Having rarely had a case on the equitable doctrine of donation mortis causa (DMC) for some years, we now have a second recent case in King v Chiltern Dog Rescue which on appeal by the charities [...]
I am often asked to challenge mental capacity assessments conducted by other professionals and I can guarantee that nine out of ten times they will have made at least one of 5 common mistakes. [...]
Asplin J’s decision in Reading v Reading  EWHC 946 (Ch) is one of the first to analyse and apply the Supreme Court’s guidance in Marley v Rawlings  AC 129 in relation to claims for [...]
The Summer Budget 2015 was presented to the House of Commons on 8 July and the detailed Bill will be published on 15 July so what follows is merely the highlights.
In Vaughan-Jones v Vaughan-Jones  EWHC 1086 (Ch), the court agreed to rectify a Deed of Variation which omitted a statement that section 142 Inheritance Tax Act 1984 (IHTA 1984) was [...]
One overlooked element of the government’s pension changes is their impact on the relevance of spousal bypass trusts (SBT) for personal pensions. This article will outline recent changes to [...]