Legacy Bulletin

  • Early Neutral Evaluation – can a party be compelled to attend?
  • Order of joint deaths and succession of property
  • Probate delays and online probate service: An update
  • Charity Tax Commission
  • Meet the team: Amish Patel
  • In case you missed it
  • Upcoming events
Early Neutral Evaluation – can a party be compelled to attend?

ENE is a form of alternative dispute resolution (ADR) in which an independent and impartial evaluator (generally an expert in the field, including judges – ENE is offered in the Chancery Division by all judges) is appointed to give the parties an assessment of the merits of the case or particular aspects of the case.

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Order of joint deaths and succession of property

An elderly couple, John and Ann Scarle, were found dead in their family home on 11 October 2016. Pathologists concluded that the most likely cause of death in each case was hypothermia, however, they were unable to establish the dates on which either died.

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Probate delays and online probate service: An update

In our Spring e-bulletin Kerry Rogers reported on the significant delays being experienced in the issue of grants of probate. It was hoped that these delays would be short-lived and although there are still delays there does appear to be some light at the end of the tunnel.

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Charity Tax Commission

The Charity Tax Commission ('CTC') published its report ‘Reforming charity taxation – towards a stronger civil society’ in July 2019. The report detailed several recommendations which included the removal of VAT on solicitors’ charges for drafting wills that include a charitable donation.

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Meet the team: Amish Patel

Amish is an Associate Solicitor in our Trusts and Estates team, specialising in a wide range of private client matters including probate, trusts, and non-contentious legacy issues. You can view Amish's full profile here.

In case you missed it

Government U-turns on probate fee plans that would have cost charities millions.

Legacy consideration on the rise.

Being silent on the big issues of the day risks fall in public trust.

Upcoming events

Join us for our annual Legacy Conference, in which our Charity Legacy Team will review some of the current challenges that are arising in respect to the legal areas around legacies. More information can be found here.

The law and practice referred to in this article has been paraphrased or summarised. It might not be up-to-date with changes in the law and we do not guarantee the accuracy of any information provided at the time of reading. It should not be construed or relied upon as legal advice in relation to a specific set of circumstances.

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