Private Client Update December 2019

Recorded on: 07/01/2020


The aim of these regular webinars 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 November 2019.

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



  • Right to live in house and IHT – Margaret Vincent v HMRC [2019] UKFTT 657


  • Probate registry update – modernisation of face-to-face service
  • Banking – account name checking on transfers to beneficiaries
  • Ex-cohabitant not entitled to payment for giving vacant possession – Kahrmann v Harrison-Morgan [2019] EWCA 2094


  • GDPR and trusts – STEP guidance
  • TRS and 5AMLD


  • HMRC update on processing IHT 400
  • CGT PPR relief – Simpson v HMRC [2019] UKFTT 704
  • Entrepreneur’s Relief – denied on sale of let put premises – Reneaux & Reneaux-Smith v HMRC [2019] UKFTT 666

Elderly & vulnerable

  • Online applications for deputyship fee refunds – OPG
  • National Mental Capacity Forum – move to Social Care Institute for Excellence website
  • Ethical care – a bold reform agenda for adult social care – Institute for Public Policy Research
  • Deprivation of liberty and the role of the LA – DL v LB of Enfield [2019] EWCOP B1; LB of Barnet v JDO & others [2019] EWCOP 47
  • Capacity and the inherent jurisdiction – LB of Croydon v CD [2019] EWHC 2943
  • Capacity and refusal of treatment for diabetes – The Hospital v JJ [2019] EWCOP 41


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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