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20 Jan 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 trusts06 Jul 2020
- Coronavirus (COVID-19) information for members24 Nov 2020
- Deprivation of liberty safeguards: a practical guide25 Feb 2020
- Enduring powers of attorney12 Aug 2020
- Financial abuse12 Aug 2020
- How to apply the EU tax rules30 Sep 2020
- Lasting powers of attorney12 Aug 2020
- Means assessments for vulnerable clients12 Aug 2020
- Meeting the needs of vulnerable clients12 Aug 2020
- Mental Capacity Act Directory25 Feb 2020
- Mental capacity: international aspects12 Aug 2020
- Ordinary powers of attorney12 Aug 2020
- Powers of attorney12 Aug 2020
- Quick reference guide to identifying a deprivation of liberty in the care home setting12 Aug 2020
- Quick reference guide to identifying a deprivation of liberty in the home setting12 Aug 2020
- Quick reference guide to identifying a deprivation of liberty in the hospital setting12 Aug 2020
- Quick reference guide to identifying a deprivation of liberty in the psychiatric setting12 Aug 2020
- Quick reference guide to identifying a deprivation of liberty in the supported living setting12 Aug 2020
- Quick reference guide to identifying a deprivation of liberty under 18s12 Aug 2020
- Social welfare issues faced by older LGBT+ people12 Aug 2020
- Video-witnessing wills06 Nov 2020
- Working with clients who may lack mental capacity12 Aug 2020
- Working with vulnerable clients case studies12 Aug 2020
- Access and disclosure of an incapacitated person's will12 Aug 2020
- Accredited legal representatives in the Court of Protection12 Aug 2020
- Administering insolvent estates12 Aug 2020
- Appointment of a professional executor03 Sep 2020
- Bankrupt beneficiaries27 Aug 2020
- Consumer Protection Regulations in conveyancing08 Jul 2020
- Disputed wills: Guidance for practitioners12 Aug 2020
- Estate administration: banking protocols12 Aug 2020
- Fiduciary roles and retirement or departure from practice by a private client practitioner12 Aug 2020
- File retention: trusts23 Sep 2020
- File retention: wills and probate23 Sep 2020
- Lasting powers of attorney12 Aug 2020
- Making gifts of assets12 Aug 2020
- Powers of attorney for banking12 Aug 2020
- Preparing a will when your client is leaving a gift for you, your family or colleagues04 Sep 2020
- Representation before mental health tribunals12 Aug 2020
- Trust corporations12 Aug 2020
- Can I be my aunt's certificate provider to create a lasting power of attorney?12 Aug 2020
- Can I charge for time spent preparing a Larke v Nugus statement?28 Oct 2020
- Do I need to check the source of funds when acting on a probate matter?03 Dec 2020
- How do I bring a claim where probate or letters of administration have not been granted? 21 Dec 2020
- How long should a client's original will be retained?12 Aug 2020
- How much detail must I give beneficiaries of an estate about costs?12 Aug 2020
- How should I give notice of intention to register an EPA?28 Oct 2020
- I am a sole executor. What information should I give to residuary beneficiaries?12 Aug 2020
- Is an attorney entitled to a copy of a donor’s will?28 Oct 2020
- Is the appointment of a minor executor valid?30 Sep 2020
- Should I send a client care letter to the principal or the court appointed deputy12 Aug 2020
- Should I share information about the execution of a will with a rival firm?28 Oct 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?27 Aug 2020
- What should I include in our firm's policy on acting for clients with a disability?12 Aug 2020
- When is an executor entitled to the original will of a deceased client?27 Aug 2020
- Where do I serve notice to complete after the death of a buyer?18 Nov 2020
- DAC 6: Implementing the new EU tax reporting rules in the UK05 Jan 2021
- Inheritance tax review03 Jul 2020
- Mental Capacity (Amendment) Act 201912 Aug 2020
- Probate changes09 Nov 2020
- Review of the Mental Health Act 198320 Jan 2021
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