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Private Client update: Court of Protection best interests rulings, HMRC and pensions manual changes, Care Act guidance, Charities Act reforms, LBTT amendments, HMLR guidance, and Jersey trust decision

Published on: 04 April 2024

Published by a LexisNexis Private Client expert
Legal News
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In this issue:

  • Court of Protection
  • Elderly and vulnerable clients
  • UK taxes for Private Client
  • HMRC Manuals updates
  • Charity and philanthropy
  • 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®PSL community
  • New and updated content
  • Dates for your diary
  • Trackers
  • Latest Q&A
  • Useful information

Court of Protection Best interests in a two P situation (Re MA & AA) Private Client analysis:

In this matter, District Judge Simpson examined if a relocation, bringing the husband nearer to his wife, aligned with his best interests, and also whether ongoing contact between them served their best interests. Following a meticulous evaluation of each person’s welfare and preferences, the court decided that moving would not be in the husband’s best interests. In addition, while this position remains under periodic review, the judge concluded that, on the overall balance, it was not in their best interests to continue contact with one another. Although the circumstances are intricate and tightly tied to the particular facts and competing interests of those involved, the decision will nonetheless be of note to practitioners across this practice area...

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