Virtual seminar: case studies on smoothing the estate administration process
Title Research’s next virtual seminar on Wednesday 14th September at 12pm will be hosted by Technical Manager Simon Barber and Business Relationship Manager James Cameron. The duo will discuss some estates that highlight challenges in the estate administration process and how to overcome them. They will cover the following case studies: The hoarding Deceased – investigating […]
HMRC updates guidance on TRS late registration penalties
With the deadline for registering non-taxable trusts by 1st September 2022 becoming ever closer, HM Revenue & Customs (HMRC) have released updated guidance on penalties for late registration. The introduction of the EU’s Fifth Money Laundering Directive (5MLD) on 10th January 2020 imposed further legal and administrative obligations on Trustees in England and Wales. Trustees […]
Court makes judgment on capacity required to execute an LPA
The case of The Public Guardian v RI & Ors [2022] EWCOP 22 came before District Judge Poole in May of this year. This was a case where the court had to decide whether a Lasting Power of Attorney (LPA) executed in 2009 was valid or not due to whether the donor had the mental […]