Acquire crucial knowledge to confidently navigate the complex fields of pensions, insurance, and tax-efficient investments. Equip yourself with the latest regulatory updates, sophisticated planning tools, and risk management strategies to ensure clients have robust retirement plans. Provide expert advice on insurance law, focussing on comprehensive coverage, effective policies, and precise claims management tailored to individual needs. Additionally, master tax-efficient investment strategies to maximise client returns while minimising tax liabilities, staying updated on evolving tax legislation, and employing advanced wealth preservation tactics for unrivaled financial security.
The following Private Client news provides comprehensive and up to date legal information on Private Client weekly highlights—19 June 2025
The following Private Client news provides comprehensive and up to date legal information on Question of the week: What action could a life tenant of a share of a trust fund take in order to transfer her life interest to her children?
The following Private Client news provides comprehensive and up to date legal information on A win of £1.9m in a longstanding SDLT dispute (Candy v HMRC)
Nature and classification of trusts—the three certaintiesCertaintyIn order for a settlor to create a private express trust the three certainties must...
ProtectorsWhat is a protector?A protector is a person who holds powers under a trust but who is not a trustee. A protector is a person who is...
Preparing the application form PA1P/PA1A for probate or letters of administrationFORTHCOMING CHANGE: The postal application forms PA1P and PA1A for...
Administration actions—personal representatives and the deceased's liabilitiesAn individual may assume obligations, for example in respect of...
Death in service benefitsOverview of the types of death in service benefits and their tax treatmentThere are three types of death in service benefit (also known as ‘life assurance’ benefit or ‘life cover’ benefit) which employers may provide by way of a life policy:•the registered group life
If a beneficiary signs a deed of disclaimer of their share of an estate and the estate pays their legal fees, will that count as a PET against their estate?A disclaimer is the refusal of a gift prior to acceptance. The refusal of the gift must take place before the beneficiary accepts any benefit
Can shares in a limited company that have not been paid-up at all be cancelled?A limited company having a share capital may not alter that share capital, except in the ways listed in section 617 of the Companies Act 2006 (CA 2006). Shares in a company cannot simply be cancelled without following an
Glossary—Latin legal termsDespite attempts in recent years to simplify the language used in legal cases, there are still a number of Latin phrases commonly used in personal injury claims. The following Latin phrases are listed in alphabetical order:Latin
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