News and advice for asset management, including wills and probate, power of attorney, trusts and tax.
Building trust, knowledge and understanding with charity legacy professionals are all needed to encourage more solicitors to discuss charitable giving with clients, according to a roundtable led by the Private Client Section last month.
Preparing a will or lifetime gift for a client can be a sensitive area. It is easy for those who receive less than they were expecting to allege improper influence. Your firm should therefore have safeguards in place to protect it from such allegations.
The Law Society has responded to the Office of Tax Simplification's Inheritance Tax Review: Call for Evidence, and has made a number of recommendations.
This practice note assists solicitors in advising clients regarding lasting powers of attorney.
Personal representatives who make a distribution out of the estate of a deceased person to a bankrupt beneficiary may be making the distribution to the wrong person and, if so, will not receive a good receipt.
Recommendations and best practice guidelines for solicitors acting as executors or advising personal representatives administering an estate which may be insolvent.
The Ministry of Justice (MoJ) has launched a scheme to refund those who may have paid more than they should for applying to register powers of attorney.
Firms experiencing difficulties registering with HMRC’s online trust registration service should now be able to do so by using their agent code.
This practice note is intended to provide practical guidance to members of the Law Society’s Mental Capacity (Welfare) accreditation scheme in carrying out their duties to clients and to the CoP.
The Law Society's response to the Sentencing Council’s consultation on guidelines for sentencing offences of manslaughter.
Prove your experience in representing the needs of vulnerable clients to prospective clients.
Probate Practitioner’s Handbook is a popular guide for solicitors’ firms that do probate and estate administration work.
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
The Law Society's quality mark for any practice that can demonstrate excellence in legal practice management and client care.
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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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