Dispute over ‘botched’ £70,000 family will signed by the wrong spouses reaches Supreme Court – The Independent

Posted December 4th, 2013 in mistake, news, rectification, Supreme Court, wills by sally

‘A bitter dispute between three “brothers” over who should gain a £70,000 inheritance after a couple mistakenly signed each other’s wills was brought before the Supreme Court today.’

Full story

The Independent, 3rd December 2013

Source: www.independent.co.uk

Inheritance Act Claims – Delay at your Peril – Zenith Chambers

Posted November 19th, 2013 in appeals, delay, divorce, news, time limits, wills by sally

“Nicola Phillipson, Zenith Chambers, examines the case of Berger v Berger where the Court of Appeal refused permission to the appellant to bring a claim under the Inheritance (Provision for Family and Dependants) Act 1975 almost six years out of time.”

Full story

Zenith Chambers, 5th November 2013

Source: www.zenithchambers.co.uk

Christopher Symons guilty of Patricia Goodband murder – BBC News

Posted October 28th, 2013 in murder, news, perverting the course of justice, wills by sally

“A man has been found guilty of murdering his business partner and throwing her down a well shaft in an attempt to gain a £1m inheritance.”

Full story

BBC News, 25th October 2013

Source: www.bbc.co.uk

Family cut me out of £500,000 fortune, says illegitimate daughter – Daily Telegraph

Posted September 27th, 2013 in families, forgery, fraud, news, undue influence, wills by tracey

“A woman who accused her late father’s ‘traditionalist’ family of conspiring to cut her out of a £500,000 inheritance because she was born out of wedlock has failed in her legal challenge.”

Full story

Daily Telegraph, 27th September 2013

Source: www.telegraph.co.uk

The last Englishman – New Law Journal

“James Wilson salutes an iconic litigant in person.”

Full story

New Law Journal, 26th July 2013

Source: www.newlawjournal.co.uk

Hawes v Burgess, an end to the Golden Rule?’ – New Square Chambers

Posted July 19th, 2013 in mental health, news, wills by sally

“The principles of testamentary capacity are well settled: a testator must understand the nature of the act of making a will, the extent of the property of which he is disposing, and the persons who may have a claim upon that property: Banks v Goodfellow (1870) LR 5 QB 549. Further, the proposed dispositions must not be poisoned or influenced by any disorder of the mind.”

Full story (PDF) (see p. 3)

New Square Chambers, June 2013

Source: www.newsquarechambers.co.uk

Cravecrest Ltd v Trustees of the Will of the Second Duke of Westminster and another – WLR Daily

Posted June 21st, 2013 in appeals, enfranchisement, landlord & tenant, law reports, leases, valuation, wills by tracey

Cravecrest Ltd v Trustees of the Will of the Second Duke of Westminster and another: [2013] EWCA Civ 731; [2013] WLR (D) 243

“Where there were intermediate leases which subsisted between the freehold and the leases of the participating tenants and which were to be acquired by the nominee purchaser on the collective enfranchisement, and a single owner of those leases or of those leases and the freehold could realise development value by developing the property for use other than as a building containing separate flats, the hope of realising such development value had to be taken into account in fixing the price to be paid for the intermediate leases.”

WLR Daily, 19th June 2013

Source: www.iclr.co.uk

Will-writers face jail as new code of practice scheme goes live – Legal Futures

Posted June 18th, 2013 in codes of practice, consumer protection, drafting, news, wills by sally

“Members of the Institute of Professional Willwriters (IPW) who fail to comply with its code of practice face fines or even imprisonment, as a new UK-wide scheme to strengthen self-regulation by setting standards for such codes goes live.”

Full story

Legal Futures, 18th June 2013

Source: www.legalfutures.co.uk

Bid to avoid inheritance tax ‘backfired’ creating family rift – Daily Telegraph

Posted June 11th, 2013 in costs, inheritance tax, news, tax avoidance, trusts, wills by tracey

“A bid by a multi-millionaire businessman to avoid inheritance tax after his death has ‘backfired’ and torn his family apart, a court has heard.”

Full story

Daily Telegraph, 10th June 2013

Source: www.telegraph.co.uk

Woman sues lawyer whose failure to change a relative’s will ‘cost her £1m’ – Daily Telegraph

Posted June 7th, 2013 in negligence, news, solicitors, wills by tracey

“Woman sues lawyer whose failure to change a relative’s will ‘cost her £1m.’ ”

Full story

Daily Telegraph, 6th June 2013

Source: www.telegraph.co.uk

Statutory Wills Update – Thirty Nine Essex Street

Posted June 4th, 2013 in Court of Protection, mental health, news, wills by sally

“This paper addresses the exercise by the Court of Protection of its power under s.18(1)(i) Mental Capacity Act 2005 (‘MCA 2005’) to execute a will for P where P is incapable of making a valid will for him or herself. Such so-called statutory wills (although the phrase does not in fact appear in the MCA 2005) are a very powerful tool that the Court can deploy to protect P and, in particular, P’s estate. Having set the statutory scene, this paper address two key aspects of the Court’s jurisdiction in this regard: (1) the assessment of P’s best interests; and (2) the assessment of P’s testamentary capacity (and, linked, how this assessment relates to the assessment that is undertaken outside the Court’s jurisdiction).”

