Welcome to the first 2024 edition of our Matter of Trust newsletter - on topics and news from the Mishcon Private department on a range of subjects relevant to fiduciaries.
This edition discusses recent case law on forged wills and procedural fairness rules regarding expert evidence in litigation. It also includes guidance on Capital Gains Tax relief open to trustees and an article on carried interest from our tax team– also relevant to trust planning. In addition, we include an update from our firm's Mental Capacity Group regarding a newly established consultation into capacity in civil proceedings.
In terms of events, we have included details of the inaugural Private Perspectives conference on 27 February and an upcoming seminar, Trustees in the Arts on 5 March.
We hope that you enjoy this edition and welcome your feedback. If there is anything in this newsletter that you wish to discuss further, please don't hesitate to contact a member of the Private Wealth Disputes or the Tax and Wealth Planning teams.