Setting Aside Trusts & Gifts for Mistake - A One Hour Guide

Introduction

Your distraught colleague has just realised that their client(s) have incurred a massive unintended tax or other liability by the settlement, appointment, advancement or gift the client(s) made on your colleague's watch: here is how you can help them.

This webinar will explore the law and procedure under which the court may set aside a gratuitous transaction by reason of a mistake, including a mistake as to its effect, and particularly its tax effect.

Practical advice will be given as to the dos and don'ts of such applications, explaining the current attitude of both the courts and HMRC, and providing answers to the tricky issues and problem areas that have been identified in the authorities.

The webinar is suitable for both contentious and non-contentious private client lawyers.

What You Will Learn

This webinar will cover the following:

• Rebirth of the jurisdiction in Pitt v Holt
• Summarisation in Kennedy v Kennedy
• Unconscionability in Gresh v RBC Trust Co (Guernsey) Ltd
• Tax avoidance in Bhaur v Equity First Trustees (Nevis) Ltd
• The very latest issues in JTC Employer Trustee Solutions Ltd v Garnett

This pre-recorded webinar will be available to view from Monday 6th October 2025

Alternatively, you can gain access to this webinar and 1,700+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.