This Q&A considers whether a prospective claimant under the Inheritance (Provision for Family and Dependants) Act 1975 (I(PFD)A 1975), specifically a step-son of a deceased who died intestate, may be regarded as a person interested in the estate for the purposes of issuing a citation under the Non-Contentious Probate Rules 1987 (NCPR 1987), SI 1987/2024, notwithstanding that the claimant is not entitled to a grant of representation but intends to pursue a claim for reasonable financial provision from the estate.

This Q&A considers whether parties can apply for a stay to allow negotiations to take place before pleadings close, in circumstances where a claim for financial provision under the Inheritance (Provision for Family and Dependants) Act 1975 has been issued and served out of time, and the defendant wishes to settle the matter without filing a defence or engaging further in the court process.

This Q&A considers whether the personal representatives of a deceased person are subject to a limitation period for the setting aside of a lifetime gift made during the lifetime of the deceased person.

This Q&A considers whether a sole trustee appointed in a Will can hold trust property for a minor contingently upon attaining the age of 18.

This Q&A considers key legal issues for where an individual guarantor is giving a personal guarantee for a law firm consumer client’s fees, including whether the guarantee is a regulated credit agreement and the application of the CRA 2015.

This Q&A is intended for law firms regulated by the SRA. It provides guidance on whether there are any legal restrictions preventing a law firm from disclosing the existence of a data subject access request (DSAR) received from a third party on a client matter to the client under 6.4 of the SRA Code of Conduct for Solicitors.

This Q&A considers the amount eligible for spouse relief under IHTA 1984, s 18, if a non-domiciled deceased leaves his worldwide estate split equally between his UK domiciled spouse and chargeable beneficiaries.

This Q&A considers whether, if a partner in a farming partnership gifts a share in the partnership and subsequently has an overdrawn partnership account, this may constitute a gift with reservation of benefit for inheritance tax (IHT) purposes.

This Q&A considers the validity of a Will in which a minor is one of the witnesses to the testator's signature.

This Q&A considers obligations arising under the Solicitors Regulation Authority (SRA) Standards and Regulations and also issues relating to legal professional privilege when an email is sent to you in error by an opposing party’s solicitor.

This Q&A considers whether, if an executed deed of appointment under a trust is missing the name of the appointee (due to a clerical error) would the courts generally admit evidence of the intention of the appointors as an aid to construction of the document, or would rectification be required.

This Q&A considers the consequences of an executor intermeddling in particular regarding whether power can be reserved to them.