News & Insights
Our team of experts shine a spotlight on new legal developments, share their views on the impact of current affairs, and offer insights on issues that could impact you and your business.
The Family Business report looks in greater depth at Britain’s Top 100 family businesses, looking at who they are, and how they are built. We reflect on how Britain can ensure these entities remain strong contributors to economic growth as we look ahead, following the effects of the Covid-19 pandemic.
In a recent STEP article Private Wealth Partner, Mark Lindley outlines what can be done when a trustee or personal representative makes a mistake and the possible legal remedies.
Private Client analysis: Mark Lindley, partner at Boodle Hatfield, discusses the new rules in the Wills Act 1837
Number of contested wills at an all-time high as rising house prices and complex family structures drive competing claims.
The number of High Court disputes over inheritance hit an all-time high last year.
A recent Court of Appeal ruling that a trustee can’t use privilege to withhold documents requested by a beneficiary will have a limited impact due to a 2018 update to the U.K.’s data protection law.
Mark Lindley, partner at the Firm, discusses how using gender-neutral pronouns in wills and the introduction of Gender Recognition Certificates improve clarity regarding inheritance issues
Clients hope that, by taking appropriate professional advice, they are likely to avoid making a serious error that leaves them worse off than they would have been if they had tried to achieve the same result in a different way, or if they had done nothing at all.
This is often a difficult question to answer, first, for trustees and secondly for the Court.
In Pitt v Holt, Futter v Futter  UKSC 26, the Supreme Court significantly curtailed the hitherto wide application of what had become known as the Rule in Hastings-Bass and also set out authoritively the circumstances in which the Court may grant relief (in terms of rescission) for mistake in relation to a non-contractual voluntary disposition.
A common issue that arises when dealing with trusts is establishing what information and/or documents a beneficiary is entitled to see, once it is established that they have an interest in the trust.
Our experts share their insights & market view on the impact of current affairs.