Home » Posts taggedLitigation (Page 77)

Australia: Litigation Privilege does not apply to Tax Advice from Accountancy Firms

bit.ly/3uz5N2Scgw.com.au/publication/it-depends-does-the-accountants-concession-apply-to-my-clients-tax-advice/#page=1 See also:www.cornwalls.com.au/cub-australia-holding-pty-ltd-v-commissioner-of-taxation-2021-fca-43/www.minterellison.com/articles/federal-courts-decision-in-commissioner-of-taxation-v-pwcwww.clydeco.com/en/insights/2022/03/legal-professional-privilege-commissioner-of-taxatwww.judgments.fedcourt.gov.au/judgments/Judgments/fca/single/2022/2022fca0278jws.com.au/en/insights/articles/2022-articles/lpp-smorgasbord%E2%80%9D-wars-commissioner-not-entitled-towww.claytonutz.com/knowledge/2022/march/review-your-engagements-with-multidisciplinary-partnerships-involving-non-lawyer-tax-advisers-to-ensure-privilege-will-not-be-lostwww.claytonutz.com/knowledge/2022/april/privilege-and-multidisciplinary-partnerships-federal-court-hands-down-critical-privilege-guidancepinpoint.cch.com.au/news/csh-da-filter!WKAP_TAL_YAITTNEWS_REFERENCE/legauUio3493186sl1335655732/what-is-the-difference-between-a-tax-accountant-and-a-tax-lawyerwww.wolterskluwer.com/en-au/expert-insights/what-is-the-difference-between-a-tax-accountant-and-a-tax-lawyerwww.corrs.com.au/insights/legal-professional-privilege-lessons-learned-for-multi-jurisdictional-or-multi-disciplinary-matterspiperalderman.com.au/insight/crack-down-on-the-use-of-legal-professional-privilege-protections-by-federal-court-of-australia-what-you-need-to-know-as-a-multidisciplinary-practice-or-are-engaged-with-one/riskandcompliance.freshfields.com/post/102ieuh/mind-your-privilege-recent-developments-in-the-law-of-privilege 0
Continue reading
Australia, Divorce, Litigation, Tax

UK: Using non-lawyer Tax Specialists – the Privilege Pitfall

www.addleshawgoddard.com/en/insights/insights-briefings/2020/litigation/using-non-lawyer-tax-specialists-the-privilege-pitfall/www.latham.london/2020/10/court-of-appeal-professional-privilege-must-pass-the-dominant-purpose-test/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+Lathamlondon+%28Latham.London%29#page=1www.dechert.com/knowledge/onpoint/2020/11/once-more-unto-the-breach–the-frc–strategic-tax-advice-and-lit.htmlcollyerbristow.com/longer-reads/litigation-privilege-does-not-apply-to-tax-advice-from-accountancy-firms-rules-high-court/ See also:www.traverssmith.com/knowledge/knowledge-container/a-question-of-purpose-litigation-privilege-and-the-financial-reporting-council-ltd-v-frasers-group-plc/globalinvestigationsreview.com/guide/the-practitioners-guide-global-investigations/2021/article/privilege-the-uk-perspectiveWhen can lawyers keep documents confidential on privilege grounds? (stewartslaw.com)www.stewartslaw.com/news/tax-appeal-decision-provides-important-lessons-on-use-of-expert-evidence/www.rpc.co.uk/perspectives/tax-take/tax-tribunal-confirms-documents-sought-by-hmrc-were-legally-privileged/#page=1www.rpc.co.uk/perspectives/tax-take/tax-bites-june-2022/#page=1www.dacbeachcroft.com/en/articles/2022/july/wiseman-v-hmrc-a-reminder-of-the-limitations-of-legal-advice-privilege-in-regulatory-proceedings/www.rpc.co.uk/perspectives/tax-take/documents-subject-to-legal-advice-privilege-not–disclosable/#page=1riskandcompliance.freshfields.com/post/102ieuh/mind-your-privilege-recent-developments-in-the-law-of-privilege 0
Continue reading
Litigation, UK Divorce, Litigation, UK Divorce, Litigation, Regulatory, UK Litigation, Trusts, UK

