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Practitioners need to ensure that they maximise opportunities for adding value to their clients and make any claims and elections on time. Having a robust system in place will help achieve this.

The supervising of the execution of husband and wife mirror Wills is usually stress free but in the drive to be friendly the danger is we all too easily get distracted by talking to our clients [...]

Decisions, decisions! It is impossible to manage without making decisions. How to handle that tricky client relationship? How to get the most out of your newly-formed team? When to delegate and [...]

A trainee solicitor was instructed to sell Mrs Hill’s property in a private sale for £145,000. Originally this was on the basis that her daughter would then join her in buying an alternative [...]

The lawyer’s perception of what the client wants is very different to what the customer actually wants.....

With the current high value of farmland any tax planning, Will planning, legal document drafting and generally all advice associated with farms when risk assessed can have quite a substantial tax [...]

In many cases where one spouse decides to set up or buy a company through which to earn a living, tax advice has meant that it is usual to involve the other spouse as an owner of some shares. The [...]