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28 October 2014
Key activities for this week
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- HMRC should not be relied on to keep accurate records of a client’s losses. Make sure that your firm has adequate processes so that losses are updated and kept on a permanent record.
- The decision in Loring v The Woodland Trust highlights the care required when drafting nil-rate band legacies in wills to ensure that the testator’s wishes are reflected accurately. If necessary seek third-party help when advising clients with their wills.
- Are your clients confident using computers and communicating electronically?...
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