Private Client Update February 2020

Recorded on: 28/02/2020


Aim

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 January 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

Agenda

Wills

  • Rectification – Kelly v Brennan [2020] EWHC 245

Probate

  • Probate registry update
  • Reasonable financial provision – Thakare v Bhusate [2020] EWHC 52

Trusts

  • 5AMLD and TRS technical consultation
  • STEP Guidance for trusts and estates on GDPR
  • New DAC 6 reporting requirements
  • Trustees’ indemnity costs – Price v Saundry [2019] EWCA 2261
  • Professional negligence re property settled in trust – Gosden v Halliwell Landau [2020] EWCA 42

Tax

  • Change of chancellor – change of tack?
  • All Party Parliament Group on intergenerational fairness – reform of IHT
  • New digital service for payment of CGT on property sales in development
  • HMRC trusts and estates newsletter – January 2020
  • Double trust home loan scheme –(1) Shelford & Others (2) Trustee of Herbert Life Interest Trust v HMRC [2020] UKFTT 53

Elderly Client

  • E-filing mandatory for professional deputies
  • National Will Register – Certainty Will search portal for statutory will purposes
  • Estrangement and best interests – A Local Authority v PS & HS [2019] EWCOP 60
  • Fluctuating capacity – Cheshire West & Chester Council v PWK [2019] EWCOP 57
  • OPG investigations and costs – The PG v DJN [2019] EWCOP 62

Price


Non members:  £159.00

Members:  £115.00

Sole practitioner:  £80.00

All prices ex-VAT

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01904 635 444 webinars@legalfutures.co.uk
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