All Private Client Solicitors articles – Page 39
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AnalysisRamsay v Ramsay: capacity does not have to be perfect
Lesley King discusses Ramsay v Ramsey [2015] All ER (D) 32 (Sep), the latest in a long line of wills made by elderly people that has been challenged by one or more of their children on the basis of lack of testamentary capacity
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FeatureDoubt of the benefit
Demonstrating beneficial ownership of property for tax purposes is not always straightforward. Lisa Vanderheide and Karmjit Mader consider how to evidence it, and the options available when agreement cannot be reached with HM Revenue & Customs
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UpdatePrivate Client Section annual conference 2015: an introduction
Private Client Section chair Simon Leney rounds up the highlights of the Section’s annual conference, held in London on 3 July, and introduces our conference special edition.
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FeatureAt your service
The Consumer Rights Act 2015 comes into force in October, marking one of the biggest changes to consumer rights law of the last decade. Sylvia Rook outlines the implications of the act as it applies to solicitors as service providers
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FeaturePass it on
At the Private Client Section annual conference, Chris Whitehouse gave an update on inheritance tax changes, including the taxation of relevant property trusts, the extension of the nil-rate band, and tax avoidance
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FeatureIn with the new
Graham Poles looks at what developments, challenges and opportunities the new parliament might bring for private clients
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FeatureMake no mistake
At the Private Client Section annual conference, Lesley King provided an update on recent developments in private client law, focusing on issues of risk, including around solicitors’ negligence, relief for errors, and donatio mortis causa
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FeatureSilver linings
Michael Hodin, executive director of the Global Coalition on Aging, talks about our ageing population
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FeatureGood as gold
How can solicitors ensure their clients get the best possible financial advice? Lucy Trevelyan looks at the options for partnering with financial advisers, and highlights two of the major potential issues: regulation and insurance
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FeatureIn the right direction
With the increase in tax avoidance schemes involving long-term loans, the issue of personal representatives’ liabilities to creditors has again reared its ugly head. Georgia Bedworth outlines a potential solution: applying to the court for directions
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FeatureCommunity caring
Jan Garrill explains the role of community foundations in lifetime and legacy giving, and how solicitors and foundations can work together to ensure the solution chosen is the most appropriate for clients and their families
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FeatureAction plan
At this year’s Private Client Section annual conference, chief executive Catherine Dixon discussed the development of a new strategy this November. Here she updates on progress
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Analysis10 things you should know about the new residence nil-rate band
Legislation was introduced in the Summer Finance Bill 2015, published in July, to provide for an additional main residence nil-rate band. Lesley King explains the implications for inheritance tax
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AnalysisBrussels IV is here: what you need to know
The new European succession regulation, better known as Brussels IV, came into force on 17 August. It will have an impact on both UK residents with property in other EU states and UK expatriates resident in other EU states. Lesley King presents a top-level, back to basics guide
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AnalysisSpotlight: Ilott v Mitson [2015] EWCA Civ 797
Heather Ilott has been awarded £164,000 from the estate of her estranged mother by the Court of Appeal, even though her mother’s will expressly stated that she should receive nothing. Are other wills now at risk? Samantha Ewing and Margaret Windram considers what lessons can be learnt
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NewsCare Act funding reforms pushed back to 2020
The introduction of a cap on social care costs - a key government election manifesto - is postponed after outcry from local authorities
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AnalysisSpotlight: King v Chiltern Dog Rescue
The Court of Appeal has overturned a claim for donatio mortis causa (DMC) and added clarity to the law in this area. Clara Staunton, solicitor at Myerson, explains