All Private Client Solicitors articles – Page 5
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FeatureA fact of life
Craig Matthews, LEAP, looks at how the technological revolution can help private client lawyers improve their service
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FeatureActing the part
Roman Kubiak and Meg Edwards investigate the often contentious issue of trustee remuneration, with reference to the latest case law
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FeatureClause for thought
Charles Fraser looks at how to appoint guardians, and considerations that should be taken
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FeaturePlaying it safe?
Richard Dew and Sheree Green examine the Law Society’s response to the government’s consultation on changes to the Mental Capacity Act Code of Practice and discusses fears about weakened safeguards for those who do not have capacity to make decisions
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FeatureTrusting in change
Philip Warford and Scott Clayton look at the latest changes to trusts for disabled people
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FeatureBrought into relief
Paul Saunders examines the circumstances in which capital gains tax main residence relief can be claimed in an estate, with HMRC responses to a range of typical scenarios
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EventPreparing for recession – are your clients ready? (on-demand)
Watch this webinar, by Law Society partner Evelyn Partners, to find out how to support clients preparing for financial uncertainty. This on-demand event recording is inclusive for Private Client Solicitor Section members.
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FeatureA will to deceive
Lesley King looks at the recent case of Re estate of McDonald [2022] EWHC 2405 (Ch), which involved removing an executor
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FeatureUsing technology to optimise communication in private client law practice
In a fast-evolving world, where advances in technology, world events and developing societal perceptions are all contributing to change, thriving private client law practitioners are realising the importance of using technology to update and optimise client communication methods, explains Craig Matthews of LEAP Legal Software
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FeatureWorkshop: Older and vulnerable client update
Holly Mievelle-Hawkins and Heledd Wyn round-up their workshop on older and vulnerable clients
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FeatureWorkshop: Probate lending – a new and growing market
Robert Husband from Tower Street Finance rounds up his workshop on probate lending
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FeatureWorkshop: When contentious probate meets private client
Stephen Lawsom recaps his workshop on contentious probate
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FeatureWorkshop: Management of digital assets
Leigh Sagar summarises his workshop on digital assets.
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FeatureLegal diagnosis
Gary Rycroft summarises his conference plenary, a discussion with consultant geriatrician Dr Lucy Pollock on the Mental Capacity Act, their differing views on lasting powers of attorney, and advanced care planning
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FeatureRead all about it
Lesley King gave conference attendees a round-up of recent developments in the private client sector including the Trust Register, naming beneficiaries in wills and key cases relating to trusts
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FeatureDelivery service
Dan Gilbert recaps a plenary led by Stephen Burgess from HMCTS, who provided an overview of the current state of the delivery of the probate service
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FeatureA taxing year
Dan Gilbert recaps a plenary delivered by Michael Sherry of Temple Tax Chambers, who covered the most important capital tax updates over the last 12 months and provided expert analysis of some interesting cases
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FeatureNo provisions offered for estranged widow despite will and long marriage
Roman Kubiak, partner and head of contested wills, trusts and estates at Hugh James, and Meg Edwards, trainee solicitor, discuss the recent decision in Ramus v Holt & Ors, where the High Court dismissed a wife’s claim for financial provision from her husband’s estate despite their long marriage.
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FAQPAS FAQ: are we obliged to distribute money if we don’t believe it’s in the beneficiary’s best interest?
Our Practice Advice Service answers a question on what to do when you feel distributing money in accordance with a will is not in the best interest of your client.
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News
Law Commission restarts wills reform project
Paused in 2019, the Law Commission have restarted a project to review proposed reforms to laws around making a will