Practice notes

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Practice notes
There are a number of reasons why a gift may fail, including where a gift has lapsed. For further guidance on the various reasons for the failure of a...
23rd Nov
Practice notes
Usually, the draftsperson will have met the client to take instructions and will have obtained all the relevant information regarding their...
23rd Nov
Practice notes
When the Will is drafted, it is important to consider as many eventualities as possible, to ensure that the gifts made in the Will can take effect as...
20th Nov
Practice notes
CORONAVIRUS (COVID-19): For guidance on the difficulties and practicalities of taking instructions during the coronavirus (COVID-19) pandemic, see...
20th Nov
Practice notes
Foreign estatesPersonal representatives (PRs) will come across foreign estates in the context of foreign located assets, foreign-located deceased (in...
19th Nov
Practice notes
The Will drafting part of the WIQS Protocol sets out, in effect, a blueprint for the conducting of a Will drafting transaction. It does not tell the...
19th Nov
Practice notes
Hotchpot clauses in Wills can be useful in equalising benefits between beneficiaries.The hotchpot rule is also applied in cases of partial intestacy...
18th Nov
Practice notes
HMRC's online Trust Registration Service (TRS) was designed to implement the Money Laundering, Terrorist Financing and Transfer of Funds (Information...
18th Nov
Practice notes
The transfer of value on death is one transfer affecting the whole estate. Where there are no contrary provisions in the deceased’s Will, the general...
18th Nov
Practice notes
STOP PRESS: A new form (PA8A) must be used to apply to enter a caveat (from 18 May 2020). See: News Analysis: New probate application process for...
18th Nov
Practice notes
The legal costs position in probate claims is often misunderstood.This Practice Note looks at:•the costs in probate proceedings relating to the...
Produced in partnership with Adam Draper of Shoosmiths 16th Nov
Practice notes
Registration of Births, Deaths, Marriages and Civil Partnerships (Fees) Regu...
16th Nov
Practice notes
Testators have freedom to dispose of their estates as they wish, subject to the formal requirements for making a Will, the requirements of...
13th Nov
Practice notes
STOP PRESS: With effect from 2 November 2020, the Non-Contentious Probate Rules 1987, SI 1987/2024 (NCPR 1987) are amended by the Non-Contentious...
Produced in partnership with Mark Lindley of Boodle Hatfield LLP 13th Nov
Practice notes
STOP PRESS: With effect from 2 November 2020, the Non-Contentious Probate Rules 1987, SI 1987/2024 (NCPR 1987) are amended by the Non-Contentious...
12th Nov
Practice notes
STOP PRESS: With effect from 2 November 2020, the Non-Contentious Probate Rules 1987, SI 1987/2024 (NCPR 1987) are amended by the Non-Contentious...
Produced in partnership with Jonathan Edwards of Radcliffe Chambers 12th Nov
Practice notes
STOP PRESS: With effect from 2 November 2020, the Non-Contentious Probate Rules 1987, SI 1987/2024 (NCPR 1987) are amended by the Non-Contentious...
12th Nov
Practice notes
Claims for reasonable financial provision from an estate pursuant to the Inheritance (Provision for Family and Dependants) Act 1975 (I(PFD)A 1975)...
Produced in partnership with Edward Hewitt of 5 Stone Buildings 12th Nov
Practice notes
STOP PRESS: With effect from 2 November 2020, the Non-Contentious Probate Rules 1987, SI 1987/2024 (NCPR 1987) are amended by the Non-Contentious...
12th Nov
Practice notes
BREXIT — end of the implementation period: This Practice Note contains references to EU derived domestic legislation (preserved legislation). As of...
Produced in partnership with Katya Vagner of PwC 12th Nov

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