Legacy Bulletin - October 2019

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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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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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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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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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.

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.