Join Radcliffe Chambers Private Client Group for a half day conference examining trends in the private wealth sector through panel discussions and specialist breakout sessions.

1330-1400: Registration and coffee/lunch

1400-1405: Chair’s opening remarks

1405-1500: Session 1: Plenary: Lessons learned following Grand View etc.

1500-1545: Session 2: Breakouts

Setting aside dispositions     

This session will review a case study and talk on setting aside voluntary dispositions on the grounds of mistake as to tax consequences.

Cross Border Disputes   

Can the English court hear your probate dispute? Domicile, nationality, residence: what law applies? Do we need to worry about the EU Succession Regulation? When can the English court hear a dispute about overseas trusts? This session will give you the answers, including an overview of the new changes coming in October.

1545-1615: Coffee

1615-1700: Session 3: Breakouts

Severing Joint Tenancies 

This session will discuss how joint tenancies can be severed; Problems with severance by notice; What kinds of course of dealings can amount to severance; How and when the consequences of survivorship on the death of a joint tenant can be reversed, including deeds of variation, insolvency applications and the Inheritance (Provision for Family and Dependants) Act 1975.

Challenging wills

This session will discuss the recent reported decisions on challenging a will on the grounds of testamentary incapacity, want of knowledge and approval, and revocation. In particular we will discuss the recent case of Clitheroe v Bond in which the Court considered the continued application of the Banks v Goodfellow test and invalidity of wills on the basis of insane delusions.

1700-1755: Session 4: Plenary: What judges want to hear

1755-1800: Chair’s closing remarks

1800-2000: Drinks and canapes