In a challenging economic climate with continuing budget cuts and increasing expectations of staff, sickness absence remains an ongoing problem that is important to address.
Generally speaking, anyone who is under 18 cannot make a will. The one exception is if that person is a member of the Armed Forces where separate rules apply.
The recent case of CJF has highlighted another situation where it may be possible to make "a will". In this particular set of circumstances, the will took the format of a settlement/trust document.
CJF had been born in 2005 and suffered severe neurological disabilities following complications at birth. A successful clinical negligence claim was made resulting in a lump sum damages award.
CJF’s father denied paternity and played no part in his life. His mother had looked after him during his early years but he was subsequently taken into foster care partly owing to the permanent damage to his mother's health because of the complicated birth.
A property was purchased and adapted for CJF’s needs following the settlement in which C JF and his foster carers and their two daughters lived.
CJF became terminally ill whilst still under the age of 18. The intestacy provisions would mean that his estate, which included the property valued at about £350,000, together with a further £310,000 would pass equally between his mother and his father. Nothing would pass to the foster carers who had very limited personal means themselves, meaning they would be unable to purchase the property from the estate.
An emergency application was made to the court who authorised the creation of a settlement enabling the foster family to keep the property, outright and free of tax, with the inheritance tax coming out of residue and the balance then passing to CJF’s mother.
The order does not set out the terms of the settlement but, presumably, there were no inheritance tax capital gains tax implications of creation of the settlement, taking advantage of the disabled trust regime.
Whilst an IPFDA claim might have been possible in the case, it was clearly preferable to resolve everything before CJF passed away, for a quicker and less stressful solution for all concerned.
The case provides an example of a flexible approach by the Court of Protection to a complex set of circumstances which could otherwise have resulted in particular unfairness. It is reminiscent of the earlier case of Bouette v Rose where a mother had to make a claim, following the death of her minor daughter who had received a damages award, under the Inheritance (Provision for Family and Dependants) Act 1975 to be entitled to the whole of the estate as she had had the sole carer of her daughter during her lifetime – the father having been absent for most of the child's life. The father was entitled to a one half share under the intestacy rules.
For more information
Please contact Donna Holmes.
Social housing providers will routinely have a number of construction projects underway at any one time. It is essential for client teams to understand and avoid key contract management pitfalls.
A recent case stands as a good reminder to employers to be careful when distinguishing between pensionable employment under a pension scheme’s rules and employment under a contract of employment.
By early morning on 3 May, it was clear that there had been a huge change in the composition of many councils across the country.
Following our new partner announcement, it is with great pleasure that we can announce additional promotions.
Even those of us with zero football knowledge will most likely know of the shenanigans at a Chelsea FC game this season.
The gig economy, the tensions between it, and our more established ways of working are rarely far from the news these days.
The case of Network Rail Infrastructure Ltd v Crawford  EWCA Civil 269 will not win awards for excitement but is useful guidance when dealing with workers’ rest periods under the WTR 1998.
Non-UK nationals will surely be worried about an uncertain future, with much still unclear. These feelings will inevitably accompany people to work, and so employers need to be prepared.
Pension disputes in the LGPS need to be dealt with through the Internal Dispute Resolution Procedure. Join Doug Mullen for a free 45 minute webinar on getting the process right.
To receive invitations to our events, as well as information and articles on legal issues and sector developments that are of interest to you, please sign up to Newsroom.