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Forced heirship Forced heirship describes a situation where the children or other close kin of someone who has died are entitled, as a matter of right, to part of that person’s patrimony (broadly, the estate after reinstating any gifts made during lifetime), regardless of the testator’s intentions. In England and most common law systems, constraints on testamentary freedom are minimal, whereas civil law systems (rooted in Roman law) oblige testators to provide for their nearest family. In certain countries (eg France), forced heirship applies mandatorily so that a portion of the estate is automatically earmarked for the relevant forced heirs, while in others (eg Germany, Italy and Switzerland) those heirs instead hold a claim against the will’s beneficiaries. The succession law that governs a death will be identified differently from one jurisdiction to another, depending on the connecting factor recognised and applied in that forum. The connecting factor that prevails is determined by that jurisdiction’s conflict of laws, or private international law, rules. For guidance on English private international...
ARCHIVED: This Practice Note is archived and no longer updated. The UK is no longer subject to the Rome Convention as a matter of international law, following departure from the EU. Even so, its substantive provisions still apply in certain instances, namely where a contract was concluded between 1 April 1991 and 16 December 2009 and meets the requirements in the Act. As a result, those rules remain in the C(AL)A 1990, but with changes made by The Law Applicable to Contractual Obligations and Non–Contractual Obligations (Amendment etc) (EU Exit) Regulations 2019, SI 2019/834. For current guidance, see Practice Note: Contracts (Applicable Law) Act 1990—application and interpretation. This Practice Note outlines when the Rome Convention governs and when it does not. It also explains the exclusion of renvoi, considers public policy implications, and addresses the position where a state has more than one legal system. To establish whether the convention’s applicable law regime applies, or whether a different regime is engaged, see Practice Note: Applicable law—a guide for dispute...
Use this Practice Note when identifying the applicable law for agreements made on or after 17 December 2009. It outlines when and for what reasons Regulation (EC) 593/2008, Rome I was brought in. The Note reviews the implementation of Regulation (EC) 593/2008, Rome I, the states that have signed up and are therefore bound by it, together with any reservations those states have entered. It explains why the regulation governs contractual disputes within the UK. Guidance is given on interpreting Regulation (EC) 593/2008, Rome I, followed by consideration of the universal application rule (art 2) and the breadth of the applicable law (art 12). It sets out the general principles alongside rules tailored to particular categories of contract. It also identifies matters excluded from Regulation (EC) 593/2008, Rome I, including arbitration and questions relating to the status and legal capacity of companies. Throughout, the instrument is referred to as Regulation (EC) 593/2008, Rome I, or simply Rome I. Purpose of Rome I The aim of Rome I is...