When an estate, trust, or succession matter with an English law dimension lands on your desk, do you know what to look out for? Scottish private client lawyers frequently encounter cross-border complexities that require careful handling to avoid unintended consequences.
We covered critical areas such as:
- Domicile of a Deceased and its implications for estate planning and administration;
- The Inheritance (Provision for Family and Dependants) Act 1975;
- forms of English property ownership and their implications;
- fundamental differences between English and Scottish personal planning documents, including wills and trusts;
- other English law issues which can impact an estate administration (e.g. promise-based claims);
- lasting powers of attorney and statutory wills;
- types of English trusts commonly encountered by Scottish advisers.
- cross-border intestacy difficulties; and
- dealing with gifts and trusts for minors differently in England & Wales.
