Private ClientLine

Family Provision

The Court of Appeal recently heard an appeal against an order under the Inheritance (Provision for Family and Dependants) Act 1975 in favour of a wife. The deceased had made provision in his will for his second wife (22 years of marriage) to occupy the matrimonial home rent-free. However, the practical ability for her to occupy the property was in doubt as she was to be liable for “payment of outgoings, insurance, repair, decoration and other matters as the Property Trustees shall from time to time consider reasonable”. The deceased had made no further provision for his wife because, as he set out in a memorandum of wishes, “she had not been a loving and caring wife before and during my illness. She acts compulsively and repetitively and gives me verbal abuse and physical abuse”.

Free Article Downloads

July 2016

Do you review your trust and pension portfolios regularly?

Does a beneficiary have a right to live in a house forming part of the trust assets?

Estoppel

Generous Solicitors needed for Will Aid

IHT and reservation of benefit

International animal welfare charity, The Donkey Sanctuary, based near Sidmouth in Devon, works to protect and improve the welfare of donkeys and mules worldwide

Knowledge and approval of wills

Obtaining Medallion Guarantee Stamps and dealing with US or Canadian assets from the UK

RECENT DECISIONS IN THE COURT OF PROTECTION

Trustee Investment responsibilities, the role of EIS and VCT on Income tax and Capital Gains Tax and Commercial property services – find out more from Dentons Wealth, an independent financial adviser….

What costs is a trustee entitled to?

What is a nuptial settlement?

When is an investment fact find not fit for purpose?

Whenever construction of buildings takes place there is a risk of loss or damage. The purpose of this document is to explain the risks and outline the insurance policies that are designed to cover the risks

June 2016

Dentons Wealth, IFA

INFORMATION SECURITY

Is a lump sum payable under a pension scheme an asset which can be used to satisfy an order under the Inheritance (Provision for Family and Dependants) Act 1975?

May 2016

Can a settlement which has disastrous tax consequences be set aside?

Cost in contentious probate – should the losing party pay all the costs?

Interpretation of wills

RECENT DECISIONS IN THE COURT OF PROTECTION

The Challenges of Probate Genealogy

What is required to give a person an interest in a property vested in the name of another?

 

 

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Contributors

John Thurston

John Thurston, LL.B., TEP, solicitor.

Lead Contributor and Editor of Private ClientLine

He is particularly interested in the law relating to wills, trusts, taxation, powers of attorney and elderly clients. He frequently presents courses for Progressive Legal and MBL Seminars and local law societies. He is the author of "A Practitioner's Guide to Powers of Attorney", "A Practitioner's Guide to Trusts", "A Practitioner's Guide to Inheritance Claims" , "A Practitioner's Guide to Executorship and Administration" and "Estate Planning for the Middle Income Client" all published by Bloomsbury Professional. He is also a contributor to "Tolley's Administration of Trusts" and "Tolley's Administration of Estates", and contributed a section to "Tax Efficient Will Drafting" published by LexisNexis Butterworths. He is also a consultant.

   
Lesley King

Professor Lesley King

College of Law

Professor Lesley King is Private Client Practice Head at The College of Law, Bloomsbury. She is co-author of Wills, Taxation and Administration: A Practical Guide and editor of The Probate Practitioner’s Handbook. She is the wills and probate columnist for the Law Society Gazette, and writes and lectures extensively on wills, taxation and related matters.

   
Ruth Hughes

Ruth Hughes

Barrister
5 Stone Buildings

Ruth has taught company law on the Bar Vocational Course and has contributed to the Trust Quarterly Review and other professional journals. She also writes headnotes for the Wills and Trusts Law Reports. She is the assistant editor of the Elder Law Journal. Ruth lectures on all areas of her practice and in particular proprietary estoppel. More

   
David Coldrick

David Coldrick

Consultant
Wrigleys Solicitors

David deals with all areas of private client work, including tax, trusts and estates. He has a particular interest and is a well-known authority on tax planning for the younger and elderly client and protection of assets of personal injury trusts, which involves a thorough knowledge of the benefit aspects and understanding of working with the disabled and their families. More

   
Martyn Frost

Martyn Frost

Director
Trenfield Trust & Estates Consulting Ltd

Prior to joining Trenfield Trust & Estates Consulting Ltd, Martyn spent a number of years with Barclays Bank Trust Company taking on a variety of roles, including heading the company's internal legal department.

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