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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.

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.

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.

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.

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.

Our Top Sources

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Latest Private Client Q&As

Q&As
The court is closed and/or understaffed due to coronavirus (COVID-19). What should we do where, for example (a) I need to make an emergency application eg for a freezing or other injunction, (b) I need to pay a court fee/other, (c) I need to file and/or issue court documents by a certain deadline (d) documents are due to be served by the court?
Q&As
X settled an accumulation and maintenance trust prior to 2006. No changes have been made to the terms of the trust since its settlement. How will the trust be treated for inheritance tax purposes?
Q&As
How is the basic nil rate band (NRB) applied on the death of a life tenant of a pre-2006 interest in possession trust whose free estate passes to their surviving spouse and can the transferable NRB be maximised?
Q&As
A purchased a holiday home in 1976 for £17,000. A then created a settlement in 1985 in which A settled the holiday home with A and A's three siblings as life tenants (in four sub-funds), with their respective children as the remaindermen. A and their (now late) father were the trustees. The value of the property at the time of settling was £58,000. The property is now valued at £750,000. A and the siblings now wish to consider passing on some shares in the property to the next generation for tax planning. What options are available, and what are consequences/pitfalls for capital gains tax and inheritance tax?
Q&As
X has an immediate post-death interest under a trust set up by her father. Y, her husband has just died. X and Y jointly built the bungalow in which they both resided on land owned by the trust. The land was not transferred and remained in the trust. Should there be any valuation carried out in relation to any potential claim by Y's estate against the trust for the value of his share of the bungalow?
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Associated legal terms

Beneficiary

A person who has a interest'>beneficial interest in property under a trust.

Defined benefits scheme

See: Occupational pension scheme.

Relevant property

A category of trust property which is subject to a special regime for inheritance tax.
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