FTT Upholds Information Notice But Varies It
Under Schedule 36 of the Finance Act 2008, HM Revenue and Customs (HMRC) may require a taxpayer to provide information or documents that are reasonably required for the purpose of...
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...
Continue readingThe power of trust beneficiaries to direct in certain circumstances the actions of the trustees of the trust under which they benefit was clearly shown in a recent High Court...
Continue readingWhen a Yorkshire farmer disinherited his son and left the whole of his estate to his daughter, the son challenged the will in court. The son had worked with his...
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