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State of play: case summaries

Elizabeth Eyre and Jennifer Ridgway examine recent cases involving the taxation of offshore trusts, the appointment of suitable deputies and the arbitration of a family feud

30 November 2015

P was a widow aged 97. She had two children; M, who lived locally and who was appointed P's deputy in June 2010 and G, who now also lived locally after previously living abroad. G had run a business which 'went bust' and had a conviction for shoplifting.

G applied to the court for an order appointing her to be a joint deputy with her brother, M, and for him to produce an account of his handling of P's financial affairs. Failing that, G applied for a panel deputy to be appointed.

M objected to the application on the basis that G was not suitable to be a deputy, that they did not get on
and it would not be practical. Further issues arose as G had complained constantly about the quality of the care her mother was receiving, and the nursing home had banned her twice from visiting. M also provided evidence of his management of his mother's financial affairs.

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