Vaultinum | maximising your investment potential: Why a tech health check is a must
March 22 11:00 – 12:00| FREE With more tension on the market these days, investors are exercising greater scrutiny over deals with a particular focus on the technology. However, greater scrutiny doesn’t mean no risks; it means being aware of them and having a plan. If you’re a company preparing for an investment, fundraising or […]
British Wills and Probate Awards 2023 | Entries now open
Entry for the British Wills and Probate Awards 2023 is now open with a special early bird entry rate of £129 +VAT. Registration will be via The British Wills and Probate Awards website with firms able to register for up to three categories in their submission. The 2023 event promises to be bigger then ever […]
Probate delays continuing to worsen, data suggests
New data released by HM Courts and Tribunals Service (HMCTS) seems to confirm probate delays are continuing to worsen in England and Wales. The total number of receipts in January 2023 was 26,464, up from the seasonal dip of 18,123 in December 2022 and the highest number of receipts in all but one of the […]
Undue influence: 25-year-old mutual wills overturned after son’s claim
A pair of mutual wills drafted by a couple in 1998 have been overturned by the High Court following a claim of undue influence by one of their sons in Naidoo v Barton, 2023 EWHC 500 Ch. Dr Govindarajaloo Ramamurthie Naidoo and Mrs Nirmalathevie Naidoo had seven children. Between them, they owned all of the shares of […]
Mother jailed after squandering £455k left for somebody else in son’s will
A 56-year-old Washington mother has been jailed after squandering £455,000 that was left by her son in his will for somebody else. Richard Walker passed away while performing his duties as a soldier in Afghanistan in 2013,. His will specified who should receive the sum and his mother, Kathryn Walker, was named as executor. Rather […]
Budget 2023: Pensions reforms and more
Amongst Chancellor Jeremy Hunt’s Budget announcements on Wednesday was confirmation that the annual tax-free allowance for pensions will be increased from £40,000 to £60,000 alongside the abolition of the lifetime allowance. The measures, which are designed to encourage highly skilled workers to remain in the workforce, were described as “not inconsequential” by Jon Greer, head […]
New Access to Justice Foundation grant ‘set to help thousands get early legal help’
The Access to Justice Foundation has been awarded funding to administer the “Improving Outcomes Through Legal Support” grant. The Ministry of Justice says the grant “will help thousands more people get access to early legal help”. This comes after the government announced £12 million of new grant funding in November 2022. This new grant will […]
Forfeiture Act 1982: What you need to know
It is perhaps not surprising that the law prevents and who has unlawfully killed another from acquiring any benefit in their estate whether pursuant to the terms of the testator’s will or, if there is no will, under the intestacy rules. The preclusion extends to a person who has unlawfully aided, abetted, counselled or procured […]
Work life matters: Workload challenges
I went to a Micky Flanagan comedy gig last night. His opener was “thanks for coming ‘out-out’ on a Tuesday. I guess you lot are all working from home tomorrow then”. Big laughs but it may have touched a nerve or two for some people. People are sensitive when it comes to being questioned about […]
Damages claim for negligent IHT advice in 2009 not time-barred, says High Court
A claim for damages against a firm for negligent tax advice relating to inheritance tax (IHT) in 2009 is not time-barred, the England and Wales High Court has ruled. Stephane Etroy, a non-domiciled UK resident, has brought the claim alongside a trust and company service provider from Jersey, RBC Trust Company (Jersey) Ltd, against Speechly […]
