• Private client

    News and advice for asset management, including wills and probate, power of attorney, trusts and tax.

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    Reviewing the probate service in light of Covid-19

    The HMCTS is reviewing the probate service due to the impact of coronavirus.

    12 May 2020

    Update on legal practitioner key workers and testing

    The government has confirmed which types of legal practitioners are classed as key workers who are essential to the running of the justice system.

    28 April 2020

    Should I share information about the execution of a will with a rival firm?

    I've been contacted by a firm acting for the daughter of a client who moved into a care home. They're demanding information about the circumstances in which my client gave instructions for her will and it was executed. Must I provide this information?

    27 April 2020

    Mental capacity and coronavirus legislation

    We're working to ensure that the new coronavirus legislation is used appropriately, protecting the rights of vulnerable people.

    24 April 2020

    Trust corporations

    This practice note summarises what a trust corporation is, how to create one, the benefits and disadvantages, and the regulatory requirements.

    22 April 2020
    Practice note

    Mental capacity international aspects

    Guidance on mental capacity for solicitors who have clients moving/returning from abroad, or have assets overseas.

    15 April 2020

    Where there's a will, we're looking for the way

    Melinda Giles, partner at Giles Wilson, Executive Committee member of the Law Society Private Client Section and member of the Law Society's Wills and Equity Committee, discusses wills, the legalities, and what you can do to help clients during coronavirus.

    1 April 2020

    Can I charge for time spent preparing a Larke v Nugus statement?

    I prepared a will for a client two years ago and was appointed sole executor. When she passed away, I received a Larke v Nugus request from a firm acting for one of her sons who's excluded from the will. Can I charge for time spent preparing the statement?

    9 March 2020

    On the same side: how to handle complaints

    In the first of a two-part series on complaints, Rebecca Atkinson, the director of risk & compliance at Howard Kennedy LLP, looks at some of the reasons why clients complain and how to avoid complaints by focusing on providing good service in key areas.

    17 February 2020

    Is the appointment of a minor executor valid?

    My client wishes to appoint their wife and son as executors to their will. The son is currently aged 16 years. Is the appointment of a minor executor valid? If so, what are the implications if the will has to be proved during the minority?

    17 February 2020
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