News
Lasting Powers of Attorney for International Clients
Making a Lasting Power of Attorney under the law of England and Wales (an “LPA“) – appointing someone to manage your affairs in England and Wales in the event of… Read more →
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News
Mergers and acquisitions of schools
Victoria Mahon de Palacios has written a piece on the responsibilities of trustees when considering and preparing for a school merger or acquisition, published in Charities Management. To read the… Read more →
News
Charitable gifts and cy-près
The recent case of Attorney General vs Zedra Fiduciary Services (UK) Limited and others [2022] EWHC 102 (Ch) has brought the concept of cy-près into the spotlight. Victoria Mahon de… Read more →
News
Making Charitable Aspirations a Reality
The unprecedented Covid-19 pandemic has impacted us all in so many ways – for some of us this extends to influencing new philanthropic ideas or even spurring some into finally… Read more →
News
Guarding against divorce when married couples are on charity boards
Following the divorce of Bill and Melinda Gates, Victoria Mahon de Palacios considered how trustees should respond to the risk of a divorce situation when married founding benefactors sit on… Read more →
News
Keeping to the rules when borrowing from a trustee
Funding is key to any charity meeting its charitable objects. As part of raising funds, borrowing will inevitably be one of the options for a charity to consider where other… Read more →
News
Part 1- The Resurgence of the Benevolent Society
The Covid-19 pandemic has sparked a tremendous amount of interest in employee benevolent societies or hardship funds. Sometimes described as one of the charitable sector’s best kept secrets these occupational… Read more →
Bulletins
Duties of Attorneys under a Lasting Power of Attorney (‘LPA’) for Financial Affairs
1. When does an Attorney’s authority begin? An LPA cannot be used until it has been registered with the Office of the Public Guardian (‘OPG’). If the LPA contains a… Read more →
Bulletins
Caring for elderly family members: out of pocket, out of mind?
Victoria Mahon de Palacios, Senior Associate in the Private Client team at Wedlake Bell, and a specialist in Court of Protection and elderly client work, discusses the recent case Re… Read more →
Bulletins
Wealth Management Update
Victoria Mahon de Palacios, a senior associate in the Private Client Team, summarises recent developments in the wealth management industry, including the upcoming changes to the taxation of non-domiciliaries and… Read more →