Private client team news and updates—April 2024

Over the past ten years or so there have been some significant changes to the private client landscape including amendments to tax allowances, the effects of Brexit and updates to trust reporting requirements to name a few. 

These changes may not have not seemed particularly substantial, especially given previous promises of reforms to inheritance tax and probate fees, but nonetheless have implications for individuals and families. 

That said, there are certainly changes on the horizon which are more likely to need consideration by private clients and their lawyers alike. Changes to the creation of lasting powers of attorney, changes to capital gains tax rates and allowances, and a potential change in Government are all going to have an effect on us all, but also on the legal advice we offer.

We cannot be certain of what the future may bring, but we can help put you in the best position to plan for all sorts of eventualities, in the best interests of you and your family.

We are pleased to welcome the following new additions to the team:

• Erica John-Marie joined in March as a senior associate, based in the Putney office 
• Lu Alaimo joined in March as a senior associate, based in the Putney office
• Raveena Dhindsa joined in February as an associate, based in the Bedford Row (Holborn) office

Many of our team are qualified experts in our field of law as full members of the Society of Trust and Estate Practitioners (STEP) and the Association of Lifetime Lawyers (previously Solicitors for the Elderly) and the Association to Tax Technicians, which are specialist organisations and require members to undertake additional qualifications and demonstrate an in-depth knowledge of expertise in private client work.

We are also on the board of directors for LEGUS international and Lexunion working with similarly expert law firms across the globe.