All Private Client Solicitors articles – Page 50
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AnalysisStrengthening the DOTAS rules
Lesley King discusses the government’s consultation on strengthening the DOTAS regime, including proposals to significantly increase IHT reporting requirements, and how the Inheritance and Trustees’ Powers Act 2014 amends claims made under the Inheritance Act 1975.
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FeatureAnnual Conference 2014: The technical side of life policies and pensions
This workshop, given by Paul Garwood and Luke Brooks, mainly focused on how pensions can be accessed at retirement, and the death benefits that become due, both before and after a pension has been vested
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FeatureAnnual Conference 2014: Elderly client issues
In this workshop, Helen Clarke looked at recent changes related to mental capacity and the Court of Protection, and the value and importance of lasting powers of attorney for health and welfare
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FeatureAnnual Conference 2014: Contentious inheritance issues
In this workshop, Miranda Allardice examined recent probate and negligence case law, with reference to best practice guidance in the Law Society’s Wills and Inheritance Protocol.
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FeatureAnnual Conference 2014: Offshore issues for onshore practitioners
In this workshop, Jo Summers looked at some of the offshore issues that may affect onshore private client practitioners, including non-residents investing in the UK and UK clients who invest offshore
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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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FeatureMeek: who shall inherit?
Sheree Green reports on the latest chapter in the long-running litigation over the estate of Gladys Meek, and her two deputies’ mis-spending of her estate
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FeaturePower to the people
The Inheritance and Trustees’ Powers Act 2014, expected to come into force next month, represents one of the most significant changes to intestacy and family provision law in a generation. Elizabeth Cooke and Spencer Clarke explain what it will mean in practice
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FeatureSharp relief
The Court of Appeal decision in Mitchell has had widely reported repercussions for litigators around relief from sanctions, but what are the particular issues for contentious private client practitioners? Charlotte Searle explains
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OpinionDo it yourself
Private Client Section chair Simon Leney fears the rise in applications for lasting powers of attorney may lead to further abuses of process if the solicitor is cut out
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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.