Private Client News

Supreme Court Overturns Daughter’s Will Claim AwardMarch 16, 2017

A surprising Court of Appeal decision that a daughter was a 'dependant' of her estranged mother and thus entitled to benefit from her estate has...

Attorney Who Forged Will to Accelerate Inheritance Given Jail TermMarch 13, 2017

When an elderly man died owning both a house and a half share in an attached property with his sister, whose financial affairs were already...

Changes in Trustees – Who Appoints New Trustees?February 24, 2017

Trusts are relatively common and the death of a trustee is by no means rare. A trust deed normally contains a clause stipulating how new...

Court Rejects Unprovable Claim of Property GiftFebruary 8, 2017

Arguments over the division of estates are unfortunately common where the value of the assets they contain is substantial, especially if family relationships are fractious....

Survivorship Clause Leads to Double Benefit for BeneficiariesJanuary 26, 2017

There is an established legal principle that where people have wills benefiting each other (as is normal with the wills of a husband and wife)...

Alcoholism and Mental CapacityJanuary 13, 2017

In order to make a valid will, you need to know your own mind – and it helps to have a solicitor on hand to...

Non-Working Daughter Loses Claim for Financial ProvisionDecember 27, 2016

Claims by disappointed children seeking a share, or a larger share, of a parental estate are on the rise, with the latest figures published showing...

Undisclosed Assets on Break-Up Cause Problems for ExecutorDecember 13, 2016

When a couple break up, a financial settlement is normally agreed between them as part of the proceedings and that, usually, is that. However, in a...

Need to Ensure Will Understood Emphasised in Court RulingNovember 24, 2016

There are a number of criteria which must apply in order for a will to be valid and one of the most important is that...

Everyone Makes MistakesNovember 11, 2016

When a businessman died, he left his substantial and complex business affairs in the hands of his executors – his brother, his widow and his...