Master the nuances of estate administration with our expert guidance. Efficiently handling the distribution of assets and addressing the intricacies of wills, intestacy rules, and inheritance tax demands specialist advice. Here, you’ll find comprehensive resources and up-to-date knowledge to ensure a seamless probate process, catering to all aspects of your client's needs.
The Chartered Institute of Taxation (CIOT) has flagged an issue with HMRC's Trust Registration Service (TRS) affecting practitioners attempting to...
This week’s edition of Private Client highlights includes: (1) Midlothian Council v DM (by his ALR, Helen Smith), in which the Court of Protection...
Law360, London: A senior barrister accused of evading almost £2 million in tax was motivated by a 'sense of intellectual superiority' and sought to...
The Department for Culture, Media and Sport (DCMS) and the Charity Commission have published a framework document setting out the governance,...
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...
Removal, renunciation and retirement of personal representativesThe rights of an executor may come to an end due to their own actions or those of the court.The rights of a person appointed as executor by a testator’s Will cease if they:•die without having taken out a grant of probate•fail to appear
If a grant of probate is limited until the original Will or a more authentic copy be proved and is for the use and benefit of a person, limited until further representation, can a purchaser rely on a transfer executed by the executor named in the grant?A grant of probate granted under the
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 process for amending a Grant of Probate in England and Wales, specifically the gross and net values of the estate?As explained in commentary: Amendment of grant: Tristram and Coote's probate Practice [16.01], it may be necessary to amend a grant for various reasons, for example:•an error
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