All Private Client Solicitors articles – Page 35
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FeatureBack to Basics: Managing stocks and shares as part of an estate
Practitioners face a number of issues when dealing with an estate that contains portfolios of stocks and shares. It’s important to have a good understanding of how you can help clients plan before death, and deal with shares as part of the administration of an estate after death. Christopher Ekisson ...
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FeaturePersonal services
It’s all well and good advertising a friendly and personable service, but law firms, and private client solicitors in particular, need to be visible and accessible to prospective clients at all times. Gary Rycroft explains
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FeatureTomorrow’s world
A new Law Society report looks at the future of the legal services market, including the potential impact of technology. Tim Hill looks at how technological innovation may affect the private client market
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FeatureRoaring succession
The fifth Section conference on cross-border and international private client issues focused on the EU Succession Regulation – commonly known as Brussels IV. Alberto Perez Cedillo reports back on the talking points of the day
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FeatureGeneration game
Major changes to the tax charges that apply to benefits paid on the death of a pension scheme member took effect almost a year ago. Jo Summers outlines what benefit options now apply, and how you can plan effectively for your clients
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FeatureLine of duty
Charles Holbech discusses some recent cases that provide useful guidance on the scope of trustees’ duties
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FeatureDrawing the line
A recent case shed light on the jurisdiction of the Mental Capacity Act 2005 when a person has capacity but is still vulnerable. Falling on one side of this line or the other can have significant consequences, argue Mungo Wenban-Smith and Alex Ruck Keene
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FeatureBack to Basics: Finalising a tax liability
It’s become increasingly difficult to finalise an individual’s tax liability under the UK tax system. Lisa Vanderheide and Karmjit Mader provide a guide
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FeatureWelcome aboard
Gary Rycroft welcomes three new members to the Private Client Section committee, and reports back from the Cross Border Conference
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FeatureCasing the joints
Julia Hardy and Fiona Lawrence explain the issues around joint bank accounts after one of the account-holders dies
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EventPrivate Client Section Annual Conference, London (1 July 2016)
The 2016 Law Society Private Client Section annual conference will equip you with the very latest thinking on private client work.
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AnalysisGoing it alone
Lesley discusses a recent First-tier Tribunal which saw executors who had chosen to administer an estate without professional advice left with personal liability for an income tax bill that they were unable to settle from the estate
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AnalysisLord Lucan is officially dead
Lesley King rounds up the latest talking points in private client law, including Lord Lucan’s officially declared dead after over 40 years, and a High Court ruling that the lack of a personal representative does not allow a beneficiary to bring an action to protect assets on behalf of an ...
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FeatureCapital thinking
Tax changes applying since April 2014 have created new opportunities and pitfalls for those buying and selling commercial property. Ray Chidell and Jake Iles explain
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FeatureToo simple?
The simplification of lasting powers of attorney may encourage more people to make one, but the changes also remove certain safeguards, which could lead to abuse of the system. Fiona Heald explains
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FeatureIn their shoes
In July 2015, Office of the Public Guardian introduced new deputy standards to support and supervise professional and public authority deputies. Jack Dunkley explains what prompted the guidelines, and reports on the feedback so far
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FeaturePowers that be
Richard Heaney looks at the land registration aspects of transactions involving the use of a power of attorney, and what you can do to ensure these applications are processed as quickly as possible.