Private Client Update November 2019

Recorded on: 29/11/2019


Aim

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 October 2019.

Learning Outcomes

By following 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

  • Lloyds Banks – discovery of 9,000 ‘lost’ wills

Probate

  • HMC&TS update
  • Missing person – Presumed Death of AB [2019] EWHC 2785

Trusts

  • TRS update
  • Meaning of charitable trust – Routier v HMRC [2019] UKSC 43

Tax

  • Miscellaneous – e.g. no budget
  • IHT APR on farmhouse – Charnley v HMRC [2019] UKFTT 622
  • CGT – ownership of residential property for PPR relief – Higgins v HMRC [2019] EWCA 1860

Elderly & vulnerable

  • SRA’s guidance on representing those who lack mental capacity
  • Resolution Foundation report: Ageing, fast and slow
  • Withholding knowledge of application from P – DXW v PXL [2019] EWHC 2579
  • Paternity testing on dementia patient – Bagguley v E [2019] EWCOP 49
  • Mental capacity to marry – Mundell v Name 1 [2019] EWCOP 50
  • Various applications concerning foreign representative powers [2019] EWCOP 52

Price


Non members:  £159.00

Members:  £115.00

Sole practitioner:  £80.00

All prices ex-VAT

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01904 635 444 webinars@legalfutures.co.uk
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