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Searching Content indexed under Family and Matrimonial by Hewitsons LLP ordered by Published Date Descending.
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1
Court Of Appeal Considers Effectiveness Of Standstill Agreements In Claims Under The Inheritance Act 1975
The recent case of Cowan v Foreman considers the effectiveness of standstill agreements (agreements between the lawyers to defer the claim until after the legal deadline) in claims under the Inheritance Act 1975.
UK
5 Sep 2019
2
Protecting The Vulnerable From Fraud
Two new reports on different aspects of financial vulnerability have recently been released.
UK
5 Sep 2019
3
Parents Seek To Reverse Property Purchase That Triggered IHT
The High Court is attempting to disentangle a complex family trust case. In Rogge v Rogge wealthy parents put millions into a trust for their young son who became severely disabled as a result of a Polo accident.
UK
5 Sep 2019
4
Deputy Can Make Gifts Out Of Protected Person's Surplus Income And Estate
F was appointed as Deputy for his brother, M, who had become mentally incapable. M, has an estate of over £17 million, and investment income of £123,000 a year.
UK
5 Sep 2019
5
HMRC Investigates A Quarter Of All Taxable Estates
HMRC opened investigations into almost one in four of the 22,000 estates on which IHT was due in the 2018-2019 tax year, according to a freedom of information request submitted by wealth advisors Quilter.
UK
5 Sep 2019
6
Change To Wills Notification Service Leaves Charities Feeling Frustrated
The HM Courts & Tribunals Service announced they are changing its system for alerting charities when money has been left to them in someone's Will.
UK
9 Aug 2019
7
Cohabitation Agreement
I own my home and my partner is soon to move in with me. A friend suggested a cohabitation agreement. Do you think that's really necessary? What are the benefits?
UK
30 Jul 2019
8
Lasting Powers Of Attorney And Executors
The court recently held that an appointed executor under the Will who had lost mental capacity, can be replaced by her Attorney.
UK
25 Jun 2019
9
Unusual Legacy To Mourners
An unusual request highlights the importance of obtaining professional advice when drafting Wills. The gentleman concerned is not our client and is still alive.
UK
25 Jun 2019
10
Revocation Of A Will May Be Ineffective Where A New Will Is Not Drafted
A recent High Court decision highlights the importance of creating a new Will, where the testator's intentions have changed
UK
25 Jun 2019
11
Private Wealth Legal Update February 2019
The price of obtaining a death certificate in England and Wales will nearly triple from 16 February 2019.
UK
21 May 2019
12
Will And Estate Disputes Update - December 2018
In the case of South Downs Trustees Limited –v- GH, the High Court has recently considered an application under section 57(1) of the Trustee Act 1925.
UK
15 Jan 2019
13
Private Wealth Legal Update November 2018
The Scottish Government has agreed reforms to the succession rules, following the 2015 public consultation.
UK
10 Dec 2018
14
Warning: Only Trust Regulated Firms With Your Life Savings!
Universal Wealth Preservation (Universal) was an unregulated company that set up trusts, handled investment and produced Wills – often appointing themselves as executors and trustees.
UK
16 Nov 2018
15
Jersey Residents Can Now Create Lasting Powers Of Attorney
The Capacity and Self Determination (Jersey) Law 2016 which came into effect on 1 October 2018 introduced the concept of Lasting Powers of Attorney (LPA) into Jersey law.
UK
16 Nov 2018
16
Transferring Foreign Assets
Many individuals hold bank accounts in different jurisdictions like England, Jersey, Singapore and Dubai.
UK
16 Nov 2018
17
Avoid Intestacy, Make A Will!
The High Court has rejected a claim by Mrs Bhusate, that she is the sole beneficial owner of a London house occupied with the deceased until his death in 1990.
UK
19 Oct 2018
18
Records Of Assets In Partnerships Are Crucial
In a recent farming dispute case, the court held that a £1.65m farm and bungalow were to be included in the deceased's estate ...
UK
19 Oct 2018
19
DOTAS Reporting Of Discount Gift And Loan Trust
The Disclosure of Tax Avoidance Schemes (DOTAS) regulations introduced in April 2018 creates uncertainty ...
UK
19 Oct 2018
20
Tax Mitigation Through Gifting Under An LPA May Be In The Donor's Best Interest
The donor, now aged 72, suffers from dementia and needs full time care. She lives in a care home which is privately paid for and is agreed by all parties to lack capacity to make decisions about making gifts.
UK
16 Oct 2018
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