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Yeovil: 01935 848764 
Sherborne: 01935 815855 

Probate Update & Funding Care Costs for the Elderly - Thursday 20 November

Published: 20 November, 2014

Adanac Financial Services Ltd, Independent Financial Advisers, in association with Pump Court Chambers of Winchester, would like to invite you to our seminar on Thursday 20 November 2014, at 1400 at the Eastbury Hotel, Long Street, Sherborne DT9 3BY.

We will be covering:

  • Claims under the Inheritance (Provision for Family and Dependants) Act 1975: a case law update.
  • Inheritance and Trustees' Powers Act 2014: an overview of the proposed revisions to the 1975 Act.
  • Rectification of Wills: the Supreme Court case of Marley v. Rawlings & Another [2014] UKSC 2.
  • Marital Agreements and the 1975 Act.
  • Simple steps: often the best way to approach IHT planning.
  • Small legacies: the available options.
  • Funding the costs of care.
We are delighted to have secured the services of three leading barristers from Pump Court Chambers to speak at the seminar.

Mark Dubbery

Mark is regularly instructed in claims pursuant to the Inheritance (Provision for Family and Dependants) Act 1975 and other contentious probate matters, claims for rectification of wills, administration actions and applications to remove or replace executors.  Many claims involve issues of proprietary estoppel, constructive trusts and/or undue influence.  He regularly acts for charities and for children or adults under a disability.  He is highly experienced in the mediation of such claims as both advocate and mediator.  He regularly appears in the Court of Protection on all manner of financial claims with a particular interest in statutory wills.

Andrew Grime

Andrew has a particular interest in cases concerning trusts of land, co-ownership of land and applications pursuant to the Trusts of Land and Appointment of Trustees Act 1996.  He is regularly instructed in cases concerning testamentary capacity and claims under the Inheritance (Provision for Family and Dependants) Act 1975.  He also undertakes contentious probate and Wills claims.

Amy Berry

Amy regularly advises on and acts in claims pursuant to CPR 57 and 64 including matters under the Inheritance (Provision for Family and Dependents) Act 1975 often as part of more complicated estates including partnerships and cross-borders.  She has developed a practice which encompasses the law on testamentary capacity, undue influence, want of knowledge and approval, due execution, lost wills, construction of wills, insolvent estates, rectification and construction, removal of PRs and trustees, the administration of estates, accounts and inquiries, IHT/CGT tax advice and breach of trust claims.  Her work also extends to professional negligence which encompasses these areas of law.  She is instructed on behalf of minor beneficiaries, professional PRs, potentially negligent solicitors (via insurers) and disappointed beneficiaries.  Amy is often in the High Court dealing with contentious non-contentious work involving caveats, warnings and appearances, revocation of grant applications, applications for estate accounts and pre-issue disclosure.

Scott Gibbons

Scott is an Independent Financial Adviser with over 20 years' experience of dealing with the needs of Trustees, Beneficiaries, elderly and vulnerable clients.  He has a reputation for providing straightforward and effective solutions for his clients.  Scott founded Adanac thirteen years ago, in response to the need for a local independent advisory firm that understood and could deal with the unique requirements of solicitors, accountants and their clients. He remains passionately committed to providing quality independent financial advice to his clients.

It is anticipated that the seminar will last around three hours which will include ample time afterwards for you to ask the speakers any questions you may have. We do hope you will be able to attend and look forward to meeting you and discussing these most topical areas.

Pump Court will provide three hours Accredited CPD to all those attending.  To help us with the planning of this event, please either telephone 01935 848764 or email [email protected] to confirm your attendance.
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