The Government has no plans to undertake formal review of charity taxation and reliefs following Charity Tax Commission’s proposals, including proposal to remove VAT on solicitors’ charges for drafting Wills which include a charitable legacy.
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.
Michael Culver, Chairman of Solicitors for the Elderly recently attended a meeting with HMCTS and has reported the following main points:
Scarle v Scarle  EWHC 2224 (Ch)
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. The body of Anne Scarle was found significantly more decomposed than that of John Scarle, leading to suggestions that Anne Scarle may have died first.
Lomax v Lomax as Executor of the Estate of Alan Joseph Lomax (Deceased)  EWCA Civ 1467
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.
Further information on topics and speakers will be confirmed shortly.
- Date and Location
Wednesday 13 November 2019
Farmers and Fletchers in the City
3 Cloth Street
9.30am - 4.30pm
Followed by drinks and canapés reception.
To be confirmed shortly.
£90 inc. VAT
Stone King has been appointed to advise the South Korean Legislature on charity legacy taxation in a cross-border context.
Daniel Harris, Partner and Head of Stone King’s International & Cross-Border team, flew to Seoul on June 24 to make a presentation as a keynote speaker at the National Assembly conference hall.
His presentation was later followed by more detailed meetings with government advisors and academics.
“We are honoured to have been invited to advise on such an important issue,” said Daniel.
Welcome to the first bulletin from the Stone King Legacy Team for 2019.
The claim of Bhusate v Patel and others is at odds with the decision handed down in Cowan v Foreman and others  EWHC 349 (Fam) two weeks before. In Cowan a widow was refused permission to bring her claim under I(PFD)A 1975 only 17 months out of time.
As a probate lawyer I encounter my fair share of issues and delays when dealing with financial institutions and HMRC. However, I could always be certain that applying for a grant of probate would be a fairly painless and relatively swift process. Unfortunately, as many of you will have recently experienced, this is no longer the case.