Private Client News

Deadlock Forces Sale When Family Inherits BusinessApril 22, 2014

When a family business is handed down and ownership is split between two or more members of the next generation, the result can all too...

Court Hearing Required to Resolve Bequest DisputeApril 9, 2014

When an estate is being administered, the administrator must meet any specific bequests in the will before distributing the remainder (the ‘residue’ in legal parlance)...

Joint Accounts and Mental CapacityMarch 21, 2014

If you are concerned about the future mental capacity of a relative or any other person with whom you have a joint bank account, it...

Solicitor’s Evidence Crucial in Undue Influence ClaimMarch 7, 2014

When an elderly couple fell out, the circumstances surrounding their land transfers meant that a court hearing was necessary to unscramble the position. The two had...

Late Claim Against Estate Rejected by CourtFebruary 24, 2014

The Inheritance (Provision for Family and Dependants) Act 1975 allows those who have been financially dependent on a person who dies to seek financial provision...

Couple Jailed for Misappropriation of Elderly Woman’s AssetsFebruary 10, 2014

The wisdom of having professional oversight of attorney arrangements has yet again been made clear following the conviction of a Teesside couple for defrauding the...

Supreme Court Upholds Will Signed in ErrorJanuary 24, 2014

In a landmark ruling, the Supreme Court has rectified the will of a man who signed his wife's will by mistake. Alfred and Maureen Rawlings made...

Avoiding Will DisputesJanuary 10, 2014

It is common for couples to make what are called ‘mirror wills’ – in which both wills contain essentially the same clauses. These wills are...

Unhappy Beneficiary Counts CostDecember 30, 2013

When a beneficiary initiated ‘considerable efforts’ to check up on the activities of the executor of a deceased woman’s estate, the decision to investigate the...

Mental Capacity is Task SpecificDecember 16, 2013

The law relating to mental capacity (the legal term for soundness of mind) does not stipulate that a person has to be ‘capable’ or ‘incapable’...