All Private Client Solicitors articles – Page 35
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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
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FeatureWinner takes all
Hertfordshire firm Debenhams Ottaway was the first winner of the Law Society’s Excellence in Private Client Practice Award in 2015. Susan Glenholme explains the wealth of benefits winning the award has brought to the business
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FeatureThe line of duty
The new higher stamp duty land tax rate for additional properties came into effect on 1 April 2016. Nigel Popplewell outlines how the changes apply to purchasers, including companies, trustees, and those with existing inherited property
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OpinionHere comes trouble
Government plans to raise probate fees is the latest move to ‘reform’ private client law. Such meddling can only lead to more problems, argues Gary Rycroft
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FeatureWilling and able?
Constance McDonnell looks at the complexities of assessing testamentary capacity remotely, including in online will-making, and whether solicitors should proceed with an instruction if there is uncertainty as to capacity
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FeatureISA on the prize
Making use of the annual ISA allowance is one of the simplest ways to shelter tax investments efficiently, but one that many more investors could take advantage of. Toni Carver rounds up some recent changes to the ISA regime
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FeatureGiving you the benefits
There are many welfare benefits available to elderly clients who satisfy the appropriate criteria, but this is a complex and rapidly changing area of the law. Nicola August and Val Prosser provide a guide to the major benefits, and how you can challenge a decision
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FeatureSpanish ties
Nine months after it came into force, Alberto Perez Cedillo addresses the impact of the Brussels IV regulation on cross-border successions in Spain – and details other Spanish internal laws you need to be aware of when dealing with an estate