Private Client News

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’...

County Council Wrests Control of Dementia Sufferer’s EstateDecember 4, 2013

When a person loses their ability to function intellectually, dealing with their affairs can be extremely difficult unless there is a power of attorney in...

Intestacy Law Shake-Up Ahead as Bill Enters LordsNovember 19, 2013

Following an extensive consultation, the Government has introduced the Inheritance and Trustees’ Powers Bill into the House of Lords. The Bill aims to reform the laws...

Heir Hunters Convicted of FraudNovember 7, 2013

When ‘heir hunters’ approached three family members with the unexpected news that they stood to inherit money from a person who died without leaving a...

Will Clarity Means Grandchildren Denied InheritanceOctober 23, 2013

When the wording of a will is clear, the likelihood of a successful challenge is much reduced. A recent dispute over a woman’s will illustrates...

High Court Upholds Deathbed Will ChangeOctober 7, 2013

When a terminally ill man changed his will by codicil shortly before he died, in order to provide for the woman he had been living...

Court Rectifies Conveyance Executed by AttorneySeptember 23, 2013

When a widow gave a power of attorney to her solicitor in 1985, she also executed a conveyance over the property in which she lived...

Gifts Not Part of Estate, Rules CourtSeptember 2, 2013

An assertion that cash gifts of £100,000 each to his two daughters should be considered to be part of a deceased man’s estate was given...

Vulnerable Woman’s Will OverturnedAugust 19, 2013

A recent case concerned the estate of a woman who died in 2008 aged 98. One of her sons had lived with her during the...