All Private Client Solicitors articles – Page 45
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NewsHMRC voluntary disclosure - notify by 9 March 2015
HM Revenue & Customs (HMRC) is giving solicitors the chance to bring their tax affairs up to date
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AnalysisWho would be a trustee?
Lesley King discusses the Earl of Cardigan’s action for the removal of the trustees of his Wiltshire estate, in which a trustee was ordered to pay back their salary after their relationship with the Earl broke down irreparably
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EventCross Border Private Client Section Conference, London (4 March 2015)
This one-day event will deliver an in-depth examination by lawyers from various jurisdictions on the leading issues in international private client law.
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FeatureWe need to talk
Mediation can be a powerful tool for practitioners, especially in private client cases where family relationships are at risk. Viv Hulland outlines the case for sitting down and resolving issues by consensus
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FeatureAll that glitters
Simon Taube QC examines the conflict between the ‘golden rule’ and the solicitor’s duty to execute the will in a reasonable time
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FeatureStep change
The increase in divorce and resulting complex family structures is raising a new issue for will- writing and estate planning: providing for step-children. Fay Copeland and Caroline Cook examine the issues and solutions
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FeatureBend and flex
Too many solicitors rely too heavily on the transferrable nil-rate band to protect clients’ estates after death, says Stephen Haggett. Could flexible discretionary trusts be the answer?
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FeatureCourse of action
The Private Client Section’s new regional seminar series is now under way, and runs until March next year. Book now or miss out!
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NewsLifeline for the lonely: Esther Rantzen talks to us about The Silver Line
Journalist and campaigner Esther Rantzen has launched a nationwide helpline for elderly people who struggle with loneliness. Before speaking at the Elderly Client Care Conference last month, she discussed with PS how private client solicitors can play their part too.
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FeatureLeft behind
The Presumption of Death Act came into force on 1 October 2014, allowing the family of a missing person to settle their estate and dissolve a marriage or civil partnership. Sarah Young explains the process
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FeatureMental notes
Helen Clarke reviews two new books aimed at providing practical support for solicitors on mental capacity and elderly client issues
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FeatureTrust issues
Your firm’s referral arrangements with financial advisers could have a very significant effect – for good or bad – on your relationship with clients. Mark Brownridge looks how to find your ideal referral partner, and how due diligence can help
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FeatureDarkening the door
Doorstep crime is an increasing problem, especially for vulnerable adults and the elderly. Ruth Andrews explains what it is, and how practitioners can spot the warning signs and help protect vulnerable clients
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FeatureBack to basics 34: Nil-rate band trusts
Simon Leney and Pippa Ward outline what NRB trusts are, how they are currently used, what the proposed changes to the regime are, and what this means for private client practitioners
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FeatureNew tricks
Last month, practitioners met at Chancery Lane for the Private Client Section’s first Elderly Client Conference. Gary Rycroft rounds up the event
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FeatureSpecialist needs
Julie Butler looks at the impact of Mehjoo v Harben Barker in relation to when it becomes necessary to obtain specialist advice for farming clients
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AnalysisNil-rate band legacies: Woodland Trust loses claim
Lesley King looks at the cases of Loring v Woodland Trust (on the meaning of ’unused nil rate’ in a will) and Cooper v Earl of Cardigan (guidance on circumstances in which the court will assist trustees in making ‘momentous’ decisions).
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AnalysisInheritance and Trustees' Powers Act - relatively modest?
Lesley King gives us the lowdown on the main changes introduced by the Inheritance and Trustees’ Powers Act 2014, which came into force on 1 October.