Cohabitees’ inheritance rights – courts will decide each case on its facts – Family Law

Posted May 4th, 2018 in cohabitation, intestacy, news, Supreme Court by tracey

‘Private Client analysis: In Thompson v Ragget and others [2018] EWHC 688 (Ch), [2018] All ER (D) 18 (Apr), the claimant claimed reasonable financial provision under the Inheritance (Provision for Family and Dependants) Act 1975 out of the estate of her late partner, who had left her nothing. Paul King, CEO and head of legal practice, and Jen Wiss-Carline, chartered legal executive at April King Legal, comment on the case.’

Full Story

Family Law, 3rd May 2018

Source: www.familylaw.co.uk

Who Knows Where the Time Goes? The Recent Decision on Limitation and Contingent Loss in Osborne v. Follett Stock [2017] EWHC 1811 – 4 New Square

‘On Thursday 13 July 2017, following the trial of a preliminary issue of limitation, HH Judge Paul Matthews handed down judgment in Osborne v. (1) Follett Stock (a firm); (2) Follett Stock LLP.’

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4 New Square, 19th July 2017

Source: www.4newsquare.com

The cost of dying with an outdated will is ‘£9,700’ – Daily Telegraph

Posted October 23rd, 2014 in costs, fees, intestacy, news, wills by sally

‘Research suggests that a combined £175 million in assets is lost each year to bereaved families if a relative dies intestate or with an outdated will.’

Full story

Daily Telegraph, 22nd October 2014

Source: www.telegraph.co.uk

Will it be enough? – Zenith Chambers

Posted October 15th, 2014 in families, intestacy, married persons, news, trusts, wills by sally

‘The 1st October 2014 sees the implementation of long awaited changes to the way in which intestacy and claims for reasonable financial provision are approached. The Inheritance and Trustees’ Powers Act 2014 is the result of a six year Law Commission review of the intestacy rules and claims for reasonable financial provision. The review was prompted by research that suggested 58% of the adult population does not have a will and the intestacy rules did not properly provide for modern relationships.’

Full story (PDF)

Zenith Chambers, 1st October 2014

Source: www.zenithchambers.co.uk

Save the date! – New Square Chambers

Posted October 15th, 2014 in families, intestacy, married persons, news, trusts, wills by sally

‘‘Save the Date!’ The Inheritance and Trustees’ Powers Act 2014 comes into force on 1 October 2014. Alexander Learmonth summarises the important changes being brought in by the new Act.’

Full story (PDF)

New Square Chambers, October 2014

Source: www.newsquarechambers.co.uk

The costs of rectification – Law Society’s Gazette

‘This case continues to generate interesting discussion in the Supreme Court – this time on the issue of costs.’

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Law Society’s Gazette, 6th October 2014

Source: www.lawgazette.co.uk

Inheritance law changes come into force – BBC News

Posted October 1st, 2014 in children, families, intestacy, legislation, married persons, news, wills by tracey

‘Changes to the rights of people whose spouses or civil partners die without making a will have come into force.’

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BBC News, 1st October 2014

Source: www.bbc.co.uk

Intestacy Now: What you need to know about the Inheritance and Trustees’ Powers Act 2014 – Barristers’ Hub

Posted September 30th, 2014 in intestacy, news, trusts by tracey

It doesn’t take a legal qualification to realise that the Administration of Estates Act 1925 was outdated. A statute which starts the list of a widow’s inheritance entitlement with “carriages, horses, stable furniture and effects” is not at home in a world where last year’s iPhone is considered an antique. Fortunately, from 1st October 2014, the somewhat antediluvian “rules of intestacy” are getting a makeover in the form of The Inheritance and Trustees’ Powers Act 2014, which brings the 1925 Act into the 21st century.’

Full story

Barristers Hub, 29th September 2014

Source: www.barristershub.co.uk

Intestacy and Family Provision Claims on Death – Law Commission

Posted March 22nd, 2013 in intestacy, Law Commission, news, reports, trusts by sally

“Government has accepted, in part, the recommendations we made in our report Intestacy and Family Provision Claims on Death.”

Intestacy and Family Provision Claims on Death

Law Commission, 21st March 2013

Source: www.lawcommission.justice.gov.uk

Unmarried couples ‘should have equal inheritance rights’ – The Guardian

Posted December 15th, 2011 in bills, cohabitation, intestacy, Law Commission, news, reports by sally

“Unmarried couples who have lived together for five years or more should be able to inherit from each other without writing a will, the Law Commission has recommended.”

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The Guardian, 14th December 2011

Source: www.guardian.co.uk

Intestacy and Family Provision Claims on Death – Law Commission

Posted December 14th, 2011 in families, intestacy, news, wills by sally

“The Law Commission is making recommendations today to bring inheritance law into line with the needs and expectations of modern families, and simplify the law to help the bereaved deal with the property of a deceased family member.”

