Probate and Private Client applies a practical approach to a
range of probate and private client topics.??The
course book describes the different types of powers of attorney including LPAs
as well as practical issues relating to the assessment of capacity. Inheritance
tax, capital gains tax and income tax are also explained.
The powers and potential liabilities of personal
representatives are described, together with the procedures for obtaining the
different types of grant. Practical issues involved in administering an estate
are discussed, including deeds of variation and disclaimers. The main
inheritance tax forms are explained. Claims under the Inheritance (Provision
for Family and Dependants) Act 1975 are reviewed. The course book also
considers the rights of unmarried partners in inheritance and introduces
contentious probate. Finally, the course book discusses some key issues
involved in making probate practice profitable.
The course book is supported by a number of activities and
links to practice which reflect the authors' wide-ranging experience in probate
and private client practice.?
Probate and Private Client is the recommended textbook for
the CILEX Professional Stage Probate and Private Client module, but it will
also provide invaluable guidance for law students and other practitioners who
are seeking to develop and update their practical and commercial skills in this
area.
Auflage
Sprache
Verlagsort
Zielgruppe
Für Beruf und Forschung
Für höhere Schule und Studium
Maße
Höhe: 297 mm
Breite: 210 mm
ISBN-13
978-1-911698-39-5 (9781911698395)
Copyright in bibliographic data and cover images is held by Nielsen Book Services Limited or by the publishers or by their respective licensors: all rights reserved.
Schweitzer Klassifikation
Jo Summers is a partner at Jurit LLP, since the merger with
PWT Advice LLP (the firm she founded in 2008).
Jo qualified as a solicitor in 1995 and has specialised in
private client work, with an international element. She has expertise in
advising private individuals on the tax implications of moving to or from the
UK, as well as advising on cross-border estates. She gives expert opinions on
domicile queries, including determining which laws of succession apply to the
deceased's estate. Jo also advises on offshore trusts, offshore pensions
(including QROPS and QNUPS) and other international structures (such as EBTs
and EFRBS) as well as charity law.
Jo is a published author and expert in Shari'a succession
laws, as well as being quoted regularly in trade journals and lecturing
extensively. She is a member of the Society of Trusts & Estate
Practitioners' UK Guidance Committee, has just finished an 11-year tenure on
the Law Society's Wills & Equity Committee and is a member of The
Association of Contentious Trust & Probate Specialists, the Society of
Authors and the Crime Writers Association.
She has a degree in European Law (University of Warwick), a
Diploma of French Law (University of Lille, France) and a Masters in Trusts Law
(University of Greenwich). In her spare time, she co-writes crime novels with
her mother under the pen-name PJ Quinn, with five novels to date in the D I
Ambrose Mysteries series.
Nicola Dudley is a highly regarded private client lawyer and
head of Jurit Private Wealth alongside Jo Summers.
She qualified as a Fellow of the Chartered Institute of
Legal Executives in 1992 and went on to qualify as a Solicitor in 1993. During
her Legal Executive training she majored in land law and conveyancing,
practicing in high street firms before qualifying and specialising in private
client law. Moving to a boutique property firm in London, she headed up the
private client department for a number of years before transferring to a
multi-disciplinary Surrey firm. In 2010 she joined forces with Jo Summers at PWT
Advice LLP, which merged with Jurit LLP in 2021 where they continue to share
their experience supporting colleagues and advising clients from all walks of
life.
Nicola specialises in Inheritance Tax planning and Wills,
Probate, Trusts and Court of Protection applications and is a member of the
Society of Trust & Estate Practitioners and Solicitors for the Elderly.
CHAPTER 1 Powers of Attorney and Deputies
CHAPTER 2 Introduction to the Court of
Protection
CHAPTER 3 Tax - Inheritance Tax, CGT and
Income Tax
CHAPTER 4 Administration of Estates -
Liability and Protection of PRs
CHAPTER 5 Grants of Representation
CHAPTER 6 Stages of Estate Administration
CHAPTER 7 Administration of the Estate -
IHT Forms
CHAPTER 8 Inheritance (Provision for
Family and Dependants) Act 1975
CHAPTER 9 Unmarried Couples
CHAPTER 10 An Introduction to Contentious
Probate
CHAPTER 11 Profitable Probate Practice