Recent Estate Administration – Page 3

Analysis

Be reasonable: estate admin fees and financial provision for cohabitants

2018-04-12T16:18:00Z

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.

Feature

Back to Basics: Annual tax compliance in probate cases

2017-11-07T11:26:00Z

Simon Leney and Jane Hodge look at final lifetime income and capital gains tax returns and estate returns

Feature

Don't get in the red

2017-11-07T11:25:00Z

Richard Dew explains the complexities of administrating insolvent estates

Feature

Do it yourself

2017-08-08T00:00:00Z

Ian Bond provides an update on the Ministry of Justice’s plans for digitising applications for grants of representation

Feature

Managing a missing person's financial affairs

2017-06-09T09:19:00Z

The Guardianship (Missing Persons) Act 2017 Act received royal assent in April, establishing a new legal mechanism to deal with the property and financial affairs of a missing person. Lesley King looks in greater depth at the provisions within the act.

Feature

New habits

2016-11-15T16:37:00Z

Philip Giles explains how private client, property and family departments can best work together when advising co-habitees

Feature

Screen savers

2016-11-15T00:00:00Z

In an ever-changing digital world, it is becoming increasingly important to make arrangements for the future protection of digital assets, including online accounts. Nick Wenban-Smith provides a practical guide

News

Variation on a theme

2016-09-07T12:01:00Z

Lesley King rounds up the latest developments in the world of private client, including an application under the Variation of Trusts Act, and a will in favour of a long-term carer being overturned by disappointed relatives.

Feature

Using mediation to resolve private client disputes

2016-06-07T10:01:00Z

Leading commercial mediator Andrew Hildebrand explains how mediation can be used effectively to manage private client disputes

Feature

The line of duty

2016-05-19T16:20:00Z

The new higher stamp duty land tax rate for additional properties came into effect on 1 April 2016. Nigel Popplewell outlines how the changes apply to purchasers, including companies, trustees, and those with existing inherited property

Analysis

The biggest contentious probate cases of 2016 so far

2016-04-08T12:38:00Z

Roman Kubiak, partner at Hugh James, takes a look at some of the most notable cases in the contentious trusts and probate field over the last few months.

Analysis

Costs of trust litigation: Blades v Isaac & Alexander

2016-04-08T10:02:00Z

Lesley King discusses Blades v Isaac & Alexander [2016] EWHC 601 (Ch), which raises some some interesting points on the role of executors and trustees of discretionary trusts.

Feature

Variation on a theme

2016-03-23T14:59:00Z

If a will is not fit for purpose or the estate could have been disposed of more efficiently from a tax point of view, all is not lost. It is possible to vary the disposition of an estate. Georgia Bedworth explains

Feature

Back to Basics: Managing stocks and shares as part of an estate

2016-03-22T13:17:00Z

Practitioners face a number of issues when dealing with an estate that contains portfolios of stocks and shares. It’s important to have a good understanding of how you can help clients plan before death, and deal with shares as part of the administration of an estate after death. Christopher Ekisson ...

Feature

Line of duty

2016-03-22T00:00:00Z

Charles Holbech discusses some recent cases that provide useful guidance on the scope of trustees’ duties

Feature

Casing the joints

2016-03-16T14:47:00Z

Julia Hardy and Fiona Lawrence explain the issues around joint bank accounts after one of the account-holders dies

Feature

Capital thinking

2016-01-27T16:02:00Z

Tax changes applying since April 2014 have created new opportunities and pitfalls for those buying and selling commercial property. Ray Chidell and Jake Iles explain

Feature

Home free

2016-01-21T16:42:00Z

A new residence nil-rate band will be phased in from 6 April 2017 when a residence is passed on death to a direct descendant. Lesley King explains the implications.

Feature

Back to basics: Trusts of land

2015-11-26T11:41:00Z

Andrew Skelly discusses the law relating to trusts of land, the Trusts of Land and Appointment of Trustees Act 1996, and the implications of the recent case of Bagum v Hafiz and Hai on the court’s powers to order sale of land from one joint owner to another.

Feature

Freedom come?

2015-11-26T11:12:00Z

Succession planning where other European countries are involved is rarely straightforward. Alberto Perez Cedillo explains how the Brussels IV Regulation, now in force, aims to simplify matters, and outlines its key provisions.