Abuse and mentally incapable adults
Section 44 of the Mental Capacity Act 2005 (MCA) provides specific legislation for protecting mentally incapable adults against ill treatment and wilful neglect.
Love or Hate the Estate Accounts?
Estate accounts – their preparation can be such a simple process or they can be a form of water torture as you hunt for the missing numbers. It is the file that you get handed where no-one has [...]
Where are we on domicile?
For something that is so important, most clients are surprised to learn that there is no statutory definition of domicile. There are also indications that HM Revenue & Customs (‘HMRC’) may be [...]
Transferable nil rate band vs Nil rate band discretionary trust
There is now a balance to be struck in deciding whether to include a nil rate band discretionary trust in a Will or to rely instead in the transferable nil rate band. There are still advantages [...]
Marketing to Private Clients (5) – Marketing to Existing Clients – Part I
There are four golden rules of marketing to existing clients: Know your firm’s clients; Keep your clients happy; Keep in touch with clients; Ask clients for more!
How to complain about financial advice
As part of the administration of an estate, many probate practitioners have asked my firm to advise on the potential for redress as a result of a financial product that they feel was unsuitable. [...]
