Lesley King comments on recent developments in the private client sector, such as the controversial increase in probate fees and new wording for grant applications.
Roman Kubiak considers two contentious probate cases: an attorney’s application to be appointed as substitute personal representative in place of a donor; and a property transfer set aside for presumed undue influence.
Roman Kubiak breaks down the complex case of Bhusate v Patel & Ors  EWHC 2362 (Ch), in which the claimant suffered a heavy defeat after pleading contradictory alternative claims.
Lesley King comments on recent developments including the new transparency rules and guidance on lasting powers of attorney.
Roman Kubiak discusses some more of the headline legal cases from last few months, including the misappropriation of a vulnerable person’s assets.
Despite the summer break, it seems that the contentious trusts and probate world is as busy as ever. Roman Kubiak discusses some of the main cases to hit the legal headlines over the past few months.
August was, as always, comparatively quiet. Lesley King draws out a couple of points worth notice, including registration deadlines and a recent case where two minor children were awarded 11 per cent of their father’s estate.
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.
Lesley King explains how the High Court interpreted a homemade will handwritten by a testator who wasn’t grammatically fluent in English.
Lesley King discusses mutual wills and Legg v Burton v Burton  EWHC 2088 (Ch).
With Inheritance Act claims and will disputes being the order of the day in the first few months of the year, trusts, anonymity and judicial discretion seem to be the flavour of the spring and summer months.