Private Client Update June 2020
Recorded on: 01/07/2020
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 focuses on developments during June 2020.
Learning Outcomes:
By taking part in these webinars, 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
- Legal Service Reform – final Independent Review of Legal Services Regulation by Stephen Mayson and what it may mean for Wills
- Delusions – Clitheroe v Bond [2020] EWHC 1185
Probate
- Probate Registry update – Probate – Frequently Asked Questions and Answers; imperative legal representative details are completed if ‘Yes’ box is ticked in box 1.2
- Problems with Banks
- Disclosure by third party to litigation – Gardiner v Tabet [2020] EWHC 1471
- Forfeiture rule – Challen v Challen [2020] EWHC 1330
- Inability to live in or sell father’s caravan – Barr v Exors Colin Hearne [2020] UKUT 114
Trusts
- TRS guidance updated
- Beneficiary gets second chance to challenge trustee for breach of trust – Sofer v Swissindependent Trustees [2020] EWCA 699
- Declaration of trust valid despite execution errors – Bowack v Saxton [2020] EWHC 1049
Tax
- Law Society comments on DAC6
- IHT 400 can be submitted via Dropbox
- Progress of Finance Bill 2019-21
Elderly and Vulnerable
- HMCTS – encourages all professional CoP users to use payment on account
- Duty to investigate deaths of people living under DoLs – R(Maguire) v HM Senior Coroner for Blackpool & Fylde [2020] EWCA 738
- Are the decisions on capacity to decide residence in conflict with capacity to agree to care requirements? – London Borough of Tower Hamlets v A & KF [2020] EWCOP 21
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