September 2014

PS September 2014 Cover

Conference Special

See below for more coverage of our 2014 Annual Conference

Lesley King

Annual Conference 2014: Marley and me

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At the Private Client Section annual conference, Lesley King provided an update on the recent high profile case of Marley v Rawlings and its effects in practice, including on other recent cases

Features

Sheree Green

Meek: who shall inherit?

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Sheree Green reports on the latest chapter in the long-running litigation over the estate of Gladys Meek, and her two deputies’ mis-spending of her estate

Penelope Reed

At a loss

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Penelope Reed provides a practical guide to the mitigation of loss in private client negligence claims, with reference to recent high-profile cases including Marley v Rawlings and Pitt v Holt

Sharp relief graphic

Sharp relief

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The Court of Appeal decision in Mitchell has had widely reported repercussions for litigators around relief from sanctions, but what are the particular issues for contentious private client practitioners? Charlotte Searle explains

Elizabeth Cooke

Power to the people

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The Inheritance and Trustees’ Powers Act 2014, expected to come into force next month, represents one of the most significant changes to intestacy and family provision law in a generation. Elizabeth Cooke and Spencer Clarke explain what it will mean in practice

Faking It

Faking it

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Jordan Holland and Sam Chandler look at the rise of will forgery, and the lessons to learn for practitioners

Lesley King

Annual Conference 2014: Marley and me

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At the Private Client Section annual conference, Lesley King provided an update on the recent high profile case of Marley v Rawlings and its effects in practice, including on other recent cases

Alan Eccles

Annual Conference 2014: In the public eye

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At the Private Client Section annual conference, public guardian Alan Eccles spoke about the process of change at the Office of the Public Guardian, from its new digital service to raising public awareness of mental capacity issues

Chris Whitehouse

Annual Conference 2014: Capital ideas

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At the Private Client Section annual conference, Chris Whitehouse provided an extensive update on recent and upcoming capital tax changes, from the proposed new settlement nil-rate band, to the increasing focus by government on tax avoidance

Gill Steel

Annual Conference 2014: Trusts – practical administrative tips in today’s world

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In this workshop, Gill Steel looked at recent changes to trustees’ powers and duties and to trust taxation

Suzanne Pugsley

Annual Conference 2014: Maximising and getting value out of professional relationships

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In this workshop, Susanne Pugsley explained why networking is important, and how to get the most out of it.

Jo Summers

Annual Conference 2014: Offshore issues for onshore practitioners

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In this workshop, Jo Summers looked at some of the offshore issues that may affect onshore private client practitioners, including non-residents investing in the UK and UK clients who invest offshore

Miranda Allardice

Annual Conference 2014: Contentious inheritance issues

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In this workshop, Miranda Allardice examined recent probate and negligence case law, with reference to best practice guidance in the Law Society’s Wills and Inheritance Protocol.

Helen Clarke

Annual Conference 2014: Elderly client issues

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In this workshop, Helen Clarke looked at recent changes related to mental capacity and the Court of Protection, and the value and importance of lasting powers of attorney for health and welfare

Paul Garwood

Annual Conference 2014: The technical side of life policies and pensions

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This workshop, given by Paul Garwood and Luke Brooks, mainly focused on how pensions can be accessed at retirement, and the death benefits that become due, both before and after a pension has been vested

Simon Leney

Do it yourself

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Private Client Section chair Simon Leney fears the rise in applications for lasting powers of attorney may lead to further abuses of process if the solicitor is cut out

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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