Contains will precedents, IHT returns and probate precedents. Contentious trusts and estates covers the disputes that can frequently arise.
Private Client analysis: The High Court has held that an executor who was engaged in businesses unrelated to the administration of trusts or estates...
Family analysis: A 41-year-old son claimed financial provision from his parents under section 27 of the Matrimonial Causes Act 1973 (MCA 1973),...
Private Client analysis: In this case, the court found that a testator who used the term ‘UK’ in his Will intended that Will to deal with his assets...
Private Client analysis: H and W divorced on terms that the matrimonial home (in H’s name) would be left to the son of their marriage (T) on H’s...
Private Client analysis: This was a claim under the Inheritance (Provision for Family and Dependants) Act 1975 (I(PFD)A 1975) by an adult stepson of...
Will drafting—Islamic Wills (Shia)Every Muslim should deal with the distribution of their estate according to the principles of inheritance set by...
Fast find key precedents—probate matterMost of the work conducted throughout a probate matter is of a common nature. Consequently practitioners will...
Practice and procedure—limitation—contentious trusts and estatesThe effect of the expiry of any limitation period under Limitation Act 1980 (LA 1980)...
Fast find key precedents—probate matterMost of the work conducted throughout a probate matter is of a common nature. Consequently practitioners will...
CGT—PPR relief for trusts and estatesSTOP PRESS:On Tax administration and maintenance day on 30 November 2021, the government published its response...
Immediate steps following a death—client guideCoronavirus (COVID-19): Following the enactment of the Coronavirus Act 2020 on 25 March 2020, special...
Deed of appropriation for personal representativesThis Deed is made on [date]Parties1[insert name of first personal representative] of [insert...
Commencement of Will of testator owning property in the UK and in the EU (other than Ireland or Denmark), dealing with UK property only and making an...
Clause providing trusts for a disabled personIf [insert the full name and description of the disabled person who is the object of the trust, eg my...
Commencement of Will confining revocation and new Will to UK property and making a domicile declarationI [insert full name of testator] of [insert...
Preparing the online application for probate or administration'>letters of administrationThere are two ways in which a practitioner can apply for a...
Payment of debts—solvent estateMeaning of solventThe rules applicable to the payment of the deceased’s debts and funeral and testamentary expenses...
Practice and procedure—civil procedure—contentious trusts and estatesCoronavirus (Covid-19): For news and other resources to assist dispute resolution...
Jurisdiction in probate mattersRole of the courtThe High Court has jurisdiction in relation to probates and administration'>letters of administration,...
Devolution of assets and the need for a grantA person generally dies owning some form of property whether it be land, cash, furniture and so on. A...
Warning to caveatorWarning to caveator, Rule 44(5)In the High Court of JusticeFamily Division[The nominated registry as defined by rule 44(15)]To...
Letter of claim—probate actionDear [insert organisation name][PROSPECTIVE CLAIMANT’S NAME] AND [PROSPECTIVE DEFENDANT(S) NAME(S)]The estate of [name]...
Estate administration—Letter to bank[enter bank name][enter bank address]Dear [insert organisation name]The late [name of deceased]Account(s)...
First letter to residuary beneficiary—intestacy[insert name of beneficiary][insert address of beneficiary][insert date]Dear [insert name of...
Gross misconduct is behaviour which is so bad that the employer is entitled to dismiss straight away, involving a fundamental breach of contract, done deliberately and wilfully or through gross negligence. Sometimes it is a series of acts which together constitute a breach of the term of trust and confidence.
A marketing of securities already in issue but not listed or not yet in issue, to specified persons or clients of the sponsor or any securities house assisting in the placing, which does not involve an offer to the public or to existing holders of the issuer's securities generally.
A limited company may hold, or deal with, shares in itself, if certain conditions set out in CA 2006, ss 724–729 are met. Those shares are held in treasury and referred to as the company's treasury shares.
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