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In this issue: Wills Probate Trusts Court of Protection UK taxes for Private Client HMRC Manuals updates Tax avoidance, evasion and non-compliance Regulatory compliance for Private Client Budgets and Finance Bills Insolvency—Private Client Charity and philanthropy Pensions, insurance and tax efficient investments International Question of the week Daily and weekly news alerts LexTalk®Private Client: a Lexis+® community New and updated content Dates for your diary Trackers Latest Q&As Useful information Wills Who receives a disclaimed gift in a Will? (White v Williams) The Chancery Division decided that when a beneficiary disclaims a share of the residue, that share should pass to the remaining beneficiaries under the Will, rather than fall to be dealt with by the intestacy provisions. The court construed the word ‘failure’ in the Will as encompassing a disclaimer, even though the failure occurred after the testator had died. The...
In this issue: Wills Court of Protection Elderly and vulnerable clients UK taxes for Private Client HMRC Manuals tracker Tax avoidance, evasion and non-compliance Budgets and Finance Bills Insolvency—Private Client Charity and philanthropy Contentious trusts and estates Pensions, insurance and tax efficient investments Scotland, Wales and Northern Ireland International Question of the week Additional Private Client updates this week Daily and weekly news alerts LexTalk®Private Client: a Lexis+® community New and updated content Dates for your diary Trackers Latest Q&As Useful information Wills Modernising Wills—final report recommendations to modernise Wills law to promote testamentary freedom On 16 May 2025, the Law Commission released its concluding report, Modernising Wills Law. Authored by Matthew Duncan, partner and head of Private Wealth at Druces LLP. See News Analysis: Modernising Wills—final report recommendations to modernise Wills law to promote testamentary freedom. Court of Protection...
Keepers and Governors of the Possessions, Revenues and Goods of the Free Grammar School of John Lyon, Within the Town of Harrow-on-the Hill v His Majesty’s Attorney-General [2024] EWHC 2857 (Ch) What practical consequences flow from this decision? The central dispute in the proceedings concerned whether circumstances existed to trigger a cy-près application...