All Private Client Solicitors articles – Page 7
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VideosMember Talk: Care home top-up fees (first and third party)
Understand what is a top-up and how it works for a client’s care. Our speakers share useful scenarios depending on how care is financed.
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FeatureDeveloping an intergenerational strategy
Stephen Moses of Law Society partner Zenplans outlines how to increase your client base with an intergenerational strategy
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VideosMember Talk: What the Mental Capacity Assessor Needs From You
Develop your understanding of what the mental capacity assessor needs from the practitioner to ensure a successful assessment is carried out.
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FeatureRea v Rea and undue influence claims
Rajinder Rai examines the judgment in Rea v Rea, and the implications for claims of undue influence
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VideosMember talk: contentious probate
Catch up with significant contested probate cases from the past 12 months and uncover the dos and don’ts of contentious probate. 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 your client
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FeatureHow an investigator can support with contentious probate
Tony Imossi, of Law Society partner ABI, explains the benefit of using a professional investigator when dealing with a contentious will or trust
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OpinionReflecting on taxing challenges
New chair and vice-chair of the Private Client Solicitors Section Committee (PCSSC), Elizabeth Gibbison and Sarah Robinson reflect on 2023 and offer some predictions for 2024
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FeatureUnder the influence
Louise Dodds looks at undue influence and fraudulent calumny in respect of wills, and what you can do as a practitioner
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FeatureTricks of the trade
Kim Tasso looks at a three-tier, full firm approach to marketing private client services
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FeatureMastering LPAs and SIPPs
Explore how SIPPs and LPAs interact and issues to be mindful of if a donor and SIPP owner loses capacity.
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FeatureBack to Basics: Heritage assets
Sarah Murphy examines the inheritance tax implications of historic estates and national treasures
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FeatureReputation on the line
Natalie Wright, from Law Society partner Mazars, looks at the importance of due diligence and considerations of your reputation when referring to financial advisers
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FeatureRetaining revocation
The pitfalls of abolishing section 18 of the Wills Act 1837 should not be underestimated, argues Byron Jones
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FeaturePulling the strings
As careers progress, many lawyers are put in management roles without necessarily having the tools to succeed. Susan Glenholme offers an introductory guide for those managing staff
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FeaturePutting clients first
Asset protection trusts have been in the news recently and not always for good reason. Tom Morrish comments
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FeatureIn the fast lane
Victoria Newey looks at what needs to be considered when making urgent or expedited applications to the Court of Protection
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FeatureKeeping it in the family
Family structures are evolving, and the law must evolve with them. Alberto Perez Cedillo explores the cross-border implications
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VideosMember Talk: Executor Removal
How do you proceed if you need to remove or substitute the executor of a will? In particular, what to do if that executor is a solicitor?
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VideosMember Talk: Disputes Over Validity of Wills
Join our Member Talk to help navigate the challenges of creating a valid will to avoid disputes.
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VideosMember Talk: Inheritance Act Claims
Solicitors are seeing a recent increase in claims against an estate, often brought by adult children.