Recent Family and Relationships

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Safety first

2019-08-06T00:11:00+01:00

Melinda Giles provides a comprehensive guide to the safeguarding process for adults and what you can do if you have a concern about a vulnerable client

All Family and Relationships

Recent Estate Administration

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Payment protection insurance and private client practitioners

2019-06-20T11:32:00+01:00

The cut-off date for payment protection insurance claims is 29 August 2019. Lesley King looks at what this means for private client practitioners

All Estate Administration

Recent Benefits and Allowances

Justin Rourke

Opting out

2018-08-07T00:08:00+01:00

Demand to transfer out of defined benefit pensions is hitting new highs. While the reasons for this are clear, are clients truly aware of the risks involved, asks Justin Rourke

All Benefits and Allowances

Recent Charities

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Charities still waiting for clarity on bequest alerts

2019-06-05T09:24:00+01:00

Charities still do not know how they will receive bequest alerts after the government ends its arrangement with a private legacy notification provider in July 2019.

All Charities

Benefits of Membership*

Private Client Section renewals

The Private Client Section will provide you with support, advice, networking opportunities and enable the sharing of best practice with peers.

The current Section Engagement programme has been created in consultation with the Section Advisory Committee and will focus on key issues including:

  • NRB Changes
  • LPA Changes
  • digital assets
  • cross border tax
  • IPFDA cases
  • Care Act
  • elderly client
  • HMRC disputes
  • inheritance tax
  • trusts
  • estate administration
  • capital gains tax

These issues will be addressed through a range of activities including: workshops, seminars, conferences, webinars, website, e-newsletters, magazines and a LinkedIn group.

*See Section terms and conditions

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