Pre-application matters

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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 Pre-application matters content

Practice notes
Will interpretation—evidenceIn the normal course of events a Will sails through the probate process without a hitch but that process can be blocked...
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19th Aug
Q&As
What specific information should be included in the main body of a statutory declaration? And what information should the solicitor provide to the...
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15th Aug
Q&As
What are the various aspects of providing a gift of property and possible impacts on inheritance tax?Case studyThe deceased, A, transferred property...
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15th Aug
Q&As
Could you refer me to information regarding the procedure for admission to probate in England and Wales of the will of a testator she made in...
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15th Aug
Q&As
Is an application for a grant ad colligenda bona the correct procedure to enable executors to complete a sale of property as agreed by the...
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Produced in partnership with Lynne Counsell of 9 Stone Buildings 15th Aug
Precedents
Estate administration—Letter to deceased’s employer[enter name of employer][enter address of employer][enter date]Dear [insert organisation name]The...
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15th Aug
Precedents
Letter sending grant papers to client for signing[name of client][address of client][insert date]Dear [name of client]Estate of [name of deceased]...
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15th Aug
Precedents
Estate administration—Letter to HMRC submitting Form IHT400Inheritance TaxHM Revenue and CustomsBX9 1HT[enter date]Dear HMRCThe late [name of...
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15th Aug
Precedents
Estate administration—Letter to pension company[enter name of company][enter address of company][enter date]Dear [insert organisation name]The late...
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15th Aug
Precedents
Letter sending draft probate papers[name of client][address of client][insert date]Dear [name of client]Estate of [name of deceased] deceasedThe...
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15th Aug
Precedents
Estate administration—Letter to credit/debit/store card company[enter name of card company][enter address of card company][enter date]Dear [insert...
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15th Aug
Precedents
Immediate steps following a death—client guideCoronavirus (COVID-19): Following the enactment of the Coronavirus Act 2020 on 25 March 2020, special...
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15th Aug
Precedents
Letter to local press enclosing section 27 notice[enter name of newspaper][enter address of newspaper]The late [name of deceased]Dear [insert...
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15th Aug
Q&As
Where the deceased’s Will was made in Scotland but the deceased lived in England and died in England, should probate be obtained in England or...
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15th Aug
Precedents
Probate—client guideThis document provides general guidance regarding the probate procedure for non-professional personal representatives and bereaved...
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15th Aug
Practice notes
Probate involving vulnerable or disabled individualsCoronavirus (COVID-19): During the coronavirus (COVID-19) pandemic the formalities for signing and...
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15th Aug

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