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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.

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Latest Private Client Precedents

Precedents
Commencement of Will incorporating declaration of mirror but not mutual Wills

Commencement of Will incorporating declaration of mirror but not mutual WillsI declare that notwithstanding that my [Spouse/Civil Partner] is making a...
Precedents
Explanatory note/Summary for a client's Will for an individual unmarried with no children

Explanatory note/Summary for a client's Will for an individual unmarried with no childrenFORTHCOMING CHANGE: Abolition of non-dom regime and...
Precedents
Explanatory note/Summary for a client's Will—for an unmarried, divorced or separated person with no partner—options to children absolutely or to children on a Interest in possession trust

Explanatory note/Summary for a client's Will—for an unmarried, divorced or separated person with no partner—options to children absolutely or to...
Precedents
Explanatory note for a client's Will to spouse absolutely and then to children in equal shares with one share held on a disabled trust

Explanatory note for a client's Will to spouse absolutely and then to children in equal shares with one share held on a disabled trustFORTHCOMING...
Precedents
Explanatory note for a client's Will—legacy of business property on discretionary trust, residue to spouse absolutely, then to children absolutely

Explanatory note for a client's Will—legacy of business property on discretionary trust, residue to spouse absolutely, then to children...
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Latest Private Client Q&As

Q&As
Does an attorney under an LPA need to obtain authority from the Court of Protection to enter into an equity release mortgage where the LPA is silent as to preferences and instructions?
Q&As
A conveyancing question. The parties to an executed and dated, but not yet registered at the Land Registry, transfer deed change their minds and wish to reverse the transaction. They wish to be placed in the same position that they would have been had there been no transaction. What options are available to them?
Q&As
Considering Chapter 3 of the Taxation of Chargeable Gains Act 1992 (TCGA 1992), formerly TCGA 1992, s 13, where a UK tax resident individual who is a shareholder in a non-UK Company that has incurred growth in value of a UK residential property (property acquired before 2015) it is not clear whether a 'section 13 charge' would arise on disposal of that property. Assuming that it does a) would the charge be calculated as per normal CGT principles re allowable expenditure? b) If the UK resident individual was a shareholder in multiple non-resident companies each making a disposal of UK residential property, and where some properties would have a gain up to April 2015 and some a loss, can the UK resident set off the gains and losses?
Q&As
Do type C trusts in the Money Laundering and Terrorist Financing (Amendment) (EU Exit) Regulations 2020, SI 2020/991, reg 45ZA(1)(c) only relate to interests in UK land acquired on or after 6 October 2020? Will a Jersey Property Unit Trust holding UK real estate but with no UK tax liability have to register only where the UK real estate was acquired from 6 October 2020 or will it have to comply with the registration provisions on a retrospective basis?
Q&As
A trust owns two US Limited Liability Companies (LLCs). The LLCs jointly own a Scottish limited partnership (SLP) which holds UK situs assets. The SLP is going to register under The Scottish Partnerships (Register of People with Significant Control) Regulations 2017. If no UK-source income is paid to the trust, do the trustees need to register the trust with HMRC under The Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017?
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Associated legal terms

Ab intestato

From a person dying intestate; description of property acquired according to the rules of intestate succession.

Narrative

That part of a legal document which sets out the names of the granter and grantee and the reasons and purposes of the document.

Quick succession relief

An inheritance tax relief which applies to a transfer of value which attracts a second inheritance tax charge within a five-year period of the original gift.
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