Monthly Update on Wills Probate Trusts Tax and Elderly Client November 2020

Recorded on: 25/11/2020


The aim of this updating seminar is to provide the busy practitioner with a monthly round-up of new developments in Wills, Probate, Trusts, Tax and Elderly client matters.  This webinar will focus on developments during October 2020.

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



  • Law Society Guidance published on the temporary process of executing Wills via live action video witnessing
  • STEP Digital Asset Special Interest Group – publish paper on increasing use of technology in Will-making across the world


  • Reminder – online probate applications became compulsory 2 November 2020
  • Probate Service update – delays & costs of administration; update to HMCTS digital system


  • More on updating of the Trust Register
  • Number of trusts declining – according to HMRC


  • Commentary on government plans to raise tax advice standards
  • Office of Tax Simplification – Review of CGT – part 1
  • Wealth Tax Commission
  • Updated guidance on DAC 6
  • CGT – PPR relief available for short period of residence Core v HMRC [2020] UKFTT 440
  • CGT – PPR relief – suitability of grounds for reasonable enjoyment of house – Phillips v HMRC [2020] UKFTT 381
  • IHT – BPR – Scottish Holiday let – Cox executors v HMRC [2020] UKFTT 442

Elderly Client

  • Power of Attorney – OPG survey
  • Care Funding – Ombudsman calls for clarity over NHS continuing healthcare funding
  • DoLs reform – Law Commission analysis
  • Mental capacity & inherent jurisdiction – Mazhar v Birmingham Community Healthcare Foundation NHS Trust [2020] EWCA 1377

Watch a two minute preview of the webinar


Members:  £115.00

Non members:  £159.00

Sole practitioner:  £80.00

All prices ex-VAT

Save £££s with membership and pre-paid bundle credits

Have a bundle?

Contact us directly to book using
your pre-paid bundle credit.

01904 653 550
Loading animation