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 by leading experts to take account of:
- money-laundering issues including the requirements of the 5th EU Anti-Money Laundering Directives and the updated LSAG guidance
- the SRA Accounts Rules 2019
- changes resulting from the new SRA Standards and Regulations
- new SRA guidance relevant to practitioners
- updates to relevant practice notes including disputed wills and handling complaints
- Inheritance and Capital Gains Tax developments
- implications of the UK leaving the European Union
- the introduction of the SRA Transparency Rules, and
- implications for practitioners arising from the Covid pandemic
- the different ways in which foreign elements may affect the English probate practitioner
An essential new chapter explains how data protection law applies in the context of the administration of estates.
Features such as checklists, precedents, case commentaries and examples enhance the book’s usefulness.