All Private Client Solicitors articles – Page 37
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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
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FeatureDignity in death
Digital autopsies, where the deceased is scanned using a CT scanner, areless invasive than traditional post-mortems, and can provide a cause of death in over 70 per cent of cases. Claire Walker explains
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FeatureClimbing the ladder
Gary Rycroft welcomes plans by the Solicitors Regulation Authority to reform the route to qualification, especially if it can stimulate and promote social mobility within the profession
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FeatureBack to Basics: Authorised payments for CoP deputies
Those in control of the finances of an incapacitated person may be an attorney by a registered power of attorney or a deputy under the Court of Protection. As such, the authority that they hold in terms of the payments that they are authorised to make differs. Melinda Giles set ...
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FeatureThe acid test
Henrietta Mason considers recent developments in case law surrounding testamentary capacity, including the test for capacity, the burden of proof, the nature of understanding required, and mental disorders that might affect capacity