PBC v JMA [2018] EWCOP 19
Gifts "PBC is the son of JMA, and was appointed as her sole attorney for property and affairs by a Lasting Power of Attorney ... He seeks the authority of the Court to make from JMA’s estate various gifts together exceeding £7 million. The purpose of such gifting, openly stated from the outset of the application, is to achieve - as long as JMA lives at least a further 3 years - reduction of inheritance tax liabilities. The parties have reached an agreement between themselves. Together, they ask the Court to make orders to give effect to their agreement. The matter was listed for hearing because the Court sought assistance in order to reach a conclusion as to whether or not the terms of that agreement are in the best interests of JMA."
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This case's neutral citation number appears in the following newsletters:Full judgment: BAILII
Subject(s):
- Deputyship cases🔍 Older deputyship cases can still be found in Category:Other capacity cases
Date: 16/4/18🔍
Court: Court of Protection🔍
Judge(s):
- Hilder🔍
Parties:
Citation number(s):
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Published: 2/9/18 21:58
Cached: 2024-12-10 05:36:16
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