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UK Private Client weekly: probate session, FCA impersonation scams, IHT company liability, HMRC/SDLT updates, FTT closure notices, ROE trust access, failure to prevent fraud, Budget date, new guidance

Published on: 04 September 2025

Published by a LexisNexis Private Client expert
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In this issue:

  • Probate
  • Elderly and vulnerable clients
  • UK taxation for Private Client
  • HMRC Manuals updates
  • Tax avoidance, evasion and non-compliance
  • Regulatory compliance for Private Client
  • Budgets and Finance Bills
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Probate

HMCTS Probate Service Professional User Group information session

HMCTS Probate will host an online briefing for professional users of the probate service on Thursday, 24 September 2025, from 12 noon to 1 pm. The session will provide a general service update and an opportunity to raise queries on more complex matters, including cases involving orders, subpoenas and summons. Where feasible, the team will offer support on specific case-related questions in a private setting, subject to time and volume limits. Practitioners should register by emailing NSfamilybmt@justice.gov.uk to receive further details and joining instructions. Source: HMCTS Bulletin, 29 August 2025...

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