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

Recorded on: 01/10/2020


These monthly webinars provide the busy practitioner with a round-up of new developments in wills, probate, trusts, tax and elderly client matters. This webinar will focus on developments during the month of August 2020.

Learning Outcomes – By taking part in these sessions practitioners 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



  • Remotely witnessed wills officially declared valid in England and Wales - MOJ’s Guidance on Wills using video-conferencingin advance of SI
  • Law Society Guidance on virtual execution and e-signatures during Covid-19
  • Ambiguous Will leads to claims by 15 descendants - Wales v Dixon [2020] EWHC 1979 (Ch)


  • MOJ consultation – Non-contentious probate: mandating online professional applications
  • Proprietary estoppel – Archibald v Alexander [2020] EWHC 1621 (Ch) 
  • Undue influence – Constable v CPS [2020] EWHC 1760 (Admin) 
  • Estate disputes – lost will found – Wrangle v Brunt [2020] EWHC 1784 (Ch) 
  • Undue influence – McCarthy v McCarthy [2020] EW Misc 10 (CC) 
  • PRs ordered not to distribute estate in anticipation of potential compensation claims against sexual assaults – Re Studdert [2020] EWHC 1869 (Ch)


  • Practical issues relating to the updating of the Trust Register
  • Fifth Money Laundering Directive and Trust Registration Service –  Technical Consultation document – summary of responses and regulations to implement 5AMLD
  • Interest paid by settlement not deductible from partnership’s profits – Shiner v HMRC [2020] UKFTT 295 (TC) 
  • EWHC gives first grant of extra trustee powers for ‘expediency’ reasons – Cotterell v Allendale [2020] EWHC 2234 (Ch) 
  • Notice given to one trustee counted as notice to all - Phoenix v Phoenix [2020] EWHC 1409


  • Inheritance tax for emergency responders
  • Finance Bill 2020-21 – New proposals for tackling promoters and enablers of tax avoidance schemes
  • Tax after coronavirus.  Treasury Committee Inquiry, 17 July 2020
  • Building a trusted, modern tax administration system, HMRC Corporate Report, 21 July 2020
  • HMRC to get access to taxpayers’ financial information without permission

Elderly Client

  • Update to LPA process – new online service, new sharing service, updated guidance
  • DOLs Review – Postponement of implementation of LPS (replacement for Dols)
  • Best Interest – Advance Directives - Barnsley Hospitals NHS Foundation Trust v MSP [2020] EWCOP 26
  • Capacity – Sexual Relations and understanding of consent - A Local Authority v JB [2020] EWCA Civ 735
  • Mental Capacity – Deputyship - Cumbria CC v A [2020] EWCOP 38


  • HM Land Registry to accept electronic signatures

Watch a two minute preview of the webinar


Members:  £115.00

Non members:  £159.00

Sole practitioner:  £80.00

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