Full story (PDF)

Thirty Nine Essex Street, May 2013

Source: www.39essex.com

Goodman and another v Goodman and another: In re Goodman (decd) – WLR Daily

Posted May 24th, 2013 in executors, law reports, probate, wills by tracey

Goodman and another v Goodman and another: In re Goodman (decd): [2013] EWHC 758 (Ch); [2013] WLR (D) 197

“Section 50 of the Administration of Justice Act 1985, which contained a power to replace or remove personal representatives, applied to a person named as an executor in a will but who had not been granted probate.”

WLR Daily, 18th May 2013

Source: www.iclr.co.uk

Government says ‘no’ to will-writing regulation – Legal Futures

Posted May 15th, 2013 in consumer protection, drafting, legal services, news, regulations, wills by sally

“The government has today rejected the Legal Services Board’s (LSB) recommendation that will-writing become a reserved legal activity.”

Full story

Legal Futures, 14th May 2013

Source: www.legalfutures.co.uk

Chancery traditional Probate: case update 2013 – 11 Stone Buildings

Posted April 2nd, 2013 in news, probate, wills by sally

“Sidney Ross reports on two recent probate cases and highlights how they interpret existing case law. In Joshi and others v Mahida [2013] EWHC 486 (Ch) the judge followed Re Segelman in answering three questions to determine the testator’s intentions. Sidney also discusses whether ‘the rule of double portions’ applies in Kloosman v Aylen and others [2013] EWHC 435 (Ch).”

Full story (PDF)

11 Stone Buildings, March 2013

Source: www.11sb.com

‘Violent’ son faces £110,000 legal bill after court battle over will – Daily Telegraph

Posted March 12th, 2013 in costs, families, harassment, news, wills by sally

“A ‘violent’ man who coerced his mother into changing her will to leave him nearly all of her £350,000 fortune is facing a £110,000 legal bill after a judge set aside the will because of his ‘forceful’ nature.”

Full story

Daily Telegraph, 12th March 2013

Source: www.telegraph.co.uk

LSB recommends regulation of will-writing activities – Legal Services Board

Posted February 15th, 2013 in consumer protection, legal services, Legal Services Board, news, wills by sally

“The Legal Services Board is today [13 February] recommending to the Lord Chancellor that will writing activities should be made subject to regulation, so that the significant risks consumers currently face when using these critical services is reduced.”

Full story (PDF)

Legal Services Board, 13th February 2013

Source: www.legalservicesboard.org.uk

Baronet’s son awarded £5.60 in £2.5m family castle sale row – Daily Telegraph

Posted November 22nd, 2012 in families, news, peerages & dignities, sale of land, trusts, wills by tracey

“The son of a baronet embroiled in a bitter legal dispute with his father over the sale of the family’s £2 million estate was yesterday awarded just £5.60 a year by the High Court.”

Full story

Daily Telegraph, 21st November 2012

Source: www.telegraph.co.uk

 

Will-writing should be reserved, super-regulator recommends – Law Society’s Gazette

Posted September 28th, 2012 in consumer protection, news, wills by tracey

“Will-writing, estate administration and probate should only be carried out by regulated legal professionals to give greater protection to consumers, the Legal Services Board has proposed.”

Full story

Law Society’s Gazette, 27th September 2012

Source: www.lawgazette.co.uk

 

Hughes and others v Bourne and others – WLR Daily

Posted August 2nd, 2012 in appropriation, law reports, trusts, wills by sally

Hughes and others v Bourne and others [2012] EWHC 2232 (Ch); [2012] WLR (D) 242

“The personal representatives’ power of appropriation under section 41(1) of the Administration of Estates Act 1925 was not confined to transactions of a contractual or quasi-contractual nature.”

WLR Daily, 27th July 2012

Source: www.iclr.co.uk

Regulate will-writing to avoid ‘race to the bottom’, Society urges – Law Society’s Gazette

Posted July 17th, 2012 in consultations, Law Society, news, wills by sally

“The Law Society today backed plans to extend the list of reserved activities to include will-writing and estate administration.”

Full story

Law Society’s Gazette, 16th July 2012

Source: www.lawgazette.co.uk