Webinar | CLSQ Estate Administration Solution
Webinar | CLSQ Estate Administration Solution – Tuesday 31st January, 11am Introduced by Dee McKenna, Senior Business Development Manager. Presented by Anthony O’Hanlon, Head of Customer Development, and Ellie Steele, Underwriting Manager. Join us for an informative 30-minute webinar on our new Estate Administration solution, including an overview of our key insurance and search products […]
LPA registrations up 19% year-on-year
The number of Last Power of Attorney (LPA) registrations in England and Wales is continuing to soar, new data released by the Ministry of Justice has revealed. In July to September 2022, there were 201,121 LPAs registered, up 19% compared to the equivalent quarter in 2021. This continues the trend highlighted in a recent report […]
EWCA rules cohabitant must show detriment to claim share of house
The England and Wales Court of Appeal (EWCA) has found that a former cohabitant seeking a greater share in a home bought in joint names with no declaration of trust must change their position or show detriment. The case involves a house bought in 2007 without a declaration of trust by Lee Hudson and Jayne […]
Court rules solicitor cannot charge for work as executor due to missing clause
A firm has lost its appeal in the High Court after a Costs Judge ruled a solicitor cannot charge for work done in his role as executor due to a missing charging clause. The solicitor, Robin Shepherd of Shepherd & Co Solicitors, is entitled to charge for work done in an estate administration capacity. However, […]
Sister accuses brother of taking £1.2 million from father’s account before his death
A sister is accusing her brother of taking £1.2 million out of their father’s account before his death. Charlotte Isenschmid is claiming her brother, Tom Isenschmid, who was chosen to act as executor of the will, took £1.2 million out of their father’s bank accounts before he passed away. Their father, Michael Isenschmid, died in […]
ONS data reveals main motivation for over 50s returning to work
Research also shows 2.5 million pre-retirees will be forced to delays retirement due to money problems The ONS have published data examining the reasons and motivations for those over 50 returning to work, showing money as being the main factor behind the decision. The data showed that for all age groups, money was an important […]
Landmark Inheritance Act case “a warning to those underestimating adult child claims”
In a landmark case, South West law firm Coodes Solicitors has successfully defended an appeal for one of its clients who secured a £195,000 award from the estate of their deceased parent. Last year, Hayley Gaffney at Coodes and James McKean from New Square Chambers won the significant case for claimant Patrick Fennessy brought under […]
Hinduja v Hinduja judgment
The Court of Protection (CoP) usually sits in public but with reporting restrictions which generally prevent anyone including the media naming the protected party, P, (or any of the other parties who would identify them). The aim is to strike a balance between open justice and a vulnerable person’s right to privacy but has led […]
Trusts, Wills, and Estates in England & Wales: Is it really all that different south of the border? Part 2: Trusts
In this series of three related articles, we look at a few of the key distinctions pertinent to wills, trusts, and estates for clients domiciled in England and Wales, as compared to those domiciled in Scotland. This article focuses on trusts. You can view our previous article on wills here and the next article on estates here. A note […]
