All Private Client articles
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EventWebinar: Creating trusts in lifetime (27 May 2021)
Join our practical webinar to understand more about creating lifetime trusts, deciding whether to set one up, and how to make them effective.
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Event
Webinar: Estate planning for vulnerable children (OnDemand)
This webinar examines the importance of effective estate planning when vulnerable children are involved.
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Event
Annual conference (1 and 2 July 2021)
Equip yourself with latest developments in private client work at our 2021 annual conference.
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Event
Webinar: Private Client Section – inheritance tax planning in 2021 (OnDemand)
With changes to capital taxes likely, how should we be advising clients on inheritance tax (IHT) mitigation in 2021? Join our webinar for a practical focus on IHT planning in extraordinary times.
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News
Updated probate guidance (April 2021)
Read the latest updates from our April 2021 meeting with HM Courts and Tribunals Service (HMCTS).
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News
Tales of the unexpected - why most people aren’t prepared for the future
According to a range of research papers, people are putting their financial futures at risk through their lack of preparation for the future. David Ryder explains
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News
Surviving the perfect storm: how client funding options will improve your bottom line
With law firms anticipating a drop in income of up to 20%, Jim Sisson, finance director at Tower Street Finance, explains how working with an innovative probate lender that truly understands the sector benefits both your private client practice and your client.
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Feature
Rokkan a hard place
Roman Kubiak discusses an interesting probate case in which the surviving spouse circumvented Norwegian succession rules after acquiring Anglo-Welsh domicile.
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FAQ
PAS FAQ: replacing an enduring power of attorney
Our Practice Advice Service explains how to help your client revoke an old enduring power of attorney.
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News
Solicitors’ Indemnity Fund closure: prepare against future claims, solicitors warned
The Law Society has issued a series of warnings ahead of the closure of the Solicitors Indemnity Fund (SIF) on 30 September 2021 – a move that could leave former owners of law firms that shut in the past two decades liable for losses for any new claims.
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FAQ
Library FAQ: Attestation clauses for wills
The Law Society Library gives details of sources of precedents for attestation clauses for wills.
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Feature
Clash of the trustees - removing a trustee with competing interests
Roman Kubiak discusses the January 2021 decision of HHJ David Cooke in Manton v Manton , in which he removed a trustee of a family trust for breach of the “conflict rule”.
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Feature
Rectification of post-death variations: check and re-check
Lesley King addresses a recent judgment involving a successful claim for a rectification of a deed of variation, which emphasises the importance of good communication between professionals.
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Feature
Simply topping
Fiona Heald presents a guide to the sometimes complex rules around third-party top-up fees for care payments
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Opinion
Shoots of spring
It’s been a long, dark January. But Kate Mahon is optimistic for the future
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Feature
Trust the process
Kirsten Franklin presents a back-to-basics guide on running trusts, and the compliance aspects to be aware of
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Feature
Swift justice
Swift v Carpenter provides welcome guidance for injury claimants who need to purchase more expensive property, says Laura Scantlebury
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Feature
Lasting impressions
Alberto Perez Cedillo looks at the equivalents to lasting powers of attorney across the world
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Feature
Safe from harm
Sophie O’Connell explores some of the ways deputies and attorneys can protect clients from financial fraud. Rick Kent then provides practical tips and advice on how your firm can protect itself and its clients from cybercrime
