All Private Client Solicitors articles – Page 51
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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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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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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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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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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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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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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.
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FAQContact the Private Client Solicitor Section
Membership If you have a question about joining the Private Client Solicitor Section, renewing your membership or accessing your section benefits, contact our operations team. Email: msadmin@lawsociety.org.uk Feedback Let us know if you have feedback on the Private Client Solicitor Section, such as suggestions for future topics or ways ...
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Analysis
Newcastle upon Tyne Hospitals Foundation Trust v LM
An application was made by the NHS Trust for a declaration that it would be lawful to withhold a blood transfusion from LM, a gravely ill 63-year-old female Jehovah’s Witness.
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NewsLaw Society publishes new practice note on international aspects of mental capacity
The new practice note deals with some of the issues that may arise in private international law when an individual living or owning property abroad loses mental capacity
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News
Private Client Section e-newsletter September 2014
Featuring the Elderly Client conference, dates for the upcoming seminar series, an FAQ on applying for probate if the original will is missing, and Lesley King on DOTAS and the Inheritance and Trustees’ Powers Act 2014
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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