Probate service update – January 2022
We summarise an update from HM Courts and Tribunals Service and other members of the probate…
23 Feb 2022
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 abuse13 May 2022
- 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
- Trust Registration Service (TRS) and AML compliance04 Apr 2022
- Video-witnessing wills06 Nov 2020
- Working with clients who may lack mental capacity13 May 2022
- 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 I use a conditional fee agreement for an Inheritance Act 1975 claim?23 Feb 2022
- Can a client’s ashes be scattered in his local river?16 May 2022
- Can my firm sign a contract on behalf of an overseas partner?25 May 2021
- Does a personal representative with power reserved need to be named in a contract for sale?28 Mar 2022
- 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 certify a copy of an original document?04 Nov 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 deed of variation of benefits a money laundering or tax evasion risk?24 May 2022
- 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
- My client passed away after I issued their personal injury claim. What should I do?21 Jun 2022
- 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 checks should I make before releasing a lasting power of attorney (LPA)?17 Nov 2021
- 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 do if my client loses capacity?10 Feb 2022
- 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 training26 Apr 2022
- 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 review28 Oct 2021
- Mental Capacity (Amendment) Act 201902 Oct 2019
- Probate changes06 Dec 2021
- Reform of the law on making a will14 Apr 2021
- Review of the Mental Health Act 198320 Apr 2021
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