Share Rounding Error Does Not Prevent CGT Relief
There are often very specific rules that must be complied with in order to claim tax reliefs, but if a small mistake arises, the courts may be able to provide...
Continue readingWhen an elderly and ill woman was put under continual pressure by her brother-in-law to change her will in favour of his children, whom she rarely saw, her resolve finally...
Continue readingFor a will to be valid, one of the conditions imposed by the Wills Act 1837 is that two witnesses must attest the will by signing and acknowledging the signature...
Continue readingMany people will have read the recent reports of a 67-year-old lady, Marlene Howes, who was prosecuted for allegedly fraudulently claiming pension tax credits and for allegedly concealing that she...
Continue readingWhen an elderly woman left a will that excluded one of her sons, who had been charged with (but not convicted of) several counts of fraud in relation to a...
Continue readingWhen an executor becomes responsible for administering the estate of a person who has died, he or she is required to gather in the assets of the deceased and to...
Continue readingWhen an academic who had retired to Cornwall bequeathed the bulk of his estate to charity, the will was opposed by his nephew. The man, a widower, had realised...
Continue readingThe son of a baronet who has fought his father through the courts for years over the sale of the family’s estate and his alleged right to support from family...
Continue readingAn elderly couple who, without taking legal advice, tied up almost half of their net assets in a discretionary trust which, due to a drafting error, did not reflect their...
Continue readingThe saga of the estate of the late Bernard Matthews, who made his fortune supplying turkey-based products, will serve as a salutary reminder of the complexities that can attach to...
Continue readingThe need for clear thinking about the ownership of bank and other accounts held in joint names was illustrated recently by a case concerning a dispute over an account following...
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