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Office banter or a breach of the Equality Act 2010?

You might think that an Employment Tribunal would frown upon office banter. However, background context is often crucial, and evidence of ‘banter’ in some circumstances can protect an employer from a discrimination claim by helping them to explain what could otherwise be seen as discriminatory conduct.

Let’s look at the law

The Equality Act 2010 (the Act) views discrimination in terms of specific protected characteristics:

  • Age
  • Disability
  • Gender reassignment
  • Marriage and civil partnership
  • Pregnancy and maternity
  • Race
  • Religion or belief
  • Sex and sexual orientation.

Note with a discrimination claim; the claimant does not need any minimum length of service to bring a claim.

Harassment

The concept of harassment can be applied to all parts of the Act (i.e., the protected characteristics) except pregnancy, maternity, marriage, and civil partnership.

The definition of harassment under the Act is as follows:

“a person (A) harasses another (B) if A engages in unwanted conduct related to a relevant protected characteristic which has the purpose or effect of either:

(i) violating B’s dignity; or

(ii) creating an intimidating, hostile, degrading, humiliating or offensive environment for B”.

When deciding if conduct should be regarded as having the effect of either (i) or (ii) above, the following aspects are considered:

  • the perception of B;
  • the other circumstances of the case; and
  • whether it is reasonable for the conduct to have that effect.

In law, a one-off incident can amount to harassment, and the victim need not have made the perpetrator aware that the conduct was unwanted.

Let’s look at a recent case

In the case of Evans v Xactly Corporation Limited, the Claimant was a sales representative and alleged that being called a “fat ginger pikey” raised claims under the Act.

He alleged that being referred to as “fat” was both harassment and discrimination due to his disability (he relied on conditions caused by an overactive thyroid and type 1 diabetes) and alleged a race discrimination complaint around the use of the word “pikey”, which was based on his association with the travelling community.

In considering the test set out in the Act, the Tribunal found that the office culture was one where teasing and banter were common. It found that the Claimant would often reply in kind, calling one colleague a “fat paddy”. Other phrases bandied about included “salad dodger” and “fat Yoda”.

The Tribunal noted that understanding the context in which behaviour occurs can be crucial to understanding its meaning, and both the Employment Tribunal and Employment Appeal Tribunal concluded that the comments complained of did not amount to harassment under the Act.

They found that:

“…the office culture was of jibing and teasing; a way of operating which appears not to be unusual for competitive sales people working under stress to achieve their targets.”

And that:

“…the Claimant was an active participant in inappropriate comments and behaviour in the workplace and seemingly comfortable with the office culture and environment.”

Therefore, the comments in question did not have the effect of violating his dignity. However, the Tribunal conceded that:

“In other contexts and circumstances they might have done, but harassment claims are highly fact sensitive and context specific.”

Let’s sum up

This case should certainly not be viewed as a green light for employers to think that such an office culture is acceptable or without problems. The safest route, by far, is for employers to ensure that their workplace environment is professional, respectful and free of offensive comments, no matter how well intended.

Karen Cole has over ten years of experience practising employment law. If your office banter has overstepped the mark, call Karen today.


Safeguarding’s vital when appointing others to act

Have you considered who would manage your affairs and make decisions if you have an illness or accident that leaves you incapable of looking after things yourself? A Lasting Power of Attorney (LPA) enables you to appoint someone you trust to look after your financial affairs or your health and welfare with minimum effort, delay and expense.

The application process has become much simpler since an online system was introduced a few years ago, which has encouraged many more people to prepare an LPA, with digital applications soaring from 14,000 in the year to March 2014 to 164,000 to March 2017. Paper applications have also risen, and almost 560,000 registrations were made in the year to March 2017, compared with 200,000 in March 2012. But while easier to make, they are also easy to abuse if safeguards are not implemented.

Unfortunately, that is demonstrated by reports of a significant increase in the number of investigations into the actions of attorneys and deputies who have been appointed under an LPA. These have increased by more than 40% in the past year – 1,729 investigations were carried out in 2017-18 – up from 1,199 the previous year, according to the Office of the Public Guardian, which is responsible for administering LPAs.

While the DIY process makes the process more accessible, professional guidance can make the difference in ensuring adequate control on those acting as attorneys to help avoid mistakes or, in the worst case, abuse.

