Private Client News

Out-Of-Date Family Trust Varied to Recognise Same-Sex SpousesSeptember 18, 2016

Family trusts often date back many years, and those who drafted them could not have been expected to foresee all the dramatic social changes that...

Roles Split When Stress Makes Attorney UnreliableSeptember 7, 2016

Appointing an attorney under a Lasting Power of Attorney (LPA) is normally a sensible precaution. The procedure allows one's financial affairs (and, if required, matters...

Will Change Fight Can Go AheadAugust 24, 2016

Divorce is seldom straightforward, especially as regards the negotiation of the financial settlement. The lengths that some people will go to in order to disguise...

Delusions and Dementia Do Not Invalidate WillAugust 15, 2016

Many cases arise each year in which the validity of a will is challenged on the ground that the will's creator (the testator) was not...

Baseless Will Challenge Leads to Costs ConsequencesAugust 1, 2016

The dangers of trying to upset the provisions of a properly drafted will were made clear in a recent case in which the daughter of...

Gift-Giving – Guidance for Attorneys and DeputiesJuly 17, 2016

When a person can no longer manage their own financial affairs, these will be managed either by their attorney (if a power of attorney has...

Making a Will? You Can Make Whatever Bequests You Wish!July 5, 2016

It seems only right that people can do what they want with their own money and can make whatever bequests they wish in their wills....

High Court Puts Right £400,000 IHT BlunderJune 21, 2016

Even the most sensible attempts at tax planning can be undone by changes in the law and achieve the exact opposite of the intended objective....

Court Aids Widow by Correcting Obvious Error in WillJune 8, 2016

Wills are written in a style which many would describe as 'legalese' but, as any lawyer will tell you, absolute precision is the objective. In...

Evidence Sufficient to Defeat Challenge to WillMay 22, 2016

A recent Court of Appeal case shows how important it is to carry out procedures properly in order for a person who clearly has impaired...