Private Client Update May 2020

Recorded on: 29/05/2020

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 May 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


  • Nothing to report this month.


  • Probate Registry update
  • Warrant for elusive executor – Frejek v Frejek [2020] EWHC 1181
  • Forfeiture rule waivedAmos v Mancini [2020] EWHC 1063
  • Company in limbo on death of sole director & sole shareholder  – Williams v Russell Price Farm Services [2020] EWHC 1088


  • Updating of trusts already registered on TRS now available
  • Private individuals acting as trustee exempt from registering under GDPR
  • Recission declined in CGT mitigation scheme – Mackay v Wesley [2020] EWHC 1215
  • Variation of perpetuity period – Swan v Gibbs [2020] EWHC 1226


  • Forms IHT 421s
  • IHT mitigation scheme – abusive under GAAR
  • EU Commission postpones DAC6 reporting rules

Elderly and vulnerable

  • Alex Ruck Keen’s Guidance Note on social distancing and capacity
  • Best interests – withdrawal of treatment – A Clinical Commissioning Group v AF [2020] EWCOP 16
  • Best interests order – terminal cancer, care home, Covid 19 crisis – VE v AO & Ors [2020] EWCOP 23


Watch a two minute preview of the webinar


Non members:  £159.00

Sole practitioner:  £80.00

Members:  £115.00

All prices ex-VAT

Save £££s with membership and pre-paid bundle credits

Have a bundle?

Contact us directly to book using
your pre-paid bundle credit.

01904 635 444
Loading animation