All Private Client articles
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FeatureEnsuring clients understand their financial choices could help improve their overall wellbeing
Many professionals and clients take a one-sided view of financial advisers, and assume that independent advisers can meet all their needs. Dave Thomas explains, however, how employed advisers offering restricted advice can offer clients a different approach, and should be considered.
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News
Help your clients find the right charity for their will
With 69% of the public happy to be prompted to leave a charitable gift in their wills, the Gazette’s new-look Charity Explorer directory can help you support clients to find the right charity for their will.
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Feature
Guidance for deputies: Hourly rates
The recent decision in the cases of PLK Ors has opened up a new approach to hourly rates. Andrew Bennetts looks at how financial and property affairs deputies can recover costs, even with a retainer in place
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Feature
Overcoming the burden of administration in death
Estate management is a time-consuming business, but the digitisation of death will accelerate in the coming years, claims Tremayne Carew Pole, founder of Life Ledger . He looks at how the process is changing in the private as well as the public sector
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Feature
Guidance for deputies: Instructing your own firm post-Re ACC
Since Re ACC , the steps a deputy must take before instructing another legal team have changed. Bethan Phillips looks at how this impacts property transactions, tax returns, and continuing healthcare and education challenges.
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Feature
Guideline hourly rates again under the microscope
Roman Kubiak looks at the recent decision in Cohen v Fine and others [2020] EWHC 3278 (Ch), an appeal from a first-instance decision in which the High Court proposed an increase to the guideline hourly rates.
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News
Updated probate guidance (December 2020)
Read the latest updates from our December 2020 meeting with HM Courts and Tribunals Service (HMCTS).
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News
Over 90% of will-makers may not be including digital assets
New research by the Law Society has shown that just over a quarter of people surveyed know what happens to their digital assets when they die and why it is important to include them in their will.
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Feature
For names’ sake! Naming charities in wills
Inaccurate beneficiary names in wills can cause all sorts of problems. Lesley King reviews a recent example in Knipe v British Racing Drivers’ Motor Sport Charity and others [2020] EWHC 3295 (Ch).
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News
Legal services in national lockdown – 2021
The UK government has published guidance on the new national lockdown announced on 4 January 2021.
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News
Guide to legal services in the Brexit free trade agreement
On 24 December 2020, the UK and the EU reached a new Trade and Cooperation Agreement. The Law Society has published an initial analysis.
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News
UK to replace DAC 6 as part of Brexit
On 31 December 2020, HM Revenue and Customs (HMRC) announced that the UK has decided to repeal DAC 6 and implement its own mandatory disclosure rules (MDR) regime.
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News
Law Society research: 7% made or updated wills during first lockdown
On 2 December 2020, the Law Society unveiled new research showing 7% of respondents made or updated their will during the first UK-wide coronavirus (COVID-19) lockdown, but many have yet to put their affairs in order.
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News
Recovery plan for civil and family courts and tribunals
HM Courts Tribunal Services has published its civil, family and tribunals recovery plan, detailing the progress that has been made to safely increase capacity to deal with outstanding cases.
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Feature
What’s outstanding on your DAC6 action list? The deadlines are nigh!
Carol Katz explains the DAC6 regulations and how to comply with them.
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Feature
Unilateral thinking
Fiona Heald considers how to deal with severances if a co-owner of property loses capacity
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Feature
Wars of succession
Alberto Perez Cedillo recalls the bafflement of clients while trying to explain the rules of Spanish inheritance to them, and offers tips on how to get estate administrations with Spanish assets right first time
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Feature
Weathering the storm
Sarah McGovern explains how to navigate some of the issues likely to arise in estate administrations during a volatile market, including fluctuations in property prices
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Feature
Mutual interest
You may think mutual wills are a dusty relic from the past that most solicitors don’t need to worry about. Think again – Stephanie Parish has encountered more than half a dozen this year alone. Here, she presents a guide on what mutual wills are and the pitfalls to ...
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