All Private Client Solicitors articles – Page 36
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FeatureLink in the chain
Susan Kench and Emily Miller help you get to grips with LinkedIn and explain why it is worth a private client solicitor’s time
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FeatureBack to Basics: Removing and retiring trustees and PRs
Removing a fellow professional fiduciary
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FeatureReduced circumstances
The case for pensions has become more compelling over recent years, with increased flexibility and lower tax charges. However, a number of recent changes have reduced how much higher earners in particular can benefit. Patrick Connolly explains
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FeaturePower play
In the aftermath of Miles & Beattie v The Public Guardian, the law is in a state of confusion in respect of what can be specified about a joint power of attorney in a lasting power of attorney. Adam Boyle looks in detail at the judgment
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FeatureAll good advice
The 2013 Retail Distribution Review drastically altered the financial advice landscape. Stephen Kavanagh looks at the pressures on financial advisers, and what it could mean for the future – and independence – of financial advice
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AnalysisThe biggest contentious probate cases of 2016 so far
Roman Kubiak, partner 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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AnalysisCosts of trust litigation: Blades v Isaac & Alexander
Lesley King discusses Blades v Isaac & Alexander [2016] EWHC 601 (Ch), which raises some some interesting points on the role of executors and trustees of discretionary trusts.
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AnalysisSpotlight: Budget 2016
John D Bunker, head of Private Client Knowledge Management at Thomas Eggar, brings you up to speed on the key private client measures in this year’s budget
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FeatureVariation on a theme
If a will is not fit for purpose or the estate could have been disposed of more efficiently from a tax point of view, all is not lost. It is possible to vary the disposition of an estate. Georgia Bedworth explains
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FeatureYoung blood
Young private client solicitor Elin Dukes reflects on what drew her to the practice area, and what firms can do to attract more talent at trainee level
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FeatureTo top it all
A top-up fee can improve the experience of care received by an older person in a care home. But too often, these fees are imposed without the informed consent of all parties and become a ‘secret subsidy’. Janet Morrison explains
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FeatureBill of health
As the population ages, identifying who should pay for those in need of long-term care has become a vital issue for solicitors. Lisa Morgan considers how NHS continuing healthcare can help, the role of the solicitor in the process – and the pitfalls involved
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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