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Member Talks
These bitesize videos, exclusive to Private Client Solicitors Section members, are delivered by experts to support you in giving the best possible legal advice.
Member Talk
Member Talk: Cross- Border Challenges in Mental Capacity
Managing the affairs of clients who have assets across different jurisdictions but have lost mental capacity.
Member Talk: Financial Abuse
Learn to spot red flags that could indicate financial abuse and the common mistakes solicitors make when advising clients on gifts and wills.
Member Talk: Cross Border Succession Planning
An English Lawyer and a Spanish Lawyer discuss effective succession planning when two different jurisdictions are involved.
Member Talk: Cross-Border Rectification Claims
Understand how forced heirship laws or other rights in different jurisdictions can override the terms of the will.
Member Talk: Practical Scenarios: What to Do
Explore practical scenarios and best practice of will signing and administration including common queries; proving the will and amendments to the will.
Member Talk: Who’s Who and What’s What
Understand how to navigate uncertain descriptions of individuals and dates in wills; definitions of children and adopted children and gender issues.
Member Talk: Unusual Clauses
Understand the difference between a mirror and a mutual will, how to protect beneficiaries without mutual wills and usual clauses.
Member Talk: The Case of Hirachand v Hirachand
The Hirachand Supreme Court judgment determined ‘success fees’ could not be part of an Inheritance Act claim. Our speakers explore the implications.
Member Talk: Getting the Grant of Probate and Reporting It to HMRC
Understand the key requirements to apply for the grant of probate. A range of practical scenarios will help delegates understand latest developments.
Member Talk: Information Gathering
Understand the information needed to administer the estate; what’s needed if there isn’t a will and hear top tips on communicating with family and avoiding disputes.
Member Talks: Distribution of the Estate – Part 2: Practical Considerations
Understand the practical considerations for post-grant matters when dealing with estate distribution. Explore how the practitioner can help progress the matter.
Member Talk: Distribution of the Estate – Part 1: Tax Considerations
Understand the tax considerations when dealing with the distribution of the estate. Speakers share top tips on IHT, capital gains and income tax.
Member Talk: P Managing Their Own Funds
Explore how to protect and account for the funds, when ‘P’ (a person who is 16 or over that lacks capacity) is managing their own funds.
Member Talk: Attorney/Deputy Care Home Contracts
Understand what deputies/attorneys need to look for in care home contracts when their mentally incapable clients must go into a home.
Member Talk: Care home top-up fees (first and third party)
Understand what is a top-up and how it works for a client’s care. Our speakers share useful scenarios depending on how care is financed.
Member Talk: What the Mental Capacity Assessor Needs From You
Develop your understanding of what the mental capacity assessor needs from the practitioner to ensure a successful assessment is carried out.
Member Talk: Executor Removal
How do you proceed if you need to remove or substitute the executor of a will? In particular, what to do if that executor is a solicitor?
Member Talk: Disputes Over Validity of Wills
Join our Member Talk to help navigate the challenges of creating a valid will to avoid disputes.
Member Talk: Inheritance Act Claims
Solicitors are seeing a recent increase in claims against an estate, often brought by adult children.
Member Talk: Proprietary Estoppel
Join our Member Talk to help navigate the challenges of creating a valid will to avoid disputes.