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



  • 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 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


  • 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


  • 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

Watch a two minute preview of the webinar


Sole practitioner:  £80.00

Members:  £115.00

Non members:  £159.00

All prices ex-VAT

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01904 635 444
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