All Private Client Solicitors articles – Page 9
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NewsRemote witnessing of wills extended by two years
The government has extended the legislation to January 2024.
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FeatureInto the woods
Philip Whitcomb looks at possible inheritance tax relief in respect of woodlands
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FeatureTaking the register
Christopher Salomons looks at the latest position of the Trust Registration Service – what trusts to register, what must be reported, and when by
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FeatureTaxing pensions
Sarah Astley revisits spousal bypass trusts. They may have fallen out of favour, but she explains they are still relevant in today’s world of pension freedoms and a useful tax planning tool
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FeatureIdentity politics
Many will be familiar with when to obtain identification and verification for new clients, but if the relationship becomes a long-standing one, how often should you be monitoring this? Kate Burt explains
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OpinionGoodbye, girl
Kate Mahon discusses the transformative effect the recent loss of her dog, Tess, has had on her – and how it’s made her a better private client lawyer
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FeatureMade in China
Alberto Perez Cedillo speaks to Peter Ni-Zhong, partner at Zhong Lun in Shanghai, about the private client landscape in China
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FeatureBenefit of discussion
James Simpson and Lucie Glover provide a comprehensive guide to the range of welfare benefits available to older clients
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FeatureBack to Basics: Estate planning for blended families
Charlotte Coyle and Lilly Whale look at what to consider when advising blended families
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FeatureAccess all areas
Rosie Harding and Sophie O’Connell of the CLARiTY project explain why the law – and legal information – remains inaccessible for many vulnerable people, and what we can do about it
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FeatureNew excepted estates regulations
Lesley King details excepted estate regulations that come into force in the new year, and the various tax implications that they have.
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FeatureAward for success
Roman Kubiak discusses recent judgments where success fees have been awarded to a claimant under the Inheritance (Provision for Family and Dependants) Act 1975, and how “moral claims” to estates are evidenced.
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FAQLibrary FAQ: The Law Society Library gives details of sources of precedents for separation agreements
The Law Society Library maintains a database of enquiries called Common Queries. These include results from research to find forms, precedents, rules, regulations and guidance. These records can be accessed via the library catalogue.
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FAQPAS FAQ: binding wills signed at home
Our Practice Advice Service explains how to bind wills that are signed by clients at home.
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FeatureThe royal seal
Following the news that Prince Philip’s will is to be sealed from the public for 90 years, Roman Kubiak looks at the legal mechanisms behind this and queries whether wills should be made public at all.
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FeatureStaking a disclaim
Lesley King analyses whether members of a discretionary class can disclaim their interest in settled property and looks at a recent case to see how this has worked in practice.
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FeatureA taxing split
At the conference, Tim Gillett focused on areas where private client practitioners might assist their family law colleagues with tax issues arising on divorce, and how legal separation has a variety of tax implications
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FeatureWorkshop: MyHMCTS online portal
Gillian Coverley and Thomas Pape round up their workshop on the MyHMCTS online portal