November 2014
July 2014
March 2014
September 2014
May 2014
January 2014
2014
Benefits of Membership*
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
Join today
PS November 2013
This edition features tax advice in Mehjoo v Harben Barker, lay OPG deputies and attorneys, proprietory estoppel and TOLATA claims in Creasey v Sole, probate software, contested probate, working with LGBT clients, PI claims and means-tested benefits, FATCA, family businesses, and international probate (including Jersey and Belgium)
PS September 2013
This edition features will-drafting, LPAs and CoP cases, contentious probate, invalid wills, asset protection trusts, business development, international probate, professional negligence, trustees’ decisions, taxation, advance decisions and HWLPAs, capacity to marry, paying for long-term care, end-of-life care, pre-nups, and IHT reliefs for farming families
PS July 2013
This edition features trustees with conflicting interests, forensic accountants, using artwork to meet tax liabilities, the RDR, WIQS, wealth planning, elderly care, being a charitable trustee, probate in France and Jersey, deathbed mental capacity, Green Deal and probate properties, investment bonds, and conflicts of law in cross-border cases
PS May 2013
This edition features deathbed wills, Hawes v Burgess on solicitors’ evidence, capacity to consent to sexual relationships, estate administration mistakes, referrals to financial advisers, the 2013 budget, international probate, holiday lettings businesses, pro bono work, pre-nups and matrimonial property regimes for international couples
PS March 2013
This edition features raising your profile in your local community, acting as executor if your firm is an LLP, declarations of trust for cohabitants, efficiency in private client practice, deathbed planning, will-drafting, cross-border mental capacity, LPAs, the legality of marriages, charitable legacies, and tax on equine businesses
PS January 2013
This edition features taxation and the 2012 Budget, end-of-life care, EU succession rules, the RDR and financial advice, residence and domicile, advising family and small business owners, tax relief for farming businesses, German probate, mediation, regulating will-writing, complex estates, and care home fees