An LPA is a valuable tool, but the right safeguards must be in place, and everyone needs to understand what is involved and the responsibilities it brings.

Understanding Lasting Powers of Attorney

Why have one?

You may want to allow someone else to manage your affairs for many reasons. While the obvious situation is if you are older or ill, an LPA can be useful if someone is undertaking long-term travel or working overseas for a corporate employer.

Using a Property & Financial Affairs LPA, you can appoint someone to look after your financial affairs on your behalf. You can also make a Health & Welfare LPA, which can be used to appoint someone to deal with issues such as where you live and medical treatment if you become mentally incapable.

Without an LPA, if someone becomes mentally incapable, whatever their age, their financial and personal affairs must be managed by a deputy appointed by the Court of Protection. Generally, this makes for a slow and potentially expensive business for families, who must apply to the Court for permission to undertake transactions.

How do they work?

Once an LPA has been made, it must be registered with the Office of the Public Guardian before attorneys can act, with a fee of £82 per LPA. Once registered, the LPA can be submitted to any institution, such as a bank or utility provider, under a financial LPA or to health or care professionals under a health & welfare LPA, enabling the institution to deal directly with the appointed attorneys.

An attorney under a health and welfare LPA can only decide on your behalf if you cannot decide for yourself.

In the case of financial affairs, once the LPA is registered, your attorneys will have the power to enter into any transaction unless you have specifically forbidden it, so they can deal with investments and write cheques. If you are mentally capable, the attorney should only do what you authorise them to do – for example, if you had physical issues that made it difficult to attend a meeting or sign documents. You instructed the attorney to act on your behalf. If you become mentally incapable and are no longer capable of authorising or consenting to the attorney’s decisions or actions, the attorney can make decisions and do things on your behalf. However, there is no cut-off point at which you are presumed to be incapable; capacity is decided on a decision-by-decision basis, and the attorney must do everything practicable to help you arrive at your own decision on every occasion.

Three steps to LPA confidence

  1. Choose attorneys carefully

    An attorney has far-reaching powers, and problems are likely to arise if they do not appreciate their role or if there are insufficient checks and balances in the process.

    Being granted authority may draw some attorneys into abuse of their position with intentionally fraudulent activity, but it is just as likely to be a misuse of power by family members, who justify their actions as being acceptable because they are making use of assets that will come to them in the end, or because they feel it is reasonable to have a financial contribution for what they do for their relative. Before appointing an attorney, think about how well they look after their own finances, how well you know them and how sure you are that they will make the right decisions for you. Even where an attorney acts with the best intentions to respond to the trust placed in them, if they are disorganised or indecisive, this can impact their ability to make good decisions, just as much as if they are self-serving.

  2. Make attorneys accountable

    You can appoint two attorneys and require that they are both involved in each decision, although that can complicate transactions. Another option is to appoint, alongside a family member or friend, a professional attorney whose job it would be to undertake regular checks on how matters are being handled. Alternatively, you can include a requirement within the LPA for the attorney to consult with a third party if a decision exceeds a given threshold or for specific assets. This would allow you to restrict the sale of property or investments without the input of a professional, for example. At the very least, a clause within the LPA appointing a third party to check whether attorneys act within the scope of their authority annually is a good idea. Even where there is no specific requirement within the LPA, the Office of the Public Guardian can ask an attorney to account for their dealings with any money they handle, and so attorneys should be advised to keep financial statements and receipts carefully.

  3. Give good guidance

    As well as careful selection and ongoing checks on attorneys, it is important that an attorney has guidance to help them understand their fiduciary and statutory responsibilities and how to satisfy them at the outset.

    They should appreciate how their role should be performed regarding the Mental Capacity Act 2005 Principles and Code of Practice, particularly in how they consult with the donor of the LPA and help the donor to make their own decisions, if possible. They should also be made aware that they must not benefit from their position or use money or property for their own benefit, whatever their relationship to the donor, and even where they imagine it would not pose a problem if the donor were not mentally incapable. Recognising that they may need to get expert advice, whether legal, financial or otherwise, is also important if they are to act within the reasonable standards of care and skill required by an LPA.

For further advice and information, contact James McMullan today.

