Official statistics show that more than 2.5 million individuals own a rental property in the UK. The freezing of the inheritance tax (IHT) nil rate band since 2009 (currently £325,000), coupled with house price growth over the same period, means that many of these landlords’ estates will be liable to IHT when they die. Yes, […]
Category: Wills, Probate, Trusts & Inheritance
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.
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:
We should all be encouraged to talk about death – it is an inevitable part of life. But recent studies show that nearly half of British people admit to finding it very awkward to talk about. Although it might feel uncomfortable, not discussing your wishes with your family means that everyone is in the dark […]
Unfortunately, there are lots of businesses out there that have no legal documentation in place to ensure that if an owner loses mental capacity, someone suitable can make decisions on their behalf. It really does pay to be prepared…
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…
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 […]
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 […]
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 […]
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 […]