Back to Basics
Back to basics: Wills, trusts and care home fees
Fiona Heald reviews the basics on wills, estate planning and the problem of care home fees.
Home comforts
Fiona Heald explains how the Section and the Law Society are continuing to work behind the scenes this summer to support private client members
Home strike
Jessica Clay explains how you can continue complying with your regulatory obligations during lockdown
Keeping tabs
We are all familiar with the concept of supervision, but with working from home now the norm, how should law firms adapt their procedures to address this? Fiona du Feu provides a checklist of the areas you need to focus on
Lurking behind lockdown
Lockdown has been stressful for most of us, even more so for elderly and vulnerable people – who are at increased risk of financial abuse at a time when they are even more reliant on the support of others. Heledd Wyn explains how you can help
It’s good to talk
In light of coronavirus (COVID-19), death and dying are at the front of many people’s minds. Gary Rycroft argues that speaking with clients about advance care planning is more important than ever
Rectifying the situation
Lesley King reviews a new title on the construction and rectification of wills and trust instruments
Gone to pot
While pension pots are usually exempt from inheritance tax, there are still exceptions to be wary of. Jo Summers looks at the traps to avoid
Report back
Sophie O’Connell considers what makes a good mental capacity assessment report, and the things to look out for from your assessor
The new frontier
Cross-border mental capacity work is becoming a growing trend for many practitioners. Nicole Gallop Mildon and Alvaro Aznar Azcárate run through some typical private client scenarios you may encounter, using case studies from four European jurisdictions
Up to eleven
Gareth Marland explains how the often-overlooked section 11 of the Inheritance Tax Act 1984 is a useful planning tool, particularly for families with young children
Move on
In the next in our series on removing fiduciaries, Henrietta Mason explains how to remove trustees and executors against their will
A question of costs
Law Society policy adviser Anjali Mouelhi answers some of the key questions about the new SRA Accounts Rules