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Law Commission, 14th December 2011

Source: www.justice.gov.uk

Unmarried couples should have inheritance rights, say law advisers – Daily Telegraph

Posted December 14th, 2011 in cohabitation, equality, families, intestacy, news, wills by sally

“Unmarried couples who live together for five years will automatically take their partner’s entire estate if they die without a will, under proposals from the Government’s law advisers.”

Full story

Daily Telegraph, 14th December 2011

Source: www.telegraph.co.uk

Wright and another v Gater and another – WLR Daily

Posted November 9th, 2011 in children, executors, intestacy, law reports, trusts by tracey

Wright and another v Gater and another; [2011] EWHC 2881 (Ch);  [2011] WLR (D)  318

“The court should not in principle regard the postponement of the vesting of an estate as ‘beneficial’.”

WLR Daily,7th November 2011

Source: www.iclr.co.uk

Estates of Deceased Persons (Forfeiture Rule and Law of Succession) Act 2011 – legislation.gov.uk

Posted July 14th, 2011 in forfeiture, intestacy, legislation, succession, wills by tracey

Estates of Deceased Persons (Forfeiture Rule and Law of Succession) Act 2011 published

Full text of Act

Source: www.legislation.gov.uk

Millburn-Snell and others v Evans – WLR Daily

Millburn-Snell and others v Evans [2011] EWCA Civ 577; [2011] WLR (D) 179

“To bring a claim on behalf of an intestate’s estate a claimant should first obtain a grant of administration as a claim purportedly brought by a claimant without a grant of administration was an incurable nullity. CPR r 19.8(1) did not confer on the court jurisdiction to correct deficiencies in the manner in which proceedings had been instituted. It was concerned only with directions for the forward prosecution towards trial of validly instituted proceedings.”

WLR Daily, 25th May 2011

Source: www.iclr.co.uk

Please note that once a case has been fully reported in one of the ICLR series the corresponding WLR Daily summary is removed.

Lane v Cullens Solicitors and others – WLR Daily

Posted May 13th, 2011 in intestacy, law reports, limitations, negligence, solicitors by tracey

Lane v Cullens Solicitors and others [2011] EWCA Civ 547; [2011] WLR (D) 157

“Where a personal representative had distributed sums out of the relevant estate notwithstanding a notified third party claim against the estate, and sought to sue solicitors in professional negligence, the applicable limitation period could be found to run from the time at which the legal position had altered, viz upon payment out, regardless of the question whether the third party claim was correctly to be characterised as a vested or a contingent claim.”

WLR Daily, 11th May 2011

Source: www.iclr.co.uk

Please note that once a case has been fully reported in one of the ICLR series the corresponding WLR Daily summary is removed

Outdated laws lead to rise in court disputes over legacies – The Independent

Posted January 18th, 2010 in intestacy, news by sally

“Outdated laws and complex modern family structures are combining to cause a sharp jump in the number of inheritance disputes reaching the courts.”

Full story

The Independent, 17th January 2010

Source: www.independent.co.uk

Intestacy and Family Provision Claims on Death – Law Commission

Posted October 29th, 2009 in intestacy, news by sally

“On 29 October 2009 we published a Consultation Paper reviewing the law of intestacy and family provision claims on death. The intestacy rules govern the inheritance of assets where a person dies without leaving a will disposing of the whole of his or her property. Whether or not the deceased left a valid will, certain family members and dependants may apply to court for reasonable financial provision from the estate, under the Inheritance (Provision for Family and Dependants) Act 1975 – this is known as a claim for family provision.”

Full story

Law Commission, 29th October 2009

Source: www.lawcom.gov.uk

Thorner v Major and others – WLR Daily

Posted March 26th, 2009 in estoppel, intestacy, law reports by sally

Thorner v Major and others [2009] UKHL 18; [2009] WLR (D) 111

Oblique assurances by a farmer of an intention to leave a farm to a cousin, who had worked full-time without any remuneration on the farm for 29 years, could constitute a sufficiently clear and unequivocal representation to establish a proprietary estoppel when the farmer ultimately died intestate.”

WLR Daily, 25th March 2009

Source: www.lawreports.co.uk

Please note once a case has been fully reported in one of the ICLR series the corresponding WLR Daily summary is removed.

Thorner v Major and Others – Times Law Reports

Posted March 26th, 2009 in estoppel, intestacy, law reports by sally

Thorner v Major and Others

House of Lords

“Oblique assurances could in the appropriate context constitute a sufficiently clear and unequivocal representation to establish a proprietary estoppel.”

The Times, 26th March 2009

Source: www.timesonline.co.uk

Please note the Times Law Reports are only available free on Times Online for 21 days from the date of publication.