Private Client Issues – January 2023

Welcome to this month’s edition of Private Client Issues, Blake Morgan’s monthly round-up of the topics you may find of interest. It features insight and advice on developments affecting private individuals.

Happy New Year. We would like to wish all our clients and contacts every success in 2023.

Our teams work both from our offices and remotely and are happy to meet with you virtually, or in person where this is preferred. We have found that many clients prefer the convenience of a video meeting, whilst other prefer face to face, particularly for the first meeting.

Compensation for relationship-generated disadvantage

We look at a case where compensation was awarded for relationship-generated disadvantage in a divorce. Find out about the principles of ‘needs’, ‘sharing’ and ‘compensation’.

Read more about compensation in divorce

Court cancels valid and binding trust deeds after trustees’ mistake

A judge has ruled that two deeds, signed nearly a decade prior and appointing funds to beneficiaries out of a trust of over £2 million, be made void.

Read more about the judgment

What is trust revocation and retention?

We analyse a recent judgment as handed down by the High Court relating to trusts, revocation, retention of trust assets by trustees and trustee indemnities.

Read more on trusts

Possible trade mark articles in beginning of December?

Successful Inheritance Act claim despite being made pre-grant of probate

We examine the judgment in Antonio v Williams, an Inheritance Act dispute, in which the High Court allowed a nephew’s claim for financial provision from his aunt’s estate to proceed before probate was granted.

Read more on inheritance claims

Copyright theft warning for business owners and employees

A recent case issues a warning to companies and ex-employees about the potential threat of copyright theft.

Read more on copyright theft

If you are impacted by any of the above topics or you would like further information on how we can help you, please contact your usual Blake Morgan adviser.