All Private Client Solicitors articles – Page 43
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FeatureWilling and able?
Constance McDonnell looks at the complexities of assessing testamentary capacity remotely, including in online will-making, and whether solicitors should proceed with an instruction if there is uncertainty as to capacity
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OpinionHere comes trouble
Government plans to raise probate fees is the latest move to ‘reform’ private client law. Such meddling can only lead to more problems, argues Gary Rycroft
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FeatureISA on the prize
Making use of the annual ISA allowance is one of the simplest ways to shelter tax investments efficiently, but one that many more investors could take advantage of. Toni Carver rounds up some recent changes to the ISA regime
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FeatureGiving you the benefits
There are many welfare benefits available to elderly clients who satisfy the appropriate criteria, but this is a complex and rapidly changing area of the law. Nicola August and Val Prosser provide a guide to the major benefits, and how you can challenge a decision
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FeatureSpanish ties
Nine months after it came into force, Alberto Perez Cedillo addresses the impact of the Brussels IV regulation on cross-border successions in Spain – and details other Spanish internal laws you need to be aware of when dealing with an estate
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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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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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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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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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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