Private Client Update January 2020

Recorded on: 30/01/2020


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.

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



  • SI 2020/33 – increase in fixed net sum (statutory legacy) to £270,000 from 6 February 2020


  • Dispute between daughters over mother remains – Jakimaviciute v HM Coroner & Stanevience


  • 5AMLD came into force on 10 January 2020
  • Update to HMRC’s International Exchange of Information Manual


  • Valuation of land with conditional planning permission for IHT – Estate of Thomas v HMRC [2020] UKUT 6
  • Budget – 11 March 2020 – thoughts on what it might contain
  • Extension of IHT exemption to siblings – Inheritance Tax Act 1984 (Amendment) (Siblings) Bill

Elderly & vulnerable

  • Court of Protection mediation pilot involving the protected person
  • DoLs statistics
  • Challenge to a care assessment under the Care Act 2014 – Marcin Antoniak v Westminster City Council [2019] EWHC 3465
  • Jurisdiction to hear case on removal of P from Spain – TD & BS v KD & QD [2019] EWCOP 56
  • Judicial review of refusal of NHS Continuing Care funding – David Gossip v NHS Surrey Downs CCG [2019] EWHC 3411


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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