Private Client Update October 2019

Recorded on: 22/10/2019


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 September 2019.

Learning Outcomes

By taking part in these sessions Participants 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

  • Validity of Will – Rea v Rea [2019] EWHC 2434

Probate

  • Probate – fees update and online service open to practitioners October 2019 Removal of executors – Beddoe’s Order – Dhillon v Dhillon [2019] EWHC 2442
  • Executor refused permission to charge fees – Gavriel v Davis [2019] EWHC 2446

Trusts

  • Rectification – ABC & Others v JKL [2019] EWHC 2416

Tax

  • DAC 6 – draft regulations implementing directive in UK
  • Sajid Javid – possible abolition of IHT
  • Valuation – Foster v HMRC [2019] UKUT 251

Elderly client

  • Refunds for those charged excessive deputyship supervision fees
  • Actions over LPAs at record high
  • Valid gifts to third parties – Re Various LPAs [2019] EWCOP 40
  • Violent son excluded from proceedings – Re P [2019] EWCOP 42

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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