All Private Client Solicitors articles – Page 7
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FeatureA protecting species
Prenuptial and postnuptial agreements are more popular than ever before, and are an important part of estate planning. Joanne Radcliff explains the assurances they can provide that a trust cannot
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FeatureBack to Basics: Power reserved executors
Helen Stewart explains what you need to know about power reserved executors
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FeatureMarket forces
Victoria Moffatt shares her advice on how you can promote your services and increase your reach as a private client practitioner
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FeaturePhysical education
By their nature, digital assets don’t always have a physical location. Russell Kaminski looks at how that can affect how they are taxed
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FeatureAnswer me this…
Following a recent popular Section webinar on the Trust Registration Service, Adrian Moss and James Amico answer member questions about the new requirements
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FeatureFamily jewels
Family investment companies are a widely used planning tool in the search for wealth and asset preservation. While their popularity has grown, they still have some way to go before challenging the history of trusts. Ryan Harrison considers the merits of each structure from a tax perspective with a view ...
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FeatureDisputed territory
Stephen Lawson, Richard Dew and Henrietta Mason explain the recent changes to the Law Society’s disputed wills practice note
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FeatureClause and effects
Alastair Liddiard explains how best to draft chattels clauses in your clients’ wills to avoid any disputes post-death
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FeatureEmerging sector
Alberto Perez Cedillo speaks to Mercy Edukugho-Aminah, a lawyer in Nigeria, about the differences and additional challenges to practising law there
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FAQLibrary FAQ: where can I find precedents and commentary on digital assets?
As we continue to post on social media, bank online and store information in clouds, our digital footprint can hold our a lot of sensitive, personal information. Dealing with digital assets after death is a major concern for private client solicitors and their clients.
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FeatureManual updates: HMRC Trust Registration Service Manual
Lesley King comments on HMRCs latest updates to the Trust Registration Manual and highlights the areas particularly relevant for private client practitioners and where the new updates fall short.
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FeatureTrusted professionals: Re Townsend [2022] EWCA Civ 880
Roman Kubiak analyses a recent case where a trustee charged a monthly fee for her services over a 12-year period, leading the Court of Appeal to confirm that non-trust professionals can only be remunerated for trust administration work undertaken within the course of their specific profession
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FeatureMaking legal information accessible – why and how? (OnDemand)
Watch this webinar to learn how to provide accessible information, to break down barriers faced by disabled people.
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EventReporting beneficial owners (OnDemand)
Watch our webinar to learn how to be compliant with the Economic Crime (Transparency and Enforcement) Act 2022.
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FeaturePrivate client round-up: CFO interest rates, HMCTS letter and lost wills
Lesley King considers the recent hot topic issues in the private sphere including the interest rates increase for the Courts Fund Office, submission of a IHT400 and a recent case on lost wills.
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Feature“Gesture” for a good will
Roman Kubiak and Emily Peacock discuss a recent case in which the High Court admitted a copy of a deceased’s will found on their computer to probate.
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EventTalking tax, pensions and divorce (on-demand)
Join this Private Client Section inclusive webinar to learn how lawyers, financial and tax specialists can collaborate to achieve the best outcome for clients during a divorce.
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FAQPAS FAQ: can we act as a certificate provider?
Our Practice Advice Service answers a common question about acting as a certificate provider and drafting LPAs.
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FeatureA good investment
Sheree Green looks at recent changes on guidance for management of investments via a discretionary investment provider, and what they mean for attorneys