Private Client Update March 2020

Recorded on: 31/03/2020


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 February 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



  • Will signing in a time of corona virus
  • Failure of trust in Will – Jeffreys v Scruton [2020] EWHC 536
  • Instructions scrawled on a McDonald’s napkin – Canada


  • Proprietary estoppel – Horsford v Horsford [2020] EWHC 584; Guest v Guest [2020] EWCA 387
  • Trusts of land – valuation of farmland – under option – Kingsley v Kingsley [2020] EWCA 297
  • Missing persons – presumption of death – Irish Re Presumption of Death Act 2013 [2020] EWHC 456


  • Technical consultation on 5AMLD and TRS and burden on trustees
  • Budget – no change in tax rates for trusts
  • Taylor Wessing must hand over documents in trust dispute


  • The budget
  • Finance Bill published 19 March 2020
  • Reminder to report CGT disposals online post 6 April 2020 – HMRC Trusts & Estates Newsletter January 2020

Elderly and vulnerable

  • First all Skype trial at Court of Protection
  • Electronic signatures accepted on CoP3 reports
  • Guidance on judicial visits to P during coronavirus
  • Court approval needed to start CoP Litigation – ACC & Others [2020] EWCOP 9


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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