Recent Features and Opinion
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FeatureHow an investigator can support with contentious probate
Tony Imossi, of Law Society partner ABI, explains the benefit of using a professional investigator when dealing with a contentious will or trust
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FeaturePutting clients first
Asset protection trusts have been in the news recently and not always for good reason. Tom Morrish comments
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FeatureIn good company?
Kayleigh Brown provides an update on the requirements under the Economic Crime Act to register overseas entities, and how it relates to registration of trusts
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FeatureInvesting in the role
Law Society partner SIFA Professional review the practical aspects of deciding on an investment strategy as a trustee and the role that specialist financial advisers can play in ensuring these decisions are both legal and effective
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FeatureBack to Basics: Trusts buying properties
Katy Withers and Erin Abul examine the growing trend of trusts acquiring property, and the advantages and disadvantages that this brings
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FeatureNo picnic in the park
Ryan Taylor looks at Hudson v Hathway and the question of whether detrimental reliance is necessary in a claim asserting a common intention constructive trust
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FeatureActing the part
Roman Kubiak and Meg Edwards investigate the often contentious issue of trustee remuneration, with reference to the latest case law
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FeatureRead all about it
Lesley King gave conference attendees a round-up of recent developments in the private client sector including the Trust Register, naming beneficiaries in wills and key cases relating to trusts
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FeatureBack to Basics: Power reserved executors
Helen Stewart explains what you need to know about power reserved executors
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FeatureAnswer me this…
Following a recent popular Section webinar on the Trust Registration Service, Adrian Moss and James Amico answer member questions about the new requirements
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FeatureTaking the register
Christopher Salomons looks at the latest position of the Trust Registration Service – what trusts to register, what must be reported, and when by
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FeatureTaxing pensions
Sarah Astley revisits spousal bypass trusts. They may have fallen out of favour, but she explains they are still relevant in today’s world of pension freedoms and a useful tax planning tool
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FeatureExit signs
Leaving the EU has had, and continues to have, a significant impact on the legal world. But what is its specific impact in relation to private client legal work, and what changes may still be to come? Angharad Lynn investigates
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FeatureClash of the trustees - removing a trustee with competing interests
Roman Kubiak discusses the January 2021 decision of HHJ David Cooke in Manton v Manton, in which he removed a trustee of a family trust for breach of the “conflict rule”.
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FeatureRectification of post-death variations: check and re-check
Lesley King addresses a recent judgment involving a successful claim for a rectification of a deed of variation, which emphasises the importance of good communication between professionals.
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FeatureTrust the process
Kirsten Franklin presents a back-to-basics guide on running trusts, and the compliance aspects to be aware of
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FeatureTrust issues: witnessing wills and changes to the Trusts Register
Lesley King considers the recent changes to the Trusts Register and a legislation update, validating wills made via videoconference since 31 January 2020.
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