Probate and Private Client

Häftad, 2025

749 kr

Kommande

Probate and Private Client applies a practical approach to arange of probate and private client topics.  Thecourse book describes the different types of powers of attorney including LPAsas well as practical issues relating to the assessment of capacity. Inheritancetax, capital gains tax and income tax are also explained. The powers and potential liabilities of personalrepresentatives are described, together with the procedures for obtaining thedifferent types of grant. Practical issues involved in administering an estateare discussed, including deeds of variation and disclaimers. The maininheritance tax forms are explained. Claims under the Inheritance (Provisionfor Family and Dependants) Act 1975 are reviewed. The course book alsoconsiders the rights of unmarried partners in inheritance and introducescontentious probate. Finally, the course book discusses some key issuesinvolved in making probate practice profitable. The course book is supported by a number of activities andlinks to practice which reflect the authors’ wide-ranging experience in probateand private client practice. Probate and Private Client is the recommended textbook forthe CILEX Professional Stage Probate and Private Client module, but it willalso provide invaluable guidance for law students and other practitioners whoare seeking to develop and update their practical and commercial skills in thisarea.

Produktinformation

Utgivningsdatum2025-09-12
Mått210 x 297 x undefined mm
FormatHäftad
Antal sidor250
Upplaga2
FörlagCILEX Education
ISBN9781911698395

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Jo Summers is a partner at Jurit LLP, since the merger withPWT Advice LLP (the firm she founded in 2008).Jo qualified as a solicitor in 1995 and has specialised inprivate client work, with an international element. She has expertise inadvising private individuals on the tax implications of moving to or from theUK, as well as advising on cross-border estates. She gives expert opinions ondomicile queries, including determining which laws of succession apply to thedeceased’s estate. Jo also advises on offshore trusts, offshore pensions(including QROPS and QNUPS) and other international structures (such as EBTsand EFRBS) as well as charity law.Jo is a published author and expert in Shari’a successionlaws, as well as being quoted regularly in trade journals and lecturingextensively. She is a member of the Society of Trusts & EstatePractitioners’ UK Guidance Committee, has just finished an 11-year tenure onthe Law Society’s Wills & Equity Committee and is a member of TheAssociation of Contentious Trust & Probate Specialists, the Society ofAuthors and the Crime Writers Association.She has a degree in European Law (University of Warwick), aDiploma 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 withher mother under the pen-name PJ Quinn, with five novels to date in the D IAmbrose Mysteries series.Nicola Dudley is a highly regarded private client lawyer andhead of Jurit Private Wealth alongside Jo Summers.She qualified as a Fellow of the Chartered Institute ofLegal Executives in 1992 and went on to qualify as a Solicitor in 1993. Duringher Legal Executive training she majored in land law and conveyancing,practicing in high street firms before qualifying and specialising in privateclient law. Moving to a boutique property firm in London, she headed up theprivate client department for a number of years before transferring to amulti-disciplinary Surrey firm. In 2010 she joined forces with Jo Summers at PWTAdvice LLP, which merged with Jurit LLP in 2021 where they continue to sharetheir experience supporting colleagues and advising clients from all walks oflife.Nicola specialises in Inheritance Tax planning and Wills,Probate, Trusts and Court of Protection applications and is a member of theSociety of Trust & Estate Practitioners and Solicitors for the Elderly.

CHAPTER 1 Powers of Attorney and DeputiesCHAPTER 2 Introduction to the Court ofProtectionCHAPTER 3 Tax – Inheritance Tax, CGT andIncome TaxCHAPTER 4 Administration of Estates –Liability and Protection of PRsCHAPTER 5 Grants of RepresentationCHAPTER 6 Stages of Estate AdministrationCHAPTER 7 Administration of the Estate –IHT FormsCHAPTER 8 Inheritance (Provision forFamily and Dependants) Act 1975CHAPTER 9 Unmarried CouplesCHAPTER 10 An Introduction to ContentiousProbateCHAPTER 11 Profitable Probate Practice