All Private Client Solicitors articles – Page 33
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AnalysisThe right to buy? Maintenance and the 1975 act
Lesley King discusses two new important pieces of OPG guidance, and an interesting – and somewhat surprising – case on maintenance under the Inheritance Act 1975
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AnalysisContentious probate update August 2016
Roman Kubiak takes a look at some more notable recent cases in the contentious trusts and probate field that you may have missed.
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EventPrivate Client Section: Elderly client care conference (14 October 2016, London)
This popular event is tailored for private client practitioners dealing with the unique challenges of elderly clients. We are bringing together lawyers, health and social care experts, policy makers, academics and charity representatives to share their expertise on this complex area.
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FeatureForum for debate
In May 2016, the Law Society and Private Client Section hosted a roundtable discussion on the Mental Capacity Act 2005, to support the recently formed National Mental Capacity Forum. Gary Rycroft reports back on the day’s talking points
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FeatureTrouble comes in threes
Three major recent changes are set to significantly affect the profitability of buy-to-let property, affecting private client landlords and property investors. Graham Poles outlines the changes and their potential impact
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FeatureHappy anniversary
In 2006, significant changes were made to the way that most trusts are treated for inheritance tax purposes. Ten years on, many trusts will now have to consider reporting obligations and potential inheritance tax liabilities for the first time, explains Russell Haworth
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FeatureYear of decision
Anna Bicarregui and Alex Ruck Keene review the most important cases of the past year relating to the assessment of mental capacity, and to the consequences of being found to lack capacity both inside the Court of Protection and at common law
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FeatureBack to Basics: Lifetime gifts
Lifetime gifts are made for a number of reasons, two of the most common being generosity and a wish to save inheritance tax. Lesley King looks at the matters to consider in order for the gift to be valid.
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FeatureEscape route
Following recent changes to the current system of tax relief for buy-to-let investors, landlords now face a punishing tax regime if they stay in the market. Julie Butler suggests a way out: changing the status of the property to a furnished holiday letting
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OpinionRaise your voices
As we launch a new series on avoiding common errors in private client work, Gareth Marland explains why member feedback is crucial for the future development of PS
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FeatureDrawing interest
In the first of a series of articles focusing on common errors in private client work, Robert Marshall looks at how to avoid the pitfalls involved in drafting life interest trusts in wills
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AnalysisContentious probate case law update July 2016
Roman Kubiak, partner in the Contested Wills, Trusts and Estates team at Hugh James, takes a look at some of the most notable cases in the contentious trusts and probate field over the last few months.
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AnalysisRNRB and the new downsizing allowance
Two very different matters this month: I discuss an application to dispense with service of an application to make a statutory will on a person who was entitled to a half share in P’s estate and would be disinherited by the proposed will; and new ’downsizing’ provisions in the Finance ...
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FeatureCross purposes
Winning new work from existing clients will improve return on investment in marketing, client retention, revenues and profit, but many initiatives fail to make progress. Sue Bramall introduces a strategic approach to cross-selling private client services
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EventPrivate Client Section: Elderly client care conference (14 October 2016, London)
This popular event is tailored for private client practitioners dealing with the unique challenges of elderly clients. We are bringing together lawyers, health and social care experts, policy makers, academics and charity representatives to share their expertise on this complex area.
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FeatureClose to home
The financial abuse of the elderly is on the rise, and the perpetrator is frequently a family member. Richard Roberts details the warning signs practitioners should look out for, and the steps they can take where such abuse is exposed
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FeatureUsing mediation to resolve private client disputes
Leading commercial mediator Andrew Hildebrand explains how mediation can be used effectively to manage private client disputes
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AnalysisExtending the DOTAS regime to inheritance tax - the next chapter
Lesley King comments on HMRC’s long-awaited follow-up to last year’s consultation on the extension to DOTAS to inheritance tax