Private Client Update April 2020

Recorded on: 05/05/2020


The aim of these monthly webinars is to provide the busy practitioner with a round-up of new developments in wills, probate, trusts, tax and elderly client matters. This webinar focuses on developments during March 2020.

Learning Outcomes

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



  • Relaxation of will signing requirements – New Zealand and Jersey contrast England and Wales
  • Testamentary capacity and the ‘golden rule’ – Re Templeman decd [2020] EWHC 632


  • Probate registry – New application forms for grants and electronic signatures
  • Statutory instrument on use of statements of truth


  • Postponement of extension of 5AMLD to trusts?
  • Trust investments – thoughts on falling markets
  • Self-dealing rule – Caldicott v Richards [2020] EWHC 767


  • Deadlines and dates
  • What the ‘digital handshake’ means for clients
  • Developments at HMRC Inheritance Tax to meet the Covid-19 problems

Elderly & Vulnerable

  • Coronavirus Act 2020
  • DHSC emergency guidance on the MCA 2005 and DoLs
  • Care homes and contact – BP v Surrey County Council [2020] EWCOP 17
  • Semantic and episodic memory – A Local Authority in Yorkshire v SF [2020] EWCOP 15


Non members:  £159.00

Members:  £115.00

Sole practitioner:  £80.00

All prices ex-VAT

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01904 635 444
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