All Private Client articles

  • Examdesks
    News

    Wills and Inheritance Quality Scheme re-accreditation

    2021-09-17T10:13:00Z

    Access our new training courses through Law Society Learning

  • mind the gap sign
    News

    Survey: Women in leadership in law – compensation and benefits

    2021-09-15T08:13:00Z

    Take part in an anonymous survey to help Thomson Reuters investigate market trends in the role of compensation and women in leadership.

  • old hand and new hand
    Event

    Webinar: Rights of the older person (9 September 2021)

    2021-09-02T10:02:00Z

    Join this Private Client Section inclusive webinar to better understand the rights of the older person.

  • kate-burt-600x400
    Feature

    Running the risk

    2021-08-19T00:00:00Z

    Kate Burt looks at the updated Legal Sector Affinity Group’s anti-money laundering guidance, its practical implications for solicitors, and specific risks in private client work

  • keith-biggs-600x400
    Feature

    Paper trails

    2021-08-19T00:00:00Z

    While the digitalisation of the probate process continues apace, there are still some grants of representation that need to be made on paper, as Keith Biggs explains

  • Álvaro Aznar Azcárate
    Feature

    Life in the Med

    2021-08-19T00:00:00Z

    Álvaro Aznar Azcárate and Alejandro Verdú de Haro look at the impact of Brexit on UK nationals with assets in Spain, and discuss taxation, estate planning and residency issues

  • stuart-adams-600x400
    Feature

    Root of the issue

    2021-08-19T00:00:00Z

    Stuart Adams explains why will writers who overlook section 33 of the Wills Act 1837 do so at their peril

  • Head with cogs inside it
    Feature

    Intelligent life

    2021-08-19T00:00:00Z

    Joanna Goodman investigates the growth of AI in private client work, how it’s being used, and the benefits it can bring to your practice

  • angela-evans-600x400
    Feature

    Helping hands

    2021-08-19T00:00:00Z

    Angela Evans reviews a new title by the Law Society on inheritance tax planning

  • Phillips-image-600x400
    Feature

    Grey matter

    2021-08-19T00:00:00Z

    Most property and financial affairs deputies will be familiar with last year’s Court of Protection decision in Re ACC and its practical implications. Bethan Phillips explains how you can approach the grey areas that remain

  • Katherine Ellis
    Feature

    The good will

    2021-08-19T00:00:00Z

    Charitable gifts in wills often have vital roles in estate planning. Katherine Ellis takes a closer look at charitable legacies, the inheritance tax options available pre- and post-death, and the benefits of each for charities and personal beneficiaries

  • julie-man-600x400
    Feature

    Giving it up

    2021-08-19T00:00:00Z

    A recent case involving a law firm that refused to renounce acting as professional executor ended up with it being removed by the High Court and a hefty legal bill to pay. Julie Man explains what you should do if faced with a similar request to renounce your executorship

  • angela-bowman-600x400
    Feature

    Estate of play

    2021-08-19T00:00:00Z

    Cancer Research UK recently held an online event with a panel of legal and medical experts to discuss whether COVID-19 has increased the likelihood of claims against estates. Here is a summary of the key points discussed 

  • Kate Mahon
    Feature

    Classical studies

    2021-08-19T00:00:00Z

    Kate Mahon reviews the ninth edition of the Law Society’s popular Probate Practitioner’s Handbook, with new chapters on data protection and the SRA Accounts Rules

  • Lesley-King-600x400
    Feature

    Back to Basics: Inheritance tax and partially exempt estates

    2021-08-19T00:00:00Z

    Lesley King explains how to get the calculations right for inheritance tax due on partially exempt estates

  • Kate Mahon
    Opinion

    All inclusive

    2021-08-19T00:00:00Z

    Kate Mahon explains how the Private Client Section is aiming to improve the diversity of its content, contributors and membership

  • Steve Gauke
    Feature

    Inheritance: the conversations we’re still not having

    2021-08-13T10:50:00Z Sponsored content

    Although no one enjoys talking about it, there is no ‘right’ age to start planning for probate, says Steve Gauke, business development director at Law Society sponsored partner Ampla Finance. Here’s why the conversation should start today.

  • court
    News

    Improvements to MyHMCTS for probate practitioners

    2021-08-03T12:44:00Z

    HMCTS is making improvements to the online probate service. Users should submit or delete cases by 19 August, to avoid having to create a new application.

  • elderly care
    Event

    Older and vulnerable client care conference (October 2021)

    2021-07-13T14:42:00Z

    Booking is now open for our Private Client Section conference on the challenges of older and vulnerable clients, focusing on intergenerational sharing of property when a child takes on a parent’s care needs

  • Money
    News

    Ministry of Justice to increase probate fees

    2021-07-13T10:16:00Z

    The plans would raise the fee to £273.