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Precedents
This Deed of Appointment is made on [date] by [trustee] of [address] and [trustee] of [address] (the Trustees).Background(A)This Deed is supplemental...
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19th May
Practice notes
Trustees—dutiesNature of dutiesThe difference between a duty and a power is:•the performance of a duty is obligatory•powers are to a greater or lesser...
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19th May
Practice notes
IHT—quick succession reliefQuick succession relief (QSR), which is not to be confused with taper relief, applies to a transfer of value which attracts...
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Produced in partnership with Katya Vagner of PwC 19th May
Practice notes
Trustees—appointment of trusteesOriginal trusteesTrustees will usually be appointed by the instrument that brings the trust into existence. The trust...
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19th May
Practice notes
What is an offshore trust?A trust is formed either by lifetime gift or on death when a person (the settlor) transfers assets to another person or...
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Produced in partnership with Mourant Ozannes and Carey Olsen 19th May
Practice notes
Taxation of age 18–25 trusts—IHTThe special category of age 18–25 trusts was introduced by Finance Act 2006 (FA 2006) to offer some compensation for...
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Produced in partnership with Paul Davies of Clarke Willmott 19th May
Practice notes
Creation of trusts—beneficiariesWho may be beneficiariesEvery person who would be capable of owning property if of full age and sound mind may be a...
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19th May
Practice notes
CGT—reliefsFORTHCOMING CHANGE: On 14 July 2020, the Office of Tax Simplification (OTS) published its online survey and a call for evidence to seek...
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19th May
Practice notes
Trustees—statutory powers of trusteesSource and availabilitySourcesTrustees have certain powers conferred on them by statute, in particular by the...
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19th May
Practice notes
Trustees—removal of trusteesA trustee may be removed against their will in any of the following ways:•under an express power in the trust...
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19th May
Q&As
At what stage and to whom can a Deed of Appropriation take place when selling a second property in an estate?We assume you refer to the situation when...
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19th May
Practice notes
Relief for income tax lossesReliefs entitle taxpayers to reduce the amount of income tax payable. When calculating liability to income tax, a taxpayer...
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19th May
Practice notes
Assessment for residential accommodationCoronavirus (COVID-19): The content of this Practice Note is temporarily affected by the coronavirus...
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19th May
Practice notes
Capacity to litigateOn the face of it, there would appear to be no specific impediment, if there is no reason to suppose that a person is without...
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19th May
Practice notes
Trust disputes—court jurisdiction and procedureTrust litigation has been classified as being of three types:•a dispute as to the trusts on which...
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19th May
Practice notes
Beneficial ownership registers—private clients and trustsCORONAVIRUS (COVID-19): Certain aspects of the PSC regime are affected by temporary measures...
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19th May

Most recent Community and residential care content

Q&As
How can we appeal to appeal a decision of a local authority to move a client under the court of protection, who has fallen below the funding...
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1st Aug
Q&As
Can an elderly client give their property to their children to limit the amount of nursing home fees they will need to pay if that becomes necessary...
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1st Aug
Q&As
Where a property is occupied by a daughter/deputy and the mother is in residential care, can the daughter/deputy use the mother’s assets to maintain...
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1st Aug
Q&As
Could a claim for repayment of care fees be barred, eg. under the Limitation Act 1980 or otherwise?The liability to pay care fees is often a source of...
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Produced in partnership with Chris Bryden of 4 King’s Bench Walk 1st Aug
Q&As
What is the relationship between section 47 of the National Health Service and Community Care Act 1990 and section 9 of the Care Act 2014 and which...
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1st Aug
Practice notes
Coronavirus (COVID-19)—Care and Support Needs AssessmentsCommunity care assessments are conducted by the local authority (LA) where someone aged 18...
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Produced in partnership with Craig Ward MSc BA(Hons) MBPsS CertCouns of Craybeck Law 31st Jul
Practice notes
Nursing and residential care contractsWhen entering a care home, the future relationship between the new resident and the administrators of the home...
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31st Jul
Practice notes
Care funding optionsNote: This Practice Note must be read in the light of the implementation of the Care Act 2014 on 1 April 2015. Substantial repeals...
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31st Jul
Practice notes
Benefits and means testingThere are a number of benefits that older people can claim that carry a financial eligibility requirement. In practice this...
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31st Jul
Practice notes
Assessment for residential accommodationCoronavirus (COVID-19): The content of this Practice Note is temporarily affected by the coronavirus...
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31st Jul
Practice notes
Eligibility for residential accommodationWhen an assessment concludes that an adult requires residential accommodation they have the choice, depending...
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31st Jul
Practice notes
Care and support needs assessmentsCoronavirus (COVID-19): The content of this Practice Note is temporarily affected by the coronavirus (COVID-19)...
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Produced in partnership with Craig Ward MSc BA(Hons) MBPsS CertCouns of Craybeck Law 31st Jul

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