshore law firms has led to a hardening of attitudes towards tax avoiders – and that arguably includes many lawyers, who are deemed complicit in the actions of their clients. Diana Bentley looks at how the landscape has changed.
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FeatureA fine line
A professional deputy is under a duty to protect P from financial abuse and spending unwisely, but when does this become overprotectiveness? Using practical examples, Holly Miéville-Hawkins and Asha Beswetherick explain how you can navigate this increasingly fine line
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FeatureSaying Grace
As part of our new series of interviews with private client solicitors, Grace Serwanga, partner at Simpson Millar, talks about her career highlights and challenges, and her work in breaking down the resistance within different communities to making a will
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FeatureDomicile effect
Government proposals for the taxation of non-domiciled individuals who have been long-term UK residents have been scrapped, reversed and postponed, leading to a whirlwind of changes taking effect retrospectively from 6 April 2017. Annie Bouch outlines some of the key changes
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FeatureThe devil’s in the data
Much has already been written about the forthcoming General Data Protection Regulation, but what does it mean exactly for private client firms? Emma Burns and Tim Hill explore three core issues you must address to ensure compliance