All Private Client Solicitors articles – Page 5
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Feature
Instruction manual
Fiona du Feu looks at how to make sure you get the most out of client instructions
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Property, probate and insights for professional executors
Darren Leggett, co-founder of probate property experts PLG, shares why he believes that getting the right support can help the probate process run smoothly
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Morris v Morris and the issue of assisted dying
Rajinder Rai looks into the recent judgment in Morris v Morris
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Videos
Member talk: estate planning and administration
Identify the key considerations and processes to meet the needs of clients when it comes to administering and distributing their assets after death. This series of bitesize videos, exclusive to Private Client Solicitors Section members, is delivered by experts to support you in giving the best possible legal advice to ...
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Videos
Member Talk: Distribution of the Estate – Part 1: Tax Considerations
Understand the tax considerations when dealing with the distribution of the estate. Speakers share top tips on IHT, capital gains and income tax.
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Videos
Member Talk: Getting the Grant of Probate and Reporting It to HMRC
Understand the key requirements to apply for the grant of probate. A range of practical scenarios will help delegates understand latest developments.
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Videos
Member Talk: Information Gathering
Understand the information needed to administer the estate; what’s needed if there isn’t a will and hear top tips on communicating with family and avoiding disputes.
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Videos
Trends and developments in Digital Assets
As cryptocurrencies and blockchain gather pace, understand the latest legal context of these new developments.
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Videos
The importance of responsible stewardship in the lifecycle of legacy giving
An overview on the topic of Charitable Giving - Leaving a legacy, from the charity legacies perspective.
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Videos
Member Talks: Distribution of the Estate – Part 2: Practical Considerations
Understand the practical considerations for post-grant matters when dealing with estate distribution. Explore how the practitioner can help progress the matter.
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How potential inheritance tax changes call for greater care with will writing
With potential inheritance tax changes on the horizon, it’s never been more important to get will writing right. Doug Hargrove, of Law Society partner, the National Wills Register, explains
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Tax – the road ahead
Caroline Miller and Matthew Braithwaite outline what the new government means for private clients in terms of personal taxation and estate planning
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Recruitment matters
Diana Bentley talks to private client firms and practitioners about recruitment in the sector and provides an update on the current market
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Proprietary promise
Winter v Winter is a significant proprietary estoppel case involving a farming family. The team at Foot Anstey look at the details
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Family care payments
Victoria Newey and Fiona Heald outline the Official Solicitor’s involvement in family care payment applications
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Inheritance matters
Alberto Perez Cedillo considers the human rights implications of the case of Jarre v France in a cross-border succession dispute
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Back to school?
With changes to school fees on the horizon, Louise Jones and Rachel Spruce consider the options for sharing the costs and efficient tax planning
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The business of farming
Understanding farming business models is key to giving expert advice to agricultural clients. Philip Whitcomb provides an overview
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Rules of engagement
Law Society partner Zenplans explains how you can transform transactional engagements into lifelong advisory partnerships
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Claims management
Stephen Lawson considers the steps will preparers can take to reduce the prospect of successful claims made against an estate