Private Client News

Charity Succeeds in Challenging Lifetime GiftSeptember 27, 2015

Charities are well known for taking robust action when they consider that their interests have been impaired. In no case is this more obvious than...

Will Overridden by Court – What it Means for YouSeptember 14, 2015

A surprising decision by the Court of Appeal will disquiet anyone who wishes to leave a family member out of their will. Heather Ilott had been...

Undocumented Promise Leads to Four-Day Court BattleSeptember 1, 2015

Making a verbal family agreement over the distribution of one's estate and then trusting that everything will be sorted out amicably by the family shows...

Wealthy Pensioner Triumphs in Lasting Power of Attorney CaseAugust 20, 2015

A high net worth pensioner, who was reluctant to give up control of his fortune and laid down intricate conditions before signing a lasting power...

Unwatched Attorney Pockets £450,000August 4, 2015

A recent court case shows the wisdom of ensuring that there is effective supervision of anyone acting under a power of attorney, especially if substantial...

Mother’s Will Overridden by CourtJuly 28, 2015

A surprising decision by the Court of Appeal to award a daughter who had been deliberately excluded from her mother's will a substantial settlement from...

Kindly Builder Can Keep £470,000 InheritanceJuly 20, 2015

A kindly builder, who was rewarded with a £470,000 inheritance after befriending a pensioner and mending his leaking gutters for free, can keep the money...

Daughters Who May Never Inherit Fail to Dislodge WillJuly 9, 2015

Although she had separated from her husband more than 20 years previously, a woman who died of a brain tumour in 2010 had not yet...

Compliance Failure Leads to Loss of Legal Right to Manage Partner’s AffairsJune 24, 2015

A man has recently been removed as the deputy (the person appointed by the Court of Protection (COP) to look after the finances of someone...

Sons Confirmed as Attorneys Despite ChallengeJune 10, 2015

Regrettably, cases in which the behaviour of an attorney for someone who is elderly or infirm is cause for an enquiry – and often an...