An Autumn Private Client Update

An Autumn Private Client Update
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  • 54m
  • All Levels
  • Released 9th Oct 2023
  • Helen Forster
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There have been some key changes in the legislation and practices in the World of Private Client over the last few months. This update will run though some of these changes, the impact they have on your working in this area and consider the implications of recent case law.

We will cover:-

  1. The Changes in the Court of Protection application processes, including online applications and DOLS requirements;
  2. Changes to intestacy rules;
  3. The dangers electronic assets pose in administration and Will production
  4. Mutual Wills and the case of McLean v McLean and Naidoo v Barton

This update will give you the latest changes in Private Client Practices and case law to bring you up to date with procedure in this area

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Helen Forster

Managing Director • HTF Legal Limited

Helen is the managing director of her law firm, HTF Legal, based in Yorkshire, She is a solicitor and trusts and estates practitioner and has spent over 14 years working in the private client sector. Over the years she has received numerous awards including the category of rising star in England and Wales in the Modern Law Awards in 2016, where she came second. More recently her firm has won “ inheritance firm of the year Yorkshire” in 2023. Her particular specialisms include tax planning and mental capacity work, and in addition she provides training and seminars around the country on the subject.

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