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Precedents
This partial deed of revocation is made on [date] by [donor] of [address].1I granted a Lasting Power of Attorney for [Financial Decisions/Health and...
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19th May
Precedents
This Deed OF REVOCATION is made on [date] by me [name of donor] of [address of donor].This Deed provides:1Revocation...
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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
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
Creation of trusts—blind trustsWhat is a blind trust?A blind trust is a trust that is aimed at preventing conflicts of interest arising. Usually, the...
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Produced in partnership with Michael O’Sullivan of 5 Stone Buildings 19th May
Practice notes
The Cy-près doctrineFORTHCOMING CHANGE: On 22 March 2021, the government published its response  to the Law Commission’s report of 14 September 2017,...
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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
Q&As
Can a life tenant in a Will bring a life interest to an end by choosing to end it themselves or does it only expire on death?Life tenantsA life...
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Produced in partnership with Lynne Counsell of 9 Stone Buildings 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
Termination of trusts—methods of terminationDuration of a trustThe duration of an express trust is subject to the restrictions imposed by the rules...
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19th May
Practice notes
Costs and expenses in the Court of ProtectionThere are court fees and disbursements which will be payable by all applicants on making a new...
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19th May
Practice notes
Acceptance in Lieu scheme and other heritage property reliefsSTOP PRESS: HMRC has updated its guidance on calculating the special price in Acceptance...
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19th May
Practice notes
Trustees—self-dealing, unauthorised profits and conflicts of interestThe self-dealing ruleThe self-dealing rule is connected to, but distinct from,...
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19th May
Practice notes
Offshore trusts—offshore income gains (OIGs)Offshore income gains (OIGs) are gains realised on the disposal of interests in offshore funds which are...
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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

Most recent Personal representatives content

Q&As
Where a firm is requested by an executor to hand over files relating to their testator, do they have to comply where those files contain advice and...
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1st Aug
Q&As
Do you have a precedent for a Will to state that only the executors who prove the Will can be trustees of the Will trust?The wording that you are...
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1st Aug
Q&As
Does an undertaking given by a party within a consent order bind the estate of that party if they die?The SRA Handbook defines an undertaking as'a...
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Produced in partnership with Adam Draper of Irwin Mitchell LLP 1st Aug
Q&As
Where replacement executors need to apply for a grant in place of the executor who initially obtained a grant of probate and has since lost capacity,...
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1st Aug
Q&As
What duties are owed by an executor in relation to an unoccupied residential property left to a specified beneficiary? Must the executor carry out...
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1st Aug
Q&As
Do the executors of a will have to provide a copy of the will to a beneficiary (a minor who asks for it through their parent) prior to the grant of...
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1st Aug
Q&As
Can beneficiaries of a Will force a professional executor appointed under the Will to step down?Do the beneficiaries of a Will have any power to force...
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1st Aug
Q&As
What are the implications of appointing non-UK resident and non-UK domiciled executors of an English Will dealing with UK assets? The two potential...
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1st Aug
Q&As
Is there insurance that executors can take out to protect themselves from any future personal liability on making final distributions?A particular...
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1st Aug
Q&As
What will land registry require to enable a charge to be released when an individual lender was about to sign a form DS1 but passes away before...
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1st Aug
Q&As
What options are available to deal with money held on client account in relation to a deceased individual's Will trust and no grant of probate has yet...
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31st Jul
Q&As
Do you have to pay a fee to lodge a renunciation of executorship of a Will with the probate registry?See Practice Note: Removal, renunciation and...
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31st Jul
Q&As
Where a property is held by a deceased with another as a tenant in common, is a grant to their estate necessary for a sale? Is the situation different...
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31st Jul
Q&As
When a grant of probate has been issued to two executors and one subsequently loses mental capacity, is the grant still valid?In the above scenario,...
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31st Jul
Q&As
If a person is appointed as both executor and trustee but has power as executor reserved in the grant, would they need to retire as trustee from an...
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31st Jul
Q&As
Where an executor signs a supplemental agreement to an option agreement, prior to obtaining the grant of probate, is that supplemental agreement...
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31st Jul

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