Note: This article is not legal advice; it provides information of general interest about current legal issues.


What lies beneath…

Back in 2013, prompted by changes under the Land Registration Act 2002, some estate owners had their legal advisers trawl through their old deeds to identify and register certain interests which needed protecting.

In doing this, they uncovered evidence that title to some mines and minerals had been severed from the ownership of the surface land decades or even centuries earlier. While not all rights to mines and minerals needed protection by registration, estate owners applied to register them voluntarily anyway.

Prior to this, when a surface owner bought (as it thought) the whole of the land, it may not have known about such mines and mineral rights because many had not been registered at that time.

So, what’s the position if you own the surface property, someone else has the rights to the mines and minerals, and you want to carry out works beneath the surface, such as laying foundations?

Some of these interests limit mines and minerals to a certain depth. So, it may not be an issue if you don’t excavate to that depth. However, if you do, the owner could technically claim trespass, but they would need to establish that they had suffered some loss.

What if you’re buying a property and such interests beneath the surface are revealed? What’s the risk? And what can you do?

Mines and minerals don’t have to be anything valuable, and the Land Registry has been known to register titles where they formed the ordinary bedrock of the local area. These interests often cover vast areas of land. So, whilst such interests may exist, the commercial risk of anything happening with them could be low.

What remedies are open to me?

A mining search should be obtained, and generally, it will always be prudent to seek title indemnity insurance to cover the risk. Be wary of approaching the owner of a mineral to find out if it is prepared to sell its title, as this would likely result in unavailable insurance.

John Gillette has over 15 years of experience dealing in commercial property.

Note: This article is not legal advice; it provides information of general interest about current legal issues.


Can you ever be too young to create a Lasting Power of Attorney?

If you are 18 or over and have mental capacity, you can create a lasting power of attorney (an LPA), which can be used to deal with such situations.

An LPA will ensure that the people you appoint as your attorneys can care for your health and welfare needs and your financial obligations. In the event of a recovery, you can assume control of your affairs again without terminating the LPA.

You can even use a property and financial affairs LPA while you have mental capacity. For example, you could authorise your attorney to make some payments from your account while you are out of the country or to sign certain documents on your behalf.

What is an LPA?

LPAs were introduced by the Mental Capacity Act 2005 (the Act). An LPA is a legal document that allows an individual to appoint one or more persons to act as their agent (i.e., attorney) to help them make decisions on their behalf and in their best interests if they’re incapacitated.

There are two types of LPA:

  1. a health and welfare LPA; and
  2. a property and financial affairs LPA.

You can appoint the same or different attorneys in each LPA.

If you lose mental capacity, your attorneys can only act under your health and welfare LPA. This type of LPA allows your attorneys to make decisions – yes, you guessed it – about your health and welfare, like whether you should stay in your own home or move into a care home, what medical treatment you should or shouldn’t have, and even down to what you eat, drink and wear.

Conversely, you can choose when your attorneys can act under a property and financial affairs LPA: either with your permission or only if you lose mental capacity. Various financial institutions recognise this type of LPA, allowing your attorneys to manage your bank accounts and investments and even sell your home. You do not need to have a lot of money to make this kind of LPA, and having it would allow your attorney to apply for any benefits you may be entitled to.

LPAs are invalid unless registered with the Office of the Public Guardian (the OPG).

Wouldn’t my family just take care of everything if something happened to me?

Your bank may not give your family access to your accounts if they have not been appointed as an attorney under a property and financial affairs LPA. This could mean they cannot meet your mortgage payments or any other financial obligations you might have. This could have a devastating impact on your family. In that situation, your next of kin must apply to the Court of Protection for a Deputyship order, a time-consuming and expensive process.

Regarding your health and welfare, while it is likely that doctors would discuss any treatment with your family, your family will not have a right to object to treatment. They can only do this if they have been appointed as an attorney. You cannot make an LPA if you no longer have mental capacity. Again, your family must apply to the Court of Protection for a Deputyship Order.

Can I create just one LPA?

Yes. The two LPAs are independent of one another. If you have appointed someone as an attorney for your health and welfare decisions, they will not automatically be entitled to manage your finances. It can be useful to have both LPAs as the attorneys can work together and utilise your finances to provide you with the best care.

