January 2015

PS January 2015 cover image


Cerys Jones

Better than cure


Wills and probate is the third most complained-about area of law in England and Wales today. Cerys Jones outlines some quick wins to help you avoid complaints in the three most sensitive areas: costs, delays and instructions

Mark Brownridge

Game plan


Mark Brownridge outlines the recent major changes to pension legislation, and the importance of making the right decisions, both for your clients and for yourself as you near retirement

Drivers of accommodation choice

Pick of the bunch


In response to the ageing population and increased demand for elderly care, providers are offering a much wider range of care services. Oliver Stirk outlines the options, and how private client practitioners can help

Care act

Careful as you go

By ,

Bethan Harris and Beatrice Prevatt provide a detailed guide to Care Act 2014

Elderly clients

Balancing act


Knowing who your client is and balancing the need to act in their best interests with regulatory requirements around conflicts and confidentiality can be challenging when acting for elderly clients. Melinda Giles explains

Michelle Garlick

Connecting the dots


Conflicts of interest can arise when solicitors act for clients to whom they are connected. Michelle Garlick looks at the statutory guidance on these tricky situations, and what solicitors should do when faced with them

Practice management

The leftovers


The self-certification amount of which firms can donate to charity without prior authorisation increased to £500 from 31 October 2014. Jacky Ellis outlines the rules for dealing with residual client account balances and provides some handy hints

Simon Leney

Happy new year


Simon Leney reflects on what 2015 may hold in store beyond the general election in May

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 Private Client 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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