The SRA regulates entities and recognised sole practitioners. Leaving aside the latter for the moment, as a regulator of an entity the professionalism of a group within the entity i.e. solicitors, is not what is solely at stake here. If the entity is to provide a competent service for clients then ALL personnel need to be competent.
About Gill Steel
Tel: 01962 776442
Gill is a compelling seminar and conference speaker both in house and at public events with a strong gift for making Wills, Probate, Trusts and Tax practical, engaging, authoritative and informative. For Private Client Practitioners & Team Leaders Gill offers off-the-shelf & bespoke training for individuals, organisations and local and national professional bodies.
Author Archive | Gill Steel
This is an easy-read guide to understanding those parts of MCA 2005 which clinicians need in their daily practice.
The April 2014 Trusts & Estates Newsletter is now available off the HMRC website. It is as usual a helpful update of some of the developments in policy and practice from HMRC
This case dealt with a gift from mother to sons of her leasehold flat. It considered whether or not the existence of a ‘good repair’ clause in her favour (as the owner of the head lease) in the under lease she granted to the trustees of a trust created for the benefit of the two sons, could constitute a gift with reservation of benefit (GROB).
In February 2014 the SRA issued a consultation paper on the future of training. This sought the responses of you and me to their suggested alternative approaches although they stipulated quite clearly the SRA’s preferred option.
FATCA was originally enacted in 2010 and was scheduled to take effect in January this year. This date was later postponed until January 2014 and now it had been pushed back yet further to 1 July 2014.
Life can turn on a flip of a coin. Heads up; tails down. Well, my coin fell tails down on 13 January 2014. As part of a treatment for a newly diagnosed condition I had a massive adverse reaction to the drugs prescribed and my life flipped out of control.
The Ministry of Justice is consulting on increasing Court Fees including the cost of applying for probate – see https://consult.justice.gov.uk/digital-communications/court-fees-proposals-for-reform/consult_view.
The start of a new year is usually a time of reflection and anticipation. Somehow this year I have not been as conscious of the media encouraging us to make and keep New Year resolutions. Perhaps we have all been too busy keeping our homes and offices dry amongst the gales, rain and flooding, which, depending on your point of view, may or may not be the result of global warming.
The aim of this book is to assist personal financial planning by summarising the tax treatment of pensions up to the Finance Bill 2013, the law being stated as at 1 July 2013. Writing any textbook on pensions must be a challenge since the law has been altered in every Finance Act since the simplification changes in 2004!
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- New Planning Rules – Do all farm buildings need BPR? July 22, 2014
- Are you protecting yourself from computer risks? July 15, 2014
- Disregarded assets in means testing for residential care fees July 12, 2014
- Book Review of A Modern Approach to Lifetime Tax Planning for Private Clients (with precedents) July 10, 2014
- Removal from jurisdiction – which court decides? July 2, 2014
- Three common misconceptions that are putting the assets of estates at risk April 1, 2014
- Can a testator have cognitive impairment yet still have testamentary capacity? June 3, 2014
- Removal of executors: National Westminster Bank plc v Lucas  EWHC 653 (Ch) June 11, 2014
- What constitutes a settlement for the purposes of CGT Principal Private Residence relief? June 11, 2014
- Book Review – Cretney & Lush on Lasting & Enduring Powers of Attorney (7th Edition) June 12, 2014
“I and eight of my team viewed the [Reduced Rate of IHT] video this morning and were very impressed, not only with Gill’s presentation and the helpful add-ons but with the complicated nature of the subject matter! ”
Gill regularly presents courses for us and delegates really appreciate her practical, focussed guidanceGillian Ellis, Administrator, Kent Law Society
As to quality versus quantity of CPD this is a bugbear since it becomes difficult for the seasoned practitioners to find enticing courses to go to. LawSkills ones are always terrific though !!!!Peter Cox
Gill has been presenting CPD seminars for us for some years and is one of our most popular Private Client speakers. Her knowledge of the issues and background law combined with practical aspects and case studies always provide lively, informative and thought-provoking sessionsSue Seakens, Chief Executive, Surrey Law Society
Course notes combined with Gill's clear and thorough presentation - nothing is left muddled and all questions answered most helpfullyKimberley Downton, Charles Russell LLP
Having Gill give a course in-house is not only cost effective for the firm but the more familiar surroundings mean our staff are more relaxed and gain even more from Gill's expertiseSusan Sorrie, Private Client Team, Shoosmiths