You’re probably heartily sick of hearing about the GDPR, but it is undeniably relevant to trustees and personal representatives (PRs). Lesley King takes a closer look at some of the implications for private client practitioners.
This month Roman Kubiak looks at an appeal where a will was upheld despite lacking witness signatures and a case where an attorney has been ordered to account for unauthorised payments from their father’s estate.
This month, Roman Kubiak looks at a case where beneficiaries of an estate challenged the reasonableness of fees incurred by executors in instructing two different firms, and a recent claim by an elderly cohabitee for reasonable financial provision who was awarded an outright transfer of property and capital lump sum.
Lesley King discusses the conditions which need to be met for notifiable arrangements.
Lesley King dissects new regulations on ISAs and the disclosure of tax avoidance schemes.
This month, Roman Kubiak analyses Burnden Holdings v Fielding, Nield-Moir v Freeman and James v James.
This month Roman Kubiak analyses two cases upholding well publicised first instance contentious probate decisions.
Lesley King discusses section 33 of the Wills Act 1837.
Roman Kubiak discusses the plight of mutual wills and will disputes following family rifts.
Despite the extra funding pledged in the Spring Budget, social care was conspicuously absent from Philip Hammond’s speech on Wednesday, writes Spencer Gardner.