September 2015

PS Sep 15 cover image

Introduction to our Conference Special


Private Client Section annual conference 2015: an introduction


Private Client Section chair Simon Leney rounds up the highlights of the Section’s annual conference, held in London on 3 July, and introduces our conference special edition.




Our workshop speakers round up their sessions, on mediation, Court of Protection, pensions, the Care Act 2014, the implications of the Brussels lV regulation, and the tax treatment of trusts in the relevant property regime

Lisa Vanderheide

Doubt of the benefit

By and

Demonstrating beneficial ownership of property for tax purposes is not always straightforward. Lisa Vanderheide and Karmjit Mader consider how to evidence it, and the options available when agreement cannot be reached with HM Revenue & Customs


Good as gold


How can solicitors ensure their clients get the best possible financial advice? Lucy Trevelyan looks at the options for partnering with financial advisers, and highlights two of the major potential issues: regulation and insurance

Mike Hodin

Silver linings

Michael Hodin, executive director of the Global Coalition on Aging, talks about our ageing population

Graham Poles

In with the new


Graham Poles looks at what developments, challenges and opportunities the new parliament might bring for private clients

Sylvia Rook

At your service


The Consumer Rights Act 2015 comes into force in October, marking one of the biggest changes to consumer rights law of the last decade. Sylvia Rook outlines the implications of the act as it applies to solicitors as service providers

Right direction

In the right direction


With the increase in tax avoidance schemes involving long-term loans, the issue of personal representatives’ liabilities to creditors has again reared its ugly head. Georgia Bedworth outlines a potential solution: applying to the court for directions

Jan Garrill

Community caring


Jan Garrill explains the role of community foundations in lifetime and legacy giving, and how solicitors and foundations can work together to ensure the solution chosen is the most appropriate for clients and their families

Simon Leney

Watch out


In his last comment as chair of the Private Client Section, Simon Leney asks what lessons we can learn when our dealings with clients face public scrutiny


Action plan


At this year’s Private Client Section annual conference, chief executive Catherine Dixon discussed the development of a new strategy this November. Here she updates on progress

Lesley King new

Make no mistake


At the Private Client Section annual conference, Lesley King provided an update on recent developments in private client law, focusing on issues of risk, including around solicitors’ negligence, relief for errors, and donatio mortis causa

Chris Whitehouse

Pass it on


At the Private Client Section annual conference, Chris Whitehouse gave an update on inheritance tax changes, including the taxation of relevant property trusts, the extension of the nil-rate band, and tax avoidance

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