Date/Time
Date: 06/05/2020 - 30/04/2035
Time: 12:00 am
Speaker - Gill Steel
Categories

AVAILABLE AS A RECORDING ONLY, FOR UNLIMITED USE, FROM 6TH MAY 2020

Aim 

The aim of this updating seminar is to provide the busy practitioner with a monthly round-up of new developments in Wills, Probate, Trusts, Tax and Elderly client matters.  This seminar will focus on developments during the month of March 2020.

Learning Outcomes – By taking part in these sessions participants should be able to:

  • Keep up to date in their professional competence
  • Add additional practical tips to their repertoire
  • Take the opportunity to discuss developments
  • Test their knowledge 

Wills

  • Relaxation of Will signing requirements – New Zealand & Jersey contrast England & Wales
  • Testamentary capacity and the ‘golden rule’ – Re Templeman decd [2020] EWHC 632

Probate

  • Probate Registry – New application forms for Grants & electronic signatures
  • Statutory instrument on use of statements of truth

Trusts

  • Postponement of extension of 5AMLD to Trusts?
  • Trust investments – thoughts on falling markets
  • Self-dealing rule – Caldicott v Richards [2020] EWHC 767

Tax

  • Deadlines and dates
  • What the ‘digital handshake’ means for clients
  • Developments at HMRC Inheritance Tax to meet the Covid-19 problems

Elderly & Vulnerable

  • Coronavirus Act 2020
  • DHSC emergency guidance on the MCA 2005 and DoLs
  • Care homes and contact – BP v Surrey County Council [2020] EWCOP 17
  • Semantic and Episodic memory – A Local Authority in Yorkshire v SF [2020] EWCOP 15

To book, order a recording or for more information please fill in the form, or call us on 01904 635 444

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