Acquire crucial knowledge to confidently navigate the complex fields of pensions, insurance, and tax-efficient investments. Equip yourself with the latest regulatory updates, sophisticated planning tools, and risk management strategies to ensure clients have robust retirement plans. Provide expert advice on insurance law, focussing on comprehensive coverage, effective policies, and precise claims management tailored to individual needs. Additionally, master tax-efficient investment strategies to maximise client returns while minimising tax liabilities, staying updated on evolving tax legislation, and employing advanced wealth preservation tactics for unrivaled financial security.
Private Client analysis: The High Court held that an adult daughter was entitled to reasonable financial provision under the Inheritance (Provision...
This week’s edition of Private Client highlights includes: (1) analysis of Townsend v Epsom, an important decision concerning the Mental Capacity Act...
This Q&A looks at whether the trusteeship of a will trust vests in the personal representatives under section 18(2) of the Trustee Act 1925 where the...
Tax analysis: In Gwyn-Jones v HMRC, the Upper Tribunal (UT) dismissed the taxpayer’s appeal against a decision of the First-Tier Tax Tribunal (FTT)...
Nature and classification of trusts—the three certaintiesCertaintyIn order for a settlor to create a private express trust the three certainties must...
ProtectorsWhat is a protector?A protector is a person who holds powers under a trust but who is not a trustee. A protector is a person who is...
Preparing the application form PA1P/PA1A for probate or letters of administrationFORTHCOMING CHANGE: The postal application forms PA1P and PA1A for...
Administration actions—personal representatives and the deceased's liabilitiesAn individual may assume obligations, for example in respect of...
If a beneficiary signs a deed of disclaimer of their share of an estate and the estate pays their legal fees, will that count as a PET against their estate?A disclaimer is the refusal of a gift prior to acceptance. The refusal of the gift must take place before the beneficiary accepts any benefit
Strike out—making an application to strike out a statement of caseA strike out order can be made either following an application by the parties or on the court's own initiative. This Practice Note deals with the scenario of the order being made following a party's application.Making an application
Can shares in a limited company that have not been paid-up at all be cancelled?A limited company having a share capital may not alter that share capital, except in the ways listed in section 617 of the Companies Act 2006 (CA 2006). Shares in a company cannot simply be cancelled without following an
Glossary—Latin legal termsDespite attempts in recent years to simplify the language used in legal cases, there are still a number of Latin phrases commonly used in personal injury claims. The following Latin phrases are listed in alphabetical order:Latin
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