News and advice for asset management, including wills and probate, power of attorney, trusts and tax.
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.
This practice note clarifies when a solicitor can disclose a copy of a client’s will where the client has lost mental capacity.
This practice note provides advice on meeting the requirements for providing clients with sufficient information to make an informed decision about the appointment of an executor.
This practice note is relevant to any solicitor involved in the administration of estates.
This note summarises what a trust corporation is, the requirements for its creation and a number of other matters.
This practice note provides information about the different powers of attorney that can be used when dealing with a banking institution, to avoid difficulties in evidencing your authority to act on behalf of a donor.
This practice note assists solicitors in advising clients regarding lasting powers of attorney.
This practice note aims to assist firms to address the issues that arise when a solicitor, who has held fiduciary roles, retires or departs from a practice.
This practice note will assist solicitors in adapting their practices to identify and meet the needs of vulnerable clients.
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.
Contains over 200 precedents in one affordable volume.
Find out how to deal with the property and financial affairs of a missing person
This accreditation scheme covers the representation of patients in all proceedings before the first-tier tribunal.
Updated and expanded, this practical guide covers developments in law and practice since 2011.
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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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