Category: Wills, Probate, Trusts & Inheritance

The importance of having your Will professionally prepared

Cases such as this one, Ingram and Whitfield v Abraham [2023] EWHC 1982 (Ch), really demonstrate how crucial it is to have a professional prepare your Will.

In this case, an online will pack was used, and this had the effect of disinheriting the testatrix’s children, who had been the beneficiaries of her previous Will. Instead, the estate passed to Simon, the deceased’s brother, who had prepared the Will.

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It’s not just about your money… 7 things to consider when preparing your Will

When people start to think about writing their Will, their first thoughts are usually about who will be the beneficiaries – who will inherit their property, savings, and other financial assets.

But there are many other things to consider when it comes to what you want to happen when you die. Here’s a list of 7 things that you should think about when preparing to write your Will:

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What to do when a loved one dies

The time following the death of somebody close to you can often be very difficult. We specialise in bereavement matters and have helped thousands of people through similar times.

Here’s our checklist to guide you through those very first moments…

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War of the Wives…

Another day another inheritance dispute in the High Court. I am very much looking forward to reading the Judgment on this one. Mr Collici’s (the deceased) first wife brings an action against his second wife (as Executor of her husband’s estate), seeking a declaration of ownership with respect to shares in the multi million pound […]

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Theft of inheritance leads to 3 year prison sentence

It is always staggering to read cases such as this, but in my experience they are becoming more common. This mother was Executor of her son’s will and spent £455,000 of the money, left to someone else. In civil proceedings, this is known as a breach of trust, but a Court order to return the […]

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Spy camera undue influence victory

Yet another headline this week concerning a litigated inheritance dispute. Undue Influence is one of the most difficult challenges to bring when disputing a Will. By its very nature it occurs behind closed doors and therefore it is notoriously difficult to prove.  In a rare turn of events, the court were referred to a transcript […]

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Widow wins 1975 Act claim and obtains half of estate

After a 66 year marriage, a woman whose husband’s will left everything to their two sons (to “prioritise the male line”) and leaving no provision for her or their four daughters, has been awarded a 50% share of his almost £2m estate by the High Court. It was clear that “reasonable provision” had not been […]

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Charitable legacies

It has been reported that a record 16% of death Wills processed by Smee & Ford in 2022 included a charitable legacy. This totalled a staggering £21.3 billion by the end of 2022. Many charities depend on legacies and it is good to see that these are continuing post pandemic, and despite the economic uncertainty.

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