Private Client News

Charity Bequests Hit All-Time HighDecember 4, 2015

The amount of money left to charities in the wills of deceased people reached an all-time high in 2014, totalling more than £2.2 billion. An analysis...

Change of Mind Proves Costly for PensionerNovember 16, 2015

The risks inherent in giving away assets prematurely were illustrated in a recent case, which involved a 76-year-old disabled woman and her son. In 2012, the...

Will Change Means Widower Will Lose HomeNovember 6, 2015

Many couples would be left scratching their heads if asked whether they own their home as 'joint tenants' or 'tenants in common'. However, in one...

Specific Evidence Not Needed for Attorney to Stand Trial for FraudOctober 22, 2015

The crucial importance of appointing a reliable person to act as your attorney, to manage your affairs should you no longer be able to do...

Expert Involvement Helps Win Will Change DisputeOctober 11, 2015

Everyone knows how fallible memory can be and also how easy it is to come to believe things that are not true. Normally, such aberrations...

Charity Succeeds in Challenging Lifetime GiftSeptember 27, 2015

Charities are well known for taking robust action when they consider that their interests have been impaired. In no case is this more obvious than...

Will Overridden by Court – What it Means for YouSeptember 14, 2015

A surprising decision by the Court of Appeal will disquiet anyone who wishes to leave a family member out of their will. Heather Ilott had been...

Undocumented Promise Leads to Four-Day Court BattleSeptember 1, 2015

Making a verbal family agreement over the distribution of one's estate and then trusting that everything will be sorted out amicably by the family shows...

Wealthy Pensioner Triumphs in Lasting Power of Attorney CaseAugust 20, 2015

A high net worth pensioner, who was reluctant to give up control of his fortune and laid down intricate conditions before signing a lasting power...

Unwatched Attorney Pockets £450,000August 4, 2015

A recent court case shows the wisdom of ensuring that there is effective supervision of anyone acting under a power of attorney, especially if substantial...