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17 Feb 2021
Private client
Guidance, news and advice for asset management, including wills and probate, power of attorney, trusts and tax.
Resources
All resources
- 2017 tax changes for non-UK domiciliaries and trusts07 Jul 2021
- Anti-money laundering guidance for the legal sector: notaries20 Apr 2021
- Anti-money laundering guidance for the legal sector: trust or company service providers20 Apr 2021
- DAC 6 and legal professional privilege 26 Jan 2021
- Deprivation of liberty safeguards: a practical guide29 Sep 2019
- Enduring powers of attorney26 Sep 2019
- Financial abuse14 Jul 2020
- How to apply the EU tax rules26 Jan 2021
- Lasting powers of attorney26 Sep 2019
- Means assessments for vulnerable clients21 May 2014
- Meeting the needs of vulnerable clients05 Jun 2020
- Mental Capacity Act Directory17 Mar 2015
- Mental capacity: international aspects07 Jul 2021
- Ordinary powers of attorney26 Sep 2019
- Powers of attorney26 Sep 2019
- Quick reference guide to identifying a deprivation of liberty in the care home setting30 Sep 2019
- Quick reference guide to identifying a deprivation of liberty in the home setting30 Sep 2019
- Quick reference guide to identifying a deprivation of liberty in the hospital setting30 Sep 2019
- Quick reference guide to identifying a deprivation of liberty in the psychiatric setting30 Sep 2019
- Quick reference guide to identifying a deprivation of liberty in the supported living setting30 Sep 2019
- Quick reference guide to identifying a deprivation of liberty under 18s30 Sep 2019
- Social welfare issues faced by older LGBT+ people03 Aug 2020
- Video-witnessing wills06 Nov 2020
- Working with clients who may lack mental capacity05 Jun 2020
- Working with vulnerable clients case studies05 Jun 2020
- Access and disclosure of an incapacitated person's will11 Dec 2019
- Accredited legal representatives in the Court of Protection05 Dec 2019
- Administering insolvent estates02 Dec 2019
- Appointment of a professional executor03 Sep 2020
- Bankrupt beneficiaries04 Dec 2019
- Disputed wills: Guidance for practitioners20 Dec 2019
- Estate administration: banking protocols14 Jul 2016
- Fiduciary roles and retirement or departure from practice by a private client practitioner23 Jan 2020
- File retention: trusts24 Jan 2020
- File retention: wills and probate01 Nov 2018
- Lasting powers of attorney02 Dec 2019
- Making gifts of assets20 Sep 2021
- Powers of attorney for banking02 Dec 2019
- Preparing a will when your client is leaving a gift for you, your family or colleagues04 Sep 2020
- Representation before mental health tribunals12 Dec 2019
- Trust corporations22 Apr 2020
- Am I obliged to act as my client’s deputy?24 Mar 2021
- Can I be my aunt's certificate provider to create a lasting power of attorney?18 Jul 2019
- Can I charge for time spent preparing a Larke v Nugus statement?09 Mar 2020
- Can a retired solicitor certify a copy of an LPA?10 May 2021
- Can my firm sign a contract on behalf of an overseas partner?25 May 2021
- How do I bring a claim where probate or letters of administration have not been granted? 21 Dec 2020
- How do I obtain a will from the Principal Probate Registry?12 Aug 2021
- How do I trace a missing sole executor?09 Feb 2021
- How long should a client's original will be retained?02 Aug 2019
- How much detail must I give beneficiaries of an estate about costs?30 Apr 2021
- How should I give notice of intention to register an EPA?10 Aug 2020
- I am a sole executor. What information should I give to residuary beneficiaries?21 Oct 2019
- Is a grant of letters of administration needed if a client died intestate before a bankruptcy hearing?08 Sep 2021
- Is an attorney entitled to a copy of a donor’s will?13 Jul 2020
- Is the appointment of a minor executor valid?17 Feb 2020
- Is there guidance on time limits for preparing wills?17 Jun 2021
- Should I send a client care letter to the principal or the court appointed deputy10 Oct 2019
- Should I share information about the execution of a will with a rival firm?27 Apr 2020
- What should I consider when certifying an LPA for a conveyancing transaction?24 Nov 2020
- What should I do if I have concerns about my client's capacity to make a will?21 Oct 2019
- What should I do if a litigant in person loses capacity?01 Feb 2021
- What should I include in our firm's policy on acting for clients with a disability?05 Sep 2019
- When is an executor entitled to the original will of a deceased client?21 Oct 2019
- Where do I serve notice to complete after the death of a buyer?16 Nov 2020
- Advocacy and the vulnerable training27 Nov 2020
- Banking practices protocol: estate administration03 Nov 2012
- FAQ: Change of name and wills20 Nov 2014
- Undue influence – solicitors’ duties post Etridge30 May 2002
- DAC 6: Implementing the new EU tax reporting rules in the UK26 Jan 2021
- Inheritance tax review03 Jul 2020
- Mental Capacity (Amendment) Act 201902 Oct 2019
- Probate changes09 Nov 2020
- Reform of the law on making a will14 Apr 2021
- Review of the Mental Health Act 198320 Apr 2021
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