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Estate assets, liabilities and personal details—checklist Estate of [insert name of deceased] Clients: [insert names of executors/administrators] File ref: [insert file ref] The information contained in this questionnaire is required in connection with the application for the grant of representation. Please complete it as far as you are able and also collect together the death certificate with any papers and passbooks as requested in the questionnaire. A Personal details of the deceased Copy death certificate provided YES / NO 1 Enter the title (Mr, Mrs, etc) and any professional title (eg Dr) 1.1 Enter the deceased's full name 1.2 Enter any other name or names that they were known by 2 Occupation of deceased 2.1 Was the deceased retired? YES / NO 2.2 National Insurance number 2.3 Income tax district and reference, please include income tax papers 3 A Enter the address of nursing home or care home (if this was the last address of the deceased, otherwise...
Procedural guide—dissolution of civil partnership (pre-DDSA 2020) This Procedural Guide sets out the steps to be taken on an application for a dissolution of a civil partnership in an undefended case under the Civil Partnership Act 2004 (CPA 2004) in relation to proceedings that were issued before 6 April 2022. It includes guidance on who may apply, irretrievable breakdown, service of the petition, and filing an acknowledgment of service. It also details evidence that must be filed to prove the fact relied on, applying for a conditional order of dissolution, the final dissolution order and how to deal with costs. The Divorce, Dissolution and Separation Act 2020 (DDSA 2020) came in to force on 6 April 2022. Proceedings issued by the court on or after 6 April 2022 are subject to the provisions of DDSA 2020 and the changes to procedure under the amended Family Procedure Rules 2010 (FPR 2010), SI 2010/2955. For further information, see Practice Note: Introduction to the Divorce, Dissolution and Separation Act 2020. Proceedings issued by...
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‘Durable relationships’ and ‘other family members’ of EU nationals—definitions and rights of entry and residence Under Directive 2004/38/EC, the Citizens’ Directive, nationals of the European Economic Area (EEA), which comprises the EU Member States, Norway, Iceland and Lichtenstein, benefit from EU free movement law. Throughout this Practice Note, the term 'EU citizens' which refers to EU Member States' nationals also includes EEA nationals. The Citizens’ Directive creates two additional categories of family members of EU nationals who are exercising treaty rights in another Member State. These are family members who do not meet the definition of direct ‘family members’, and are: • in a ‘durable relationship’ with an EU national, which is ‘duly attested’, or • ‘other family members’, who: ◦ were dependants or members of the household of the EU national prior to the EU national's coming to the host Member State, or ◦ have serious health grounds which strictly require their personal care by the EU national See Practice Note: Family members of EU nationals—definitions and rights of...
Partners applying for entry clearance under Appendix FM: eligibility table FORTHCOMING DEVELOPMENTS: On 4 December 2023, the previous Conservative Home Secretary, James Cleverly MP, announced a series of measures with the intention of reducing legal migration to the UK. The measures included, in relation to 'five-year route' Appendix fm applications, the increase of the standard required minimum income threshold from £18,600 to £29,000 for initial applications in Spring 2024. This rise was introduced via changes to the Immigration Rules, from 11 April 2024. There were then to be two additional rises in due course, but the new Labour Home Secretary Yvette Cooper MP announced on 30 July 2024 that the Migration Advisory Committee was to be commissioned to review these financial requirements, and any further rises would not proceed until then. For further information, see Practice Note: Immigration calendar. This Practice Note sets out the requirements for an application for entry clearance as the fiancé(e), proposed civil partner, spouse, civil partner or unmarried partner...