How can I change my attorneys?

Once an LPA is created, you can only make a few changes to it. One of the permitted changes includes removing an attorney. However, if you wish to replace an attorney, you must revoke your LPA and create a new one. You will have to pay the registration fee(s) again.

Can I make my LPA without a solicitor?

While creating an LPA without a solicitor is cheaper, you will benefit from taking legal advice before creating such a powerful document giving people the right to make decisions on your behalf.

By obtaining legal advice, you can better understand the decisions an attorney can make on your behalf and ensure that your attorneys understand that they must follow the principles set out in the Act. This can ensure that your attorneys are not misusing their powers.

Further, your solicitor can ensure that any instructions and preferences included in your LPA are acceptable to the OPG. One of the main reasons why the OPG refuse to register an LPA is because someone has inserted a badly written restriction or instruction, which makes the LPA unworkable. If you do not insert anything in these sections, your attorney will be free to make any decision which follows the Act.

Your solicitor can suggest some instructions and preferences to insert that will safeguard you and your assets, e.g., producing annual accounts, restricting the sale of your property, or limiting the value of gifts your attorneys can make from your funds.

Contact James McMullan today if you would like to discuss LPAs and how we can help safeguard your future.


Death and taxes are said to be the two certainties of life…

It is thought that nearly 60% of adults in the UK do not have a will. Therefore, when the inevitable happens, and you have not created a will, your death creates an intestacy. This means that the assets and belongings in your sole name and your share of any assets in joint names are distributed in accordance with the Intestacy Rules.

Infochart The Intestacy Rules 2023 Update

For a larger image of the above picture, please click here.

While this outcome may suit some, the Intestacy Rules are not the most tax-efficient way to distribute your assets. Further, the rules can seem outdated and arbitrary as they do not cater to cohabiting couples or long-term relationships.

If you are cohabiting or in a long-term relationship, you must create a will to ensure that your partner (and any children) are catered for following your death.

Why make a will?

If the Intestacy Rules do not distribute your assets as you would like, you must create a will. This will give both you and your loved ones peace of mind. Losing a loved one is difficult enough. A will can provide loved ones with a form of security to know that they will be supported even after you are gone.

A will can go beyond the scope of financial aspects and appoint guardians to look after young children and manage their financial affairs.

In general, your finances and your will should be reviewed every 18 to 24 months and always on a major life-changing event such as a birth, marriage, divorce or death or an increase in wealth. Taking the time to think about your assets will also prompt you to think about the Inheritance Tax liability of your estate.

Taxes after death

In England and Wales, Inheritance Tax is charged on all your assets in your sole name and your share of any assets in joint names. The first £325,000 (the current Nil Rate Band) of your assets are charged at 0%, and the remaining balance is charged at 40%. The percentage of any unused nil rate band can be transferred to a surviving spouse or civil partner. Thus, with some simple tax planning, you can potentially double the Nil Rate Band to £650,000. Other reliefs and exemptions can reduce the value of your estate charged at 40%.

One way of doing this is by utilising your residential nil rate band (also known as the “additional threshold”). This relief can increase the value of the estate charged at 0% by £125,000. However, this relief is available subject to certain requirements being met. Speak to one of our estate planning solicitors to find out more.

Lifetime gifts

Another well-known estate planning technique is to make lifetime gifts. This is often referred to as the seven-year rule. Again, care should be taken when making lifetime gifts, as any gifts that are subject to a reservation (such as parents who gift their house to their children but reserve the right to live in it as if it’s their own) will be clawed back into the estate for Inheritance Tax calculation purposes. Further, there are occasions when HMRC can inquire about gifts made beyond the seven-year period. Ideally, both the donor and recipient of the gift should receive independent legal advice before making a gift to reduce Inheritance Tax liability.

Why instruct solicitors?

While creating an online “do it yourself” will is cheaper, a carefully crafted will and good estate planning advice will help you reduce your estate’s Inheritance Tax liability.

Good estate planning will ensure that you fully utilise the many other Inheritance Tax exemptions and reliefs available to you, which are not covered by this note due to their number.

