Private Client News

Care Defeats Will ChallengeMarch 22, 2013

When an elderly woman left a will that excluded one of her sons, who had been charged with (but not convicted of) several counts of...

Unexpected Debt Causes Shock for ExecutorMarch 8, 2013

When an executor becomes responsible for administering the estate of a person who has died, he or she is required to gather in the assets...

Family Feud Fails to Dislodge BargainFebruary 22, 2013

When an academic who had retired to Cornwall bequeathed the bulk of his estate to charity, the will was opposed by his nephew. The man, a...

£5.60 a Year for Claimant Whose Behaviour ‘Did His Case No Good’February 7, 2013

The son of a baronet who has fought his father through the courts for years over the sale of the family’s estate and his alleged...

Incorrect Drafting Leads to Court AppearanceJanuary 28, 2013

An elderly couple who, without taking legal advice, tied up almost half of their net assets in a discretionary trust which, due to a drafting...

French Inheritance Law Stymies Turkey King’s WishJanuary 22, 2013

The saga of the estate of the late Bernard Matthews, who made his fortune supplying turkey-based products, will serve as a salutary reminder of the...

Ownership of Joint Account on Death Determined by CourtJanuary 8, 2013

The need for clear thinking about the ownership of bank and other accounts held in joint names was illustrated recently by a case concerning a...

Beneficiaries Prevent Sale of Family Trust SharesDecember 21, 2012

The power of trust beneficiaries to direct in certain circumstances the actions of the trustees of the trust under which they benefit was clearly shown...

Court of Appeal Upholds Overturning of Unfair WillDecember 5, 2012

When a Yorkshire farmer disinherited his son and left the whole of his estate to his daughter, the son challenged the will in court. The...

Government to Introduce Presumption of Death LegislationNovember 23, 2012

Each year approximately 250,000 people are reported missing in the UK and some of these people are never seen again. In England and Wales this...