About Private Client Law

When Private Clients ask questions, they expect answers - right away. But when you’re working across so many different areas of the subject day to day, it’s impossible to hold it all in your head. In addition finding the answer often means cross-referencing several different sources – from the latest legislation to the Law Society’s most up-to-date guidance.

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Will Precedents

Precedents covering the most common scenarios in this area. Drafting notes accompany each clause - incorporating the latest developments like Will drafting considerations for inheritance tax residence nil rate band.

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Court of Protection

Our Court of Protection topic covers both property and finance, and health and welfare Court of Protection applications. It’s geared at both the Court of Protection specialist practitioner and the occasional user.

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Trust compliance

Topics include beneficial ownership transparency, the Money Laundering Regulations, the Trust Registration Service, obligations relating to data protection and GDPR and offences under the Bribery Act 2010.

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Cross-referencing sources

When private clients ask questions, they expect answers quickly. But, working across lots of areas day to day, it’s impossible to hold it all in your head. We’ll help you cross-referencing several different sources.

Latest Private Client Q&As

Q&As
When completing IHT430 to claim the reduced rate of inheritance tax where 10% of the estate is left to charity, should the amount of available residence nil rate band (RNRB) and transferable RNRB be included in Box 26?
Q&As
An individual dies intestate. Their father is entitled to receive the whole of the estate and apply for letters of administration but dies before doing so. Who should now apply for letters of administration in the adult child’s estate?
Q&As
A testator established a testamentary nil rate band discretionary trust constituted by a debt secured over the testator’s interest in a house. The terms of the debt/charge provide that the secured amount is index-linked by reference to the RPI. The ten-year anniversary of the trust will fall shortly. How should the trustees report the amount of the debt for the purposes of IHT ten-year charge? Should they include any index-linked element of the debt? Under what circumstances would the trust qualify as an excepted settlement within IHTM06124
Q&As
An individual (not domiciled in the UK) makes a gift of UK property to an individual who is resident in the UK. The donor retains a benefit in that gift. The donor then becomes domiciled in the UK. Do the gifts with reservation rules apply and therefore, would the gifted property fall within the donor's estate?
Q&As
A non-resident trustee disposes of a UK residential property in the tax year 2017/18. The trust was settled by a UK domiciled settlor in 2002. How would any gains arising from the disposal be taxed?

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