Further, professional advice will reduce the risk of creating an invalid will, which does not fully comply with the requirements of the Wills Act 1837. A non-compliant will results in the whole estate being distributed under the Intestacy Rules. Similarly, a partial intestacy can also be created with a poorly drafted will. This means that some assets will pass under the will, and the remaining assets will pass under the Intestacy Rules.

Finally, there has recently been an increase in the number of claims made against an estate under the Inheritance (Provision for Family and Dependants) Act 1975. Individuals can claim under this act when they believe the Intestacy Rules or the will has not made a reasonable financial provision for them. It is important to consider this when making a will in an attempt to mitigate potential claims.

For more information, contact James today.

Note: This is not legal advice; it is intended to provide information of general interest about current legal issues.


New trade mark rules simplify counterfeit challenges

The EU Intellectual Property Office ruled that McDonald’s had not been able to prove genuine use of the name Big Mac as either a burger or restaurant name and that the trade mark they registered back in 1996 should be cancelled. This ruling opens the door to expansion for Galway-based Supermac as it can register its brand as a trade mark in the UK and Europe. McDonald’s had used the brand name’s similarity to Big Mac as a reason to block previous expansion outside Ireland, even though the Supermac company name had been based on the founder’s nickname when the food chain was established in 1978.

Commercial lawyer Veronica Hartley said:

“This was a real David and Goliath case and demonstrates how important it is to protect your brand whatever your company size. It is also a good example of why you need to look ahead and anticipate where your company may go in future. If Supermac had registered their trade mark in other jurisdictions when they started out, they would have been in a stronger position when McDonald’s came along.”

The ruling in the case coincided with changes to UK trade mark law which came into force recently (14 January 2019) and saw amendments introduced to the Trade Mark Act 1994 as a result of the new EU Trade Marks Directive 2015/2436/EU. The Directive is focused on harmonising the law at the national level across member states and offers brand owners new ways to fight counterfeiting and misuse of trademarks within company names, as well as introducing new procedures for registration, renewal and restoration. Some of the key changes are:

  • marks can be represented in forms other than graphically, allowing online filing in electronic formats, so that sounds, multimedia, animation or holograms may all be registered. A graphical representation will still be required for registration under the international Madrid system;
  • technical function restrictions have been extended, so these apply not only to shape but also to any other characteristic which performs a purely technical function;
  • the Intellectual Property Office will no longer notify applicants if any conflicting trade mark has expired at the date of filing, meaning applicants need to conduct searches themselves for any trade mark that has expired less than a year before their application, as these could be restored or renewed;
  • proof of use, which may be used in any opposition proceedings, will no longer be effective from the date of publication but will instead be counted from the date of filing, which will need to be borne in mind when counting down for the challenge on the five-year period for non-use;
  • when owners believe counterfeit goods are being exported bearing their trade mark, they will no longer have to prove they are the right holder to detain the goods; instead, the burden of proof will be with the exporter to show that the holder does not own the right;
  • owners will have extended rights to act against those producing packaging, labels, or other materials to be used on counterfeits, even where the producer is unaware that they are acting without authority;
  • dictionary usage that identifies a trade mark as a generic term will be open to correction, including the option of a court order for amendment of a publication;
  • easier rules for restoration of a lapsed trade mark will require applicants to demonstrate only that the failure to renew was unintentional, where previously, a decision had to be made as to whether it was just to allow the renewal; and
  • the ‘own name’ defence for the use of an existing company’s name has been removed for company names, so in future, this will be an infringing act and will be allowed only for personal names.

Veronica added:

“The amendments to UK law are mainly straightforward and many people will have come across them as they have already been implemented into EU Trade Mark Law.

The one that may cause some controversy is the change to the own name defence as this is not being applied retrospectively, so we will have situations where long-standing companies continue to use a name that would fail under the new infringement provisions. We will have to see how the courts tackle this.”

For more information, contact Veronica Hartley today or click here to make an appointment.


Misbehaviour at the office Christmas party?

Whilst it would be hoped that most employees return to work following a Christmas break with nothing more remarkable than the post-Christmas blues, on occasion, employers can be dealing with the fallout from an office party disaster.

Employers can be held vicariously liable for discriminatory acts of employees – even if the event is held off-site and out of normal working hours.

