All Private Client Solicitors articles – Page 43
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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
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FeatureSummer sums
What will the first all-Conservative budget for almost 20 years mean for private client advisers and their clients? Patrick Connolly summarises the main changes to the inheritance tax, pensions and personal taxation regimes
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FeatureShow some restraint
‘Forced’ sterilisation, or proportional safeguarding? Hannah Gomersall examines the Mental Capacity Act’s approach to intervention and restraint in the light of recent Court of Protection case law on the ‘less restrictive’ option
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FeatureNo place like home
Sarah Playforth looks at the purchase of a home for someone who lacks mental capacity
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FeatureOur nation’s good
The acceptance in lieu and cultural gift schemes provide means to transfer objects, land and buildings into public ownership, in return for the settlement of tax liabilities. Paul Fairbairn explains the tax planning opportunities they can offer
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FeatureMatter of form
Melinda Giles unpicks the new lasting power of attorney forms, which came into force on 1 July, and looks at some of the most important changes on professional charging and when attorneys can make decisions
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FeatureThe family way
In recent years, a number of financial business structures have challenged trusts to become the vehicle of choice for managing family wealth. Jonathan Turner looks at the rise of the family investment company, and the tax opportunities it can offer for clients