Monthly Update on Wills, Probate, Trusts, Tax and Elderly Client Matters – February 2021

Aim

The aim of this updating webinar is to provide the busy practitioner with a monthly round-up of new developments in wills, probate, trusts, tax and elderly client matters during January 2021.

Learning Outcomes

By taking part in these sessions participants should be able to:

• Keep up to date in their professional competence
• Add additional practical tips to their repertoire
• Take the opportunity to discuss developments
• Test their knowledge

Agenda

Wills

• Mistake in will over ‘parts’ of estate – Barrett v Hammond [2020] EWHC 3585

Probate

• Update– online probate applications – major update in the software coming soon
• Grants being issued within five weeks for online applications
• Rectification of Deed of Variation –  Morrell v Morrell [2021] EWHC 117

Trusts

• Trust Registration Service and 5AMLD
• Removal of trustee – Manton v Manton [2021] EWHC 125

Tax

• Solicitor tax advisers must register with SRA – changes to money laundering regulations
• Self-assessment deadline deferred by one month to end of February 2021
• SDLT – main house and annexe are not separate dwellings – E & C Partridge

Elderly Client

• New guidelines for deputies on litigation and conflicts of interest following ACC & Others [2020] EWCOP 9 – from both the OPG and a mixture of professional bodies
• Consultation on digital LPAs is likely to commence soon
• Long term care: Department of Health and Social Care to bring forward cap on lifetime care costs
•  Vaccination and bests interests –  E (Vaccine) [2021] EWCOP 7