Private Client News

£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...

When a Gift Cannot Be Made, What Happens?October 22, 2012

When a charitable gift in a will fails (other than because the estate lacks the assets necessary to make the bequest), the resulting effect on...

Daughter Gains Property in Litigation With MotherOctober 9, 2012

Failing to make formal arrangements over who should own property is a frequent cause of family disputes. One such case concerned an industrial unit, which was...

Court Steps In to Prevent Battle Over EstateOctober 1, 2012

When a person no longer has the mental capacity to make a valid will (‘testamentary capacity’ in legal terms), an application can be made for...