UK: Changing Approaches to Capacity in Relation to Wills

bit.ly/2MNkDCbblog.macfarlanes.com/post/102gxhc/banks-v-goodfellow-stands-the-test-of-timewww.stewartslaw.com/news/do-delusions-affect-testamentary-capacity/www.charlesrussellspeechlys.com/en/news-and-insights/insights/private-client/2023/assessing-capacity-to-make-a-will–recent-case-suggests-a-new-approach/Writing a will: Assessing a testator’s capacity (boyesturner.com)www.boyesturner.com/news-and-insights/understanding-testamentary-capacitywww.kingsleynapley.co.uk/insights/blogs/dispute-resolution-law-blog/making-a-will-following-a-diagnosis-of-dementia-and-avoiding-validity-challenges#page=1 See also:brodies.com/insights/professional-negligence-discipline-and-regulation/wills-and-executries-learning-the-hard-way/www.birketts.co.uk/insights/legal-updates/the-latest-on-testamentary-capacitywww.rlb-law.com/briefings/tax-private-client/clitheroe-v-bond-2020-testamentary-capacity-revisited/blog.charlesrussellspeechlys.com/post/102gycg/banking-on-banks-appeal-judgment-gives-some-clarity-regarding-the-challenge-tocollyerbristow.com/longer-reads/clitheroe-v-bond-case-providing-clarity-for-practitioners/hsfnotes.com/pwtd/2021/06/21/the-correct-test-for-testamentary-capacity-banks-v-goodfellow-or-the-mental-capacity-act/#page=1www.birketts.co.uk/insights/legal-updates/expert-opinion-and-testamentary-capacityanthonygold.co.uk/latest/blog/what-does-it-mean-to-make-a-will-of-sound-mind-and-how-can-i-dispute-a-will-for-lack-of-capacity/www.simpsonmillar.co.uk/media/can-someone-with-dementia-make-a-will/www.wilberforce.co.uk/absence-of-evidence-lack-of-capacity/www.kingsleynapley.co.uk/insights/blogs/dispute-resolution-law-blog/back-to-basics-with-testamentary-capacity#page=1www.boyesturner.com/news-and-insights/testator-did-not-have-capacity-what-can-you-dowww.boyesturnerclaims.com/news/what-statutory-will-and-when-one-neededwww.kingsleynapley.co.uk/insights/blogs/dispute-resolution-law-blog/disputing-a-will-on-the-basis-of-undue-influence#page=1www.boyesturner.com/news-and-insights/challenging-testamentary-capacity-and-undue-influence-will-disputeswww.footanstey.com/our-insights/articles-news/assessing-testamentary-capacity-lessons-from-leonard-v-leonard/www.irwinmitchell.com/news-and-insights/expert-comment/post/102j7u0/facing-facts-denial-of-dementiawww.irwinmitchell.com/news-and-insights/expert-comment/post/102j4g6/dementia-action-week-living-well-with-dementia-early-diagnosis-and-early-prepa 0
Continue reading
Litigation, UK, Wills Canada, Litigation, Tax Israel, Litigation, Tax Litigation, Tax, US

UK: HMRC ordered to pay taxpayer’s costs due to its unreasonable behaviour

www.rpc.co.uk/perspectives/tax-take/cheshire-centre-hmrc-ordered-to-pay-taxpayers-costs-due-to-its-unreasonable-behaviour/#page=1www.rpc.co.uk/perspectives/tax-take/hmrc-ordered-to-pay-taxpayers-costs-due-to-unreasonable-behaviour/#page=1 See also:www.rpc.co.uk/perspectives/tax-take/taxpayers-application-for-a-protective-costs-order-against-hmrc-refused/#page=1 0
Continue reading
Litigation, Tax, UK