All Private Client Solicitors articles – Page 45
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FeatureAnnual Conference 2014: Maximising and getting value out of professional relationships
In this workshop, Susanne Pugsley explained why networking is important, and how to get the most out of it.
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FeatureAnnual Conference 2014: Trusts – practical administrative tips in today’s world
In this workshop, Gill Steel looked at recent changes to trustees’ powers and duties and to trust taxation
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FeatureAnnual Conference 2014: Capital ideas
At the Private Client Section annual conference, Chris Whitehouse provided an extensive update on recent and upcoming capital tax changes, from the proposed new settlement nil-rate band, to the increasing focus by government on tax avoidance
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FeatureAnnual Conference 2014: In the public eye
At the Private Client Section annual conference, public guardian Alan Eccles spoke about the process of change at the Office of the Public Guardian, from its new digital service to raising public awareness of mental capacity issues
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FeatureAnnual Conference 2014: Marley and me
At the Private Client Section annual conference, Lesley King provided an update on the recent high profile case of Marley v Rawlings and its effects in practice, including on other recent cases
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AnalysisThe Jimmy Savile case: when can a court remove an executor?
Lesley King discusses new HMRC self-assessment guidance sheets, and why the failure to remove remove Jimmy Savile’s executors has implications for private client practitioners.
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AnalysisSpotlight: 72nd Update to the CPR and Inheritance Act 1975 claims
The 72nd Update to the CPR came into force on 22 April 2014. Amongst other things, the rules were amended to clarify the courts’ costs management powers and the cases to which costs management will now apply.
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AnalysisHome and away: inheritance claims by cohabitants
Lesley King considers an interesting decision on Inheritance Act claims by cohabitants, plus HMRC’s latest proposed changes to the taxation of relevant property trusts.
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Update
WIQS update
The Wills and Inheritance Quality Scheme (WIQS) launched by the Law Society earlier this year is fast approaching the 100-member mark
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FeatureRecipe for succession
The EU’s regulation on succession comes into force in just over a year. Richard Frimston explains what action practitioners need to take now where clients have EU assets, residence or domicile
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FeatureThe promised land
Adam Boyle outlines the lessons to learn from the recent high-profile proprietory estoppel case of Davies v Davies
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FeatureTied up in knots
Mark Harper provides an update on pre- and post-nuptial agreements, including recent case law, the Law Commission’s proposals, and issues relating to international couples or those with assets abroad
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UpdateSRA issues guidance on will-writing
The Solicitors Regulation Authority (SRA) has issued guidance for solicitors preparing wills, to remind solicitors of their responsibilities and the outcomes that should be achieved in chapter 1 of the SRA Code of Conduct 2011.
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FeatureForward planning
A recent case has highlighted the effectiveness of advance decisions and statements in ensuring an individual’s wishes for their care and welfare are respected if they lose capacity. Ann Stanyer explains how they work, and the implications of the case
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FeatureAn expensive lesson
Recent years have seen private school and university fees rocket, and private client practitioners are more likely than ever to be asked by clients, whether parents or grandparents, for advice on tax-efficient fees planning. Mark Brownridge offers some tips
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FeatureEnrol with the punches
Clients who employ care or support staff directly will have pension obligations under the new auto-enrolment scheme, and professional deputies have a key role in advising them on compliance. Jane Bennett and Sean McSweeney explain
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News
New consumer contracts regulations
New consumer protection regulations which came into force on 13 June will apply to solicitors’ retainers entered into on or after that date. Solicitors will need to review their standard retainers, client care letters and model agreements.
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FeatureConspicuous consumption
New consumer contracts legislation introduced in June needs to be addressed in all solicitors firms’ terms of business and client care letters. Ian Bond and Helen Clarke outline the implications for private client practitioners