Private client

Varying the Disposition of an Estate after Death

This book provides invaluable help to those advising clients about the opportunities, implications and pitfalls of varying the disposition of estates using variations and disclaimers. Inheritance tax, capital gains tax, income tax, stamp duty, trusts and their implications are fully considered. Updated to take account of the Trust Register, excepted estates and variations, case law, changes to HMRC's Capital Gains Manual, clarifying instructions, and precedents.

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Making Gifts of Assets

Making Gifts of Assets is an essential yet user-friendly guide for private client, company commercial and conveyancing solicitors that pulls together all the key considerations when advising on making gifts into one concise volume.

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Social Care Charging

Social Care Charging is a guide to charges for care under the Care Act 2014. The book offers detailed and practical advice to assist anyone who needs to understand the complexities of the law and guidance surrounding paying for care, including deferred payment agreements, when houses or assets are disregarded, deprivation of assets and top-ups. It sets out many of the scenarios commonly arising around charging, and answers key questions.

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Inheritance Act Claims, 3rd edition

This updated edition provides guidance on how to conduct claims, the court’s approach, assessing quantum, the tax implications of orders and compromises, and the issues arising for will drafting.

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Dealing with Digital Assets

This book explains the practical and legal aspects of planning for and administering a digital estate.

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Probate Practitioner's Handbook

The Probate Practitioner’s Handbook is a well-established and popular guide to good practice for solicitors’ firms that undertake probate and estate administration work. This new ninth edition has been comprehensively updated so you can advise your client with confidence.

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Inheritance Tax Planning Handbook

The Inheritance Tax Planning Handbook provides a comprehensive overview of the planning opportunities available to mitigate the inheritance tax payable, with the help of examples and practical tips.

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Contentious Trusts Handbook

This practical, accessible and authoritative handbook covers all aspects of the law and practice relevant to trust disputes.

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Lasting Powers of Attorney

The fourth edition of this practical guide to lasting powers of attorney has been updated and expanded to take account of recent developments in settled and developing areas of law affecting LPAs.

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Elderly Client Handbook

The Elderly Client Handbook will continue to be the essential source of practical advice and guidance for new and experienced practitioners.

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Will Draftsman's Handbook

This popular book combines practical tools and expert guidance to assist practitioners with the preparation of wills for the most commonly encountered situations.

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Trust Practitioner's Toolkit

To facilitate effective trust management, this book contains useful checklists, records and forms and is designed as a companion to the popular Trust Practitioner's Handbook. This is an essential support tool which includes over 20 forms and checklists.

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Contentious Probate Handbook

This practical, accessible and authoritative handbook covers all aspects of the law and practice relevant to probate disputes.

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Wills and Inheritance Quality Scheme Toolkit

Adoption of core practice management standards, based on Lexcel, is a mandatory requirement for legal practices seeking accreditation under the Wills and Inheritance Quality Scheme. This practical toolkit helps applicants to understand and comply with stand

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Wills and Inheritance Protocol

The Wills and Inheritance Protocol sets out the Law Society’s preferred practice in will drafting, probate and estate administration and supports the provision of consistent and high quality services by legal practices.

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