The same can be said for liability for injury to a member of staff inflicted by another. Recently, in the case of Bellman v Northampton Recruitment Limited, the Court of Appeal ruled that a company was vicariously liable for the conduct of its Managing Director at a Christmas party following a physical attack on one of the employees by the MD, leaving the employee severely disabled.

In 2015, in an equally strange set of facts, a claimant brought an unfair dismissal claim in Westlake v ZSL London Zoo. At London Zoo’s Christmas party, zookeeper Ms Westlake got into a fight with a colleague over a love triangle involving another zookeeper. The exact details of the incident were disputed, but one of the individuals was hit in the face with a glass that Ms Westlake was holding. London Zoo decided to dismiss Westlake for fighting with a colleague, with the other member of staff involved given a final written warning. The tribunal stated that since the employer was unable to determine who started the fight, it was legitimate to dismiss both individuals or give both final written warnings – it was unfair to treat them differently. The unfair dismissal claim was upheld, but the tribunal decided to reduce the award to zero because of the conduct of the claimant.

A further example of the perils of the Christmas party is Bhara v Ikea Limited, in which, what is described as a tussle took place between two colleagues. Mr Bhara was dismissed, and it was found that the dismissal was within the range of reasonable responses and was, therefore, fair, even when the employees involved in the incident did not feel it was particularly serious.

These cases are ample demonstration of the perils of the office Christmas party and the potential risks it can pose for employers. If misconduct occurs at the Christmas party, employers should ensure that they conduct a reasonably thorough investigation before any disciplinary action. Furthermore, in advance of the Christmas party, at risk of being accused of being the “Fun Police”, employers should have a clear policy on what standard of behaviour is acceptable and ideally issue a statement to employees in advance of the party to remind all staff.

For further advice and information, contact Karen Cole today.

Note: This is not legal advice; it is intended to provide information of general interest about current legal issues.


Millennials moving away from marriage

As to the likely cause of this shift in Millennials behaviour, there have been many theories put forward:

  1. The high costs of the wedding day, when balanced against the pressures of the private rental market and the drive to make that first step onto the property ladder.
  2. The fear of social stigma attached to divorce. A recent BBC News article interviewed several under 30 divorcees to gather their views. The majority have regretted marrying young and now warn their friends and family against following the same path.
  3. The perception that marriage is an archaic institution developed with patriarchal views. In a political and social climate which strives for gender equality, many young adults do not believe marriage is an avenue that supports those ambitions.

Our Family law specialist, Pippa Marshall, has another viewpoint to consider…

“An increasing percentage of Millennials are becoming more aware of their legal rights and feel that they don’t perhaps need the ‘safety net’ of marriage to protect their assets or defend financial claims should a separation occur.”

Unfortunately, this “awareness” is coming from a plethora of resources of varying accuracy. The phrase “common law marriage” is too often quoted as gospel and thus significantly misconstrued. Even national insurance companies, on their quotation forms, offer a relationship definition of “Common Law Partnered”. Put simply, there is no such legal principle as a common law wife or husband. Unmarried persons, with or without children, are protected financially by the law but not to the extent in which married persons are.

Pippa further explains;

“Married couples, when resolving their financial circumstance, rely upon one area of law and this encompasses their claims in respect of all their financial assets. Conversely, for unmarried couples these claims are protected but treated differently by being split into several strands. For example, an unmarried couple with a joint property, joint business endeavour and two children would rely upon potentially three different areas of law to resolve their claims in the event of disputes. The thresholds to pursue a successful claim vary greatly from those prescribed for disputing married couples.”

Evidently, in Pippa’s view, the phrase “common law marriage” should, in fact, be the “common law myth”. However, unmarried millennials can rest assured that a range of laws protect their financial assets should their relationship end. It is imperative that these couples understand the different strands of our legal system so that they can make informed decisions and take prompt steps, practically and/or legally, to resolve any disputes which arise.

While fewer people are marrying young, a growing number of couples marry later in life. By this time, they may have developed assets or have children from a previous relationship. We will speak with Pippa again in the New Year, looking at the proactive steps couples should take before mid-life marriage and the merits of a Pre-Nuptial Agreement.

Speak to family solicitor Pippa Marshall today.

Note: This article is not legal advice; it provides information of general interest about current legal issues.


