State Pension Age increase brought forward
It has been announced that the rise in the state pension age will occur in 2039.
Right to die legal battle continues
The High Court has been told that the 1961 Suicide Act is in breach of human rights.
Compliance officer fined over pension transfer advice failure
The provision of later life planning advice has again come under scrutiny following a recent decision by the Financial Conduct Authority.
72% of pension pots accessed by under 65s
The interim results of the first major study into the impact of pension freedoms were released by the Financial Conduct Authority yesterday (12/07/17).
Government to maintain pension triple lock
The recent deal between the Conservatives and the Democratic Unionist Party will see the pension lock being maintained throughout the UK.
Investment company lose £1.65m trust tax case
A fund manager has recently lost an appeal case over a tax bill worth £1.65 million.
What is a “no-contest” clause?
The case of Nathan v Leonard concerned a “no-contest” condition within a codicil which had been made after the will. The issue of contention was over policy concerns regarding the clause, which stated that benefits should be forfeited if the will was challenged.
When would a Larke v Nugus statement be used?
Where a will is the subject of a dispute, A Larke v Nugus statement will usually come into use.
Asset administration: Trust v Deputyship
Where an individual is mentally incapacitated, the way in which their assets should be managed is often a point of contention.
Assisted dying campaigners crowdfund to cover costs
Assisted dying campaigners are crowdfunding to help them cover the cost of judicial review applications.
Ilott v Mitson: Impact in practice
In the wake of the charities appeal being allowed, the Ilott v Mitson judgement has gathered varying opinions
Ilott v Mitson: Judgement provides “welcome reassurance”
The Ilott v Mitson judgment could provide greater reassurance to donors
Ilott v Mitson: Charities’ appeal allowed
The Supreme Court has allowed the charities’ appeal in the the case of Ilott v Mitson.
Chance to make Inheritance Act claim dies with entitlement holder
The right to make a claim under the Inheritance (Provision for Family and Dependants) Act 1975, ends with the death of the individual who held the entitlement,
Ilott v Mitson – The role of insurance
The landscape surrounding the legal framework that currently applies to disappointed beneficiaries is potentially about to change.
Supreme court judgement could impact cohabitees’ pension rights
A recent judgement from the Supreme Court is likely to improve the pension rights of co-habiting couples in the public sector.
Potential precedent for pension transfer IHT rule
A precedent for the two-year inheritance tax rule on pension transfers may have been set by a tribunal case lost by HM Revenue & Customs.
Government “need to tread carefully” following Article 50 ruling
The Supreme Court yesterday (24/01/17) ruled that Parliamentary support was required in order for article 50 to be triggered, rejecting the appeal from the government.
Article 50 ruling: Constitutional v democratic principles
Following the decision made by the Supreme Court yesterday (24/01/17) , speculation is brewing in regards to the impact on the government and the UK as a whole.
£233k awarded for taxing inheritance advice
A 96-year old woman has been compensated following the delivery of incorrect inheritance tax advice, in a ruling by the High Court.
