Private Client

Background:

CD is 66 years old, a married father of four and grandfather of two. He is very family-oriented. He was cared for as an in-patient at a hospital operated by the NHS. He has end-stage

The High Court was faced with a tricky situation in which a settlor though he had two biological children but it turns out one of the children was a stepchild. The Court had to decide whether a

In a rare occurrence, the High Court invalidated a will due to undue influence.

Background:

Mr. William Oliver had five surviving children and passed away in May 2018. He and his wife June executed

The High Court ruled that litigation costs must be kept separate from any Inheritance (Provision for Family and Dependants) Act 1975 awards.

Background:

The claim concerns the estate of Fiaz Ali

The High Court was faced with a very complex case, lengthy facts and a bitter dispute which boiled down to a property transfer intended to save inheritance tax and whether such a transfer resulted in

The First-tier Tribunal (FTT) ruled that for a lower inheritance tax to apply, a will must be clear as to its charitable intentions.

Background:

Samuel Marks and Hilda Marks (HM) were husband and

The High Court was faced with a dispute concerning the beneficial ownership of a property in a bankruptcy context.

Background:

Around 2000, Mr. and Mrs. Cynberg started a relationship together.

The Court of Protection had to decide whether a person with severe short-term memory loss lacked capacity to make a decision regarding her sexual relations.

Background:

PS is a 79-year-old woman

That was the central question that the High Court had to answer in Coulson v Paul.

Background:

The claimant is the biological daughter of John Paul, the testator’s son, while the defendant was his

The High Court was faced with questions regarding the administration of a potentially insolvent estate. The administrator sought direction from the Court, known as a Beddoe application, as to the best

The Court of Appeal (CoA) ruled that an enforceable right to the relevant payment is not needed for it to fall within income taxable under Section 687 of the Income Tax (Trading and Other Income) Act

This judgement is in line with various recent decisions on the withdrawal of clinically assisted nutrition and hydration.

Background:

This case relates to Z, a 70-year-old man in a permanent

The High Court was faced with the question of whether a gift made in contemplation of death can override a will in Rahman v Hassan & others. The other aspect of the case was whether handing over

The certificate provider is an individual who signs the Lasting Power of Attorney (LPA) form to confirm that they have discussed it with the donor and that, in their opinion, at the date of creation

The Court of Appeal (CoA) was faced with a case of proprietary estoppel and detrimental reliance of the sons on the assurance that they would inherit equal shares.

Background:

The claimants,

The Court of Protection clarified that it has the power to make injunctions and orders to ensure compliance with ‘best interests’ decisions as outline in Section 16(5) MCA 2005.

Background:

This

The High Court was faced with a difficult case and was asked whether a declaration of trust was a sham or felt within the meaning of section 423 of the Insolvency Act 1986 for the sole purpose of