Probate and Private Client

Probate and Private Client offers a practical guide to key topics in probate and private client law, including powers of attorney, capacity assessment, and tax issues such as inheritance, capital gains, and income tax. It covers the roles and liabilities of personal representatives, procedures for obtaining grants, and practical estate administration issues like deeds of variation and disclaimers. The book also explores claims under the Inheritance (Provision for Family and Dependants) Act 1975, the rights of unmarried partners in inheritance, and contentious probate. Additionally, it provides insights into making probate practice profitable. Supported by practical activities and real-world links, the book draws on the authors’ extensive experience in probate and private client practice. Published by CILEX Education, a leading provider of professional legal training and qualifications, the book reflects their commitment to equipping learners and practitioners with the knowledge and skills to excel in the legal profession.

Table of Contents:
Table of Cases ix CHAPTER 1 Powers of Attorney and Deputies 1 CHAPTER 2 Introduction to the Court of Protection 20 CHAPTER 3 Tax – Inheritance Tax, CGT and Income Tax 42 CHAPTER 4 Administration of Estates – Liability and Protection of PRs 67 CHAPTER 5 Grants of Representation 82 CHAPTER 6 Stages of Estate Administration 99 CHAPTER 7 Administration of the Estate – IHT Forms 135 CHAPTER 8 Inheritance (Provision for Family and Dependants) Act 1975 156 CHAPTER 9 Unmarried Couples 168 CHAPTER 10 An Introduction to Contentious Probate 176 CHAPTER 11 Profitable Probate Practice

About the Author :
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.