All Private Client Solicitors articles – Page 41
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AnalysisHave I the right?
The public guardian has been criticised by the Court of Protection for refusing to register a property and financial affairs LPA. Lesley King explains why
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EventPodcast: Elderly client update (22 January 2015)
This podcast is a recording of one of the 2015 Section regional seminars. Helen Clarke provides an elderly client update, including coverage of the Care Act
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FeatureManual handling
Helen Clarke reviews the first guide for practitioners on the Care Act 2014 to hit the market
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FeatureDigging deep
It’s over 10 years since HMRC introduced the DOTAS regime. Tony Monger and Dave Jennings consider how it has worked in practice, and whether strengthened rules will signal the end of the tax avoidance industry
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FeatureOpportunity knocks
Ian Cooper outlines three simple steps for building your private client business
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FeatureFor the record
John Galvin explains why health and welfare lasting powers of attorney should not be overlooked as part of later life planning, and argues for the inclusion of a clause giving attorneys access to medical records
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FeatureBack to basics: Residence and domicile
Jo Summers explains how to assess client’s residence and domicile status – and the impact this can have on will-drafting and succession issues – and examines the new EU certificates of succession
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FeatureCrossing the borders
March this year saw the fourth Section conference on cross-border and international private client issues. Section committee member Alberto Perez Cedillo reports back on the talking points of the day
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FeatureAlternative take
In the second of a two-part series on the beneficial interests in land owned by two or more people, Ian Bond and Gary Rycroft consider the importance of applying for alternative restrictions to protect both the solicitor and their client
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FeatureHave a care
The past few years have witnessed substantial reforms to social care in both England and Wales. Lisa Morgan and Leah Steele outline what to expect of the new care regime coming into force next April in Wales
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FeatureAll in the family
As inheritance tax once again becomes a political hot potato, Matthew Duncan looks at the issues involved in renting out inherited property, and managing the resulting shared ownership situations that can arise between family members
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NewsMake an appointment
Simon Leney strikes a note of caution for those firms appointing themselves as executor when drafting a will – the practice may not be around for much longer
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NewsThink ahead
Graham Murphy explains how the Law Society has been raising the profile of private client practitioners among consumers
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NewsNew international tax compliance regulations in force
The regulations set out FATCA due diligence and reporting obligations for UK financial institutions, explains Jo Summers
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AnalysisRaising the issue
In Reading v Reading, the court was asked to decide whether the word ’issue’ included the testator’s stepchildren and their descendants as well as his own descendants and, if not, to rectify the will.
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FeatureReady and willing
Will-writing and estate administration offer steady income for firms, but the risks of exposure to negligence claims have discouraged many from this work. Mark Baxter offers a best practice guide to avoiding these risks and safely pursuing this profitable source of revenue
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FeatureOff limits
There are circumstances under which it is necessary to apply for a limited grant of administration. David King provides an overview of the grant ad colligenda bona, and a practical guide to obtaining it
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FeatureIt’s my life
Cilla Wright discusses her work as an independent mental capacity advocate, and why professionals should not lose sight of the basic principles of the Mental Capacity Act when dealing with vulnerable people