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Lasting powers of attorney: Engaging override

Francesca Gardner looks at the first case to be reported from the Court of Protection on whether a power should be registered when the attorneys are at odds The court was clear in its assessment that KC’s daughters, as a result of the acrimony between them, would not be able to effectively consult one another …
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The 1975 Act: Establishing genuine financial need

Recent claims from adults under the 1975 Act abound. Laura Abbott differentiates the winners from the losers While the claimant in this case was the deceased’s granddaughter, and so claiming under s1(1)(e) as a person maintained as opposed to a child under s1(1)(c), the judge’s approach to the case and rationale mirrors that in recent …
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Proprietary estoppel: Crossing the line

Andrew Vinson assesses how proprietary estoppel relates to oral contracts In all cases, the inquiry in relation to a potential proprietary estoppel is concerned with the overall result of the parties’ dealings. What is the position in which the parties would be if the court did not intervene? Proprietary estoppel is a fertile ground for …
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Donatio mortis causa: An end to deathbed gifts?

Sarah Bolt examines the current approach to deciding what is a valid deathbed gift This case was a prime example of circumstances in which a deathbed gift ought not to be allowed to validate otherwise ineffective testamentary dispositions. Deathbed gifts are back in the spotlight with the recent decision of Davey v Bailey on 26 …
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Musings from Manchester: If it ain’t broke…

Geoffrey Shindler questions recent changes to the probate process, which have created delays for practitioners and their clients Probate is now becoming contentious, not in the sense of clients arguing with each other but rather because of the frustration that practitioners and clients are experiencing as a result of current changes to the probate system. …
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Breach of trust: Time for a new law?

James Brown and Mark Pawlowski consider whether a new tort of inducing a breach of trust would be a welcome development in English law The recognition of a new tort of inducing a breach of trust would have the advantage of allowing the claimant to pursue a third party where their wrongdoing consists solely of …
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Court of Protection: Skewed benefit

Louise Mathias-Williams explores a case where a windfall jeopardised the beneficiary’s living arrangements The judge was persuaded that it was in LMS’s best interests to authorise the proposed deed in order better to effect the testator’s intention to financially benefit her. Becoming entitled to an inheritance is, for most, a fortunate place to occupy, albeit …
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IHT: Unintended consequences

The nexus between pension transfers and IHT is not straightforward. Duncan Bailey and Imogen Trafford report on Commissioners for HMRC v Parry, which provides welcome guidance Mrs S’s omission was the operative cause of the increase in the sons’ estates and therefore under s3(3) inheritance tax was chargeable. The Supreme Court has ruled on a …
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Death and property: Details matter

Nicholas Grundy QC and Victoria Osler discuss the service of notices relating to land on a deceased, as considered in Gateway Housing Association v PRs of Ali The court held that the primary purpose of s18 is to protect the interests of those who have the right to serve notices affecting land following the death …
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1975 Act: ‘Til death do us part?

Jessica Woollard and Alexandra Hirst revisit 1975 Act claims and financial remedies on divorce A former spouse or civil partner may be able to bring a claim under s81(1)(ba) of the 1975 Act if the parties legally separate and subsequently cohabit. In Chekov v Fryer [2015], the defendants applied to strike out an application under …
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