Overview

Probate and Private Client applies a practical approach to a range of probate and private client topics.  The course book describes the different types of powers of attorney including LPAs as well as practical issues relating to the assessment of capacity. Inheritance tax, capital gains tax and income tax are also explained.  The powers and potential liabilities of personal representatives are described, together with the procedures for obtaining the different types of grant. Practical issues involved in administering an estate are discussed, including deeds of variation and disclaimers. The main inheritance tax forms are explained. Claims under the Inheritance (Provision for Family and Dependants) Act 1975 are reviewed. The course book also considers the rights of unmarried partners in inheritance and introduces contentious probate. Finally, the course book discusses some key issues involved in making probate practice profitable.  The course book is supported by a number of activities and links to practice which reflect the authors’ wide-ranging experience in probate and private client practice.  Probate and Private Client is the recommended textbook for the CILEX Professional Stage Probate and Private Client module, but it will also provide invaluable guidance for law students and other practitioners who are seeking to develop and update their practical and commercial skills in this area.

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9781911698395

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Author Information

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

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