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Spousal and civil partner maintenance—client guide This document provides general guidance regarding an application to the court for maintenance on divorce or dissolution of a civil partnership. Your family lawyer will be able to provide specific advice based on your circumstances. Who can apply for maintenance? Either spouse or civil partner may make an application to the court for a spousal or civil partner maintenance order, also known as a periodical payments order. The person making the application is the applicant and the other person is the respondent. A potential applicant must, except in certain specified circumstances, consider with a mediator whether the dispute may be capable of being resolved through non-court dispute resolution. The court will expect all applicants to have complied with these requirements before commencing proceedings and will expect any respondent to have attended a mediation information and assessment meeting (MIAM). For details of the requirement to attend a MIAM see Practice Note: Non-court dispute resolution—mediation information and assessment meetings (MIAMs). What happens...
Spouses, civil partners and unmarried partners under Appendix FM: in—country switch—letter in support from applicant partner [Insert your current residential address] [Insert Home Office address to which the application is being sent] [Insert date] Dear [insert organisation name] Application for leave to remain as a [spouse OR civil partner OR unmarried partner] under Appendix fm of the Immigration Rules I confirm that I am a [insert nationality] national and am the [spouse OR civil partner OR unmarried partner] of [insert name of sponsoring partner]. My date of birth is [insert date of birth] and I am currently [insert age]. I confirm that I am not related to [insert name of sponsoring partner] in a way that is prohibited for [marriage OR civil partnership] in the UK. [I am currently living in the UK with leave to [enter OR remain] as [insert current immigration status] OR My last granted leave to remain as [insert last granted immigration status] expired on [insert date of expiry of leave,...
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Are the rights of spouses and former spouses to make financial claims against each other brought to an end on remarriage? So if a former spouse remarries they cannot make a financial claim against their former spouse, but that former spouse could still make a financial claim against the remarried spouse? Or can the financial claims only be brought to an end by a court order? The effect of remarriage on the ability of a party to bring financial claims on divorce is addressed by section 28 of the Matrimonial Causes Act 1973 (MCA 1973). MCA 1973, s 28(3) provides that: ‘If after the grant of a decree dissolving or annulling a marriage either party to that marriage remarries whether at any time before or after the commencement of this Act or forms a civil partnership, that party shall not be entitled to apply, by reference to the grant of that decree, for a financial provision order in his or her favour, or for a property adjustment order, against...
Cohabitants entered into an agreement during their cohabitation which provided for a property to remain the sole property of one of the parties. The parties are now to marry and no longer wish to be bound to the terms of that agreement, but while the agreement provided for termination in the event of separation, it did not include marriage as a termination event. The parties do not wish to enter into a pre-nuptial agreement. What steps would the parties need to take to terminate the cohabitation agreement and would the terms of the agreement be relevant should there be a subsequent divorce? A cohabitation agreement may make provision for it to continue to apply on marriage or cease to apply on marriage. Where the agreement is silent as to the impact of a subsequent marriage, and the parties wish to place the matter beyond doubt, it is possible for them to enter into a simple form of cancellation agreement endorsed upon the original cohabitation agreement. The following...
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This week's edition of Family weekly highlights includes details of a speech by Mr Justice Nicklin on open justice and details of the Migration Advisory Committee's new family visa financial requirement review. Analysis of recent judgments on disclosure of journalistic sources, non-matrimonial assets and expert witnesses in care proceedings are included.
This week’s edition of Private Client highlights includes: (1) the Law Commission publishes its recommendations to reform the Wills Act 1837; (2) Mr and Mrs K v Mr and Mrs Z, in which the court granted a parental order despite applicants’ advanced ages; (3) HMRC issues first individual tax avoidance stop notices under POTAS regime; (4) further analysis of Accuro Trust (Switzerland) SA v The Commissioners for HMRC, in which the court confirmed when a settlement is ‘made’ for the purposes of excluded property; (5) Louwman v Revenue and Customs Commissioners, a decision of the FTT holding that OIGs and AIPs arising in offshore protected trusts are not protected foreign source income; (6) Moran v Revenue and Customs Commissioners, where the taxpayer was found liable under the transfer of assets abroad regime for the rent-free occupation of a house; and (7) the Data (Use and Access) Bill reaches its final legislative stages.
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