All Private Client Solicitors articles – Page 33
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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
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FeatureNew habits
Philip Giles explains how private client, property and family departments can best work together when advising co-habitees
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FeatureBlue Skype thinking
Internet-based services can deliver better quality at lower cost – and are suitable for a wider range of client groups than most lawyers think. Vicky Ling explains which groups can benefit and provides advice on setting up such a service
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FeatureScreen savers
In an ever-changing digital world, it is becoming increasingly important to make arrangements for the future protection of digital assets, including online accounts. Nick Wenban-Smith provides a practical guide
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FeatureGive to receive
Whether through ad hoc charitable donations or a strategic programme of philanthropy, clients in Britain have a long history of ‘giving back’. Alana Petraske and Christopher Groves look at the options, and the tax reliefs available
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FeatureGive a little
Legacy giving is increasingly important to charities, but only 6.3 per cent of the population leaves a charitable will. Research by Remember A Charity offers useful insights into how solicitors can promote charitable giving to clients, says Rob Cope
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FeatureThe main event
Events can help you promote your firm to new and existing clients, and build relationships – but only if you do it well. Annaliese Fiehn provides her top tips for planning an event