News and advice for asset management, including wills and probate, power of attorney, trusts and tax.
I am a solicitor executor, administering the estate of a deceased client. How much detail must I give the residuary beneficiaries about the anticipated costs to the estate?
I am drafting a will for a client. One of the intended beneficiaries is his grandchild. I am informed that the grandchild has undergone a gender reassignment. How should I refer to this beneficiary in the will?
The Law Society does not believe the proposed Bill has sufficient safeguards and is not fit for purpose in its current form.
I need to lodge a statement of truth urgently with the court. Will an electronic copy of the signed statement be acceptable?
While you are sitting on the hot tube, train or bus hoping not to be delayed on your daily commute, think of me in south-east Cornwall on my trip into the office over the border to Devon.
My client wants to make a will. I have concerns about her mental capacity and she has agreed that I can consult her doctor. Is there a precedent letter available for this purpose?
This practice note details the requirements for giving clients sufficient information to make an informed decision about the appointment of an executor.
Building trust, knowledge and understanding with charity legacy professionals would encourage more solicitors to discuss charitable giving with clients, according to a Private Client Section roundtable.
Can a will be signed with an electronic signature?
Preparing a will or lifetime gift for a client can be a sensitive area. Your firm should have safeguards in place to protect it from allegations of improper influence.
Probate Practitioner’s Handbook is a popular guide for solicitors’ firms that do probate and estate administration work.
This popular event is tailored for private client practitioners dealing with the unique challenges of elderly and vulnerable clients
This book will help you assist clients with trusts, from protecting assets to minimising exposure to tax.
This accreditation scheme covers the representation of patients in all proceedings before the first-tier tribunal.
From the Private Client Section: working with transgender clients
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The Wills and Equity Committee is part of our Legal Affairs and Policy Board.
It keeps under review and promotes improvements in the law and procedure relating to wills, probate, trusts and charities.
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