Caste discrimination at work

The term caste denotes a hereditary, endogamous (marrying within the group) community associated with a traditional occupation and ranked accordingly on a perceived scale of ritual purity.

For those unaware of the workings of the caste system, the terms can be baffling, with different names used to identify the lowest castes and different groups having different statuses depending on the caste system to which they belong.

In July 2018, the government published the outcome of a consultation on whether legislation was needed to protect against caste discrimination. The government decided that it would not legislate in this area but would rely on emerging case law. This means an arguably more laissez-faire approach of allowing case law to develop, in which it is argued that caste is covered by the current definitions of race or religious belief.

There is clearly an overlap between religious belief and race discrimination with caste discrimination, but the larger question will be whether some forms of caste discrimination will fall outside of the scope of either of these two forms of discrimination. Some castes are based on occupation or profession; therefore, individuals suffering the effects of this type of discrimination may not be protected.

The Equality and Human Rights Commission’s response to the government’s decision was:

“The government has missed a crucial opportunity to improve legal clarity and has taken a step back by looking to repeal the duty to include caste as an aspect of race in the Equality Act 2010. This is inconsistent with the UK’s international obligations to provide for separate and distinct protection for caste in our legislation.”

As things stand, those who claim to be victims of caste discrimination are now reliant on ‘caste discrimination’ being captured under race and/or ethnic origins within section 9 of the Equality Act 2010.

Where a claimant has been treated less favourably because they are believed to be a member of, or descended from, a separate race or ethnic group, the existing provisions of section 9 should come into play. However, whether this is an improvement on a statutory definition is questionable.

Call employment solicitor Karen Cole today if you have been affected by any of the issues raised in this article.

Note: This article is not legal advice; it provides information of general interest about current legal issues.


When the end of summer spells the end of a marriage

When Angelina Jolie filed for divorce from Brad Pitt in 2016, it followed a family disagreement on board a private jet taking the couple and their six children back to the United States from the South of France. Despite Jolie submitting the petition immediately, the couple separated. According to news reports, two years down the line, it has yet to be heard in court, with financial submissions taking a back seat while the couple continues to battle over custody.

In the UK, no-fault divorce has come a step closer with the news that the Government is planning to overhaul the law, but even in situations where everyone agrees, reaching a final outcome can take much longer than couples ever imagine, so the advice is to focus on the practicalities, which can be far-reaching.

“Thinking clearly, setting aside high running emotions and avoiding point-scoring can make the difference if the worst happens. You also need to look at the bigger picture and consider how the relationship impacts on every aspect of your life.

Something often overlooked is getting an up to date will in place. If you have an existing will that leaves everything to your spouse, it will remain valid until the decree absolute is confirmed, even if you have separated or received your decree nisi.

Equally, if you do not have a will and something were to happen to you before the divorce is completed then the intestacy rules would apply. These govern what happens when someone dies without a will, and, again, the spouse you are divorcing would benefit.

Updating or making a will ensures that your estate reflects the outcome that you want, which is important if you have children or if you have moved into a new relationship.”

Infochart The Intestacy Rules 2023 Update

For a larger copy of the above picture, please click here.

Recently, a new partner had to make a legal challenge to secure provisions for her infant children when their father died before the divorce to his former wife was complete. Bianca Corrado had a long-term affair with Malkiat Singh Ubbi, but his will had not provided for the children, aged three and six months, meaning the only route open to Corrado was to bring a claim on their behalf under the Inheritance Act for provision as dependents. In Ubbi v Ubbi, the High Court awarded almost £400,000 to the children from the £3.5m estate, and the case is likely to be used as future guidance for similar Inheritance Act claims on behalf of infant children in the future.

“In this case the court had to make a reasoned decision, but it may well be that the children’s father would have been more generous if he had made provision in his will. This was a positive outcome for the children but taking a case to the High Court is not an option for many people. Many people don’t like to deal with making a will, for all sorts of reasons, but the fallout for those left behind is worth keeping in mind.”

RIAA Barker Gillette’s private client team has a lot of experience drafting wills and advising on estate planning. Call James McMullan today.

* The research was carried out by a team from the University of Washington and involved divorce petitions in Washington, DC, over a 14-year period.

Note: This article is not legal advice; it provides information of general interest about current legal issues.


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