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This week’s edition of Private Client highlights includes: (1) analysis of the government’s Tax Update 2026 announced on 23 June 2026, which contains...
This Q&A refers to a situation where a grant ad colligenda bona has been issued and addresses whether the subsequent application for a full grant must...
Private Client analysis: on 23 June 2026, the government announced a package of tax and customs measures aimed at simplifying and modernising the tax...
Private Client analysis: Anticipatory declarations are a mechanism by which the Court of Protection can give care providers the legal authority to...
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...
The chain of representationWhat is the chain of representation?When an executor takes out a grant of probate in a testator’s estate, they become an executor not just of that testator’s Will but also of any Will of any other individual of which the testator was sole or sole surviving proving
When lodging a claim to propound a Will in solemn form, should the statement as to testamentary documents specifically refer to earlier Wills which predate a marriage (even though revoked on the marriage) and should the whole Will file be annexed to the statement or just the Will itself?Grant of
What is the definition of ‘intermeddling’ in an estate? Can an executor make a claim against the estate for either proprietary estoppel or under the Inheritance (Provision for Family and Dependants) Act 1975 without renouncing their executorship? Can an executor, before the application for the
Does the Probate Registry require the original signed PA15 or will they accept a copy? Alternatively, can a PA15 be signed electronically?HMRC accept a completed form IHT400 from or on behalf of personal representatives which has not been signed, so long as a statement is included to acknowledge
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