Private Client News

Defunct Charity GiftSeptember 25, 2012

A bequest in a will can fail for a number of reasons, one of the commonest of which is that the beneficiary is uncertain. For...

When a Charitable Gift BackfiresSeptember 18, 2012

Making a bequest to a charity is relatively common. However, sometimes this can backfire spectacularly, as happened in the case of a Cheshire man who...

Confused and Inebriated Not Grounds for Invalidating WillSeptember 10, 2012

When an elderly woman decided to make a new will giving her entire estate to her neighbour, the attendance note prepared by the firm she...

Will Overturned After Challenge by RelativesAugust 27, 2012

A now retired solicitor who ‘assisted’ his two elderly aunts to change their wills, making him the principal beneficiary of both, has seen the court...

What is Reasonable Financial Provision?August 17, 2012

Second marriages are fruitful ground for disputes over estates and when the widow of a Sheffield multi-millionaire claimed against his £6 million estate under the...

Verbal Promise Insufficient to Change WillAugust 9, 2012

A farmer’s son who worked in the family farming business his whole life without receiving a proper wage was promised that he would inherit the...

Will Writers to be RegulatedJuly 26, 2012

Making a will is something everyone should do and it is important to have complete confidence in the person advising you. The Legal Services Board has...

Adopted Children in £3 Million Trust VictoryJuly 16, 2012

Two adopted children stand to benefit from a £3 million trust fund despite the fact that the trust was set up when adoption did not...

How to Avoid a Row Over the Family PhotosJuly 6, 2012

Disputed wills and estates are far from rare and it is often the least valuable assets in an estate that give rise to the bitterest...

Court Takes Commonsense View in Will CaseJune 22, 2012

The courts are loath to ‘infer’ provisions into any sort of document, let alone one as final as a will, unless there is a compelling...