Heath Brothers in Dispute – Part 1

A recent case in the High Court has highlighted a conflict that may occur when an executor has a claim over an estate. Background The case concerns three brothers, Jeremy,...


Son’s Claim Against his Father’s Estate for £3million Farm Based on Estoppel and Lack of Capacity Fails…

His Honour, Judge Paul Matthews, has handed down his judgment in the High Court case of James v James & Ors [2018] EWHC 43 (Ch) (19 January 2018). The case...


Legacies To Charities – Can They Be Challenged?

Charities are often named as beneficiaries in wills. Sometimes charities receive small specific sums of money, but there are a number of examples of wealthy people leaving almost their entire...


Maintenance Takes Many Forms

In a previous blog, we discussed the decision of the High Court in Lewis v Warner regarding the court at first instance allowing a co-habitant to make a claim successfully under...


Lasting Powers of Attorney – How To Protect Yourself From Exploitation

ITV recently investigated the very concerning issue of vulnerable people being exploited after executing Lasting Powers of Attorney (LPA’s). LPA’s are legal instruments which grant family members and other third...


Health & Welfare Lasting Powers of Attorney

Many people will have made Powers of Attorney regarding their property and financial affairs but will not have appreciated the importance of putting in place Powers of Attorney regarding their...


The Value of Making a Will

It goes without saying that Wills are the probably the most valuable document you will ever complete during your lifetime. They are the way to properly plan for your finances...


What Is My Share Of An Investment Property I Own With Another?

The Privy Council has given judgment in the case of Marr v Collie (Bahamas) [2017] UKPC 17 clarifying how the courts should decide the shares held in investment property by...


Why Do I Need A Solicitor To Prepare My Will?

As a solicitor who has specialised in drafting Wills for over 10 years I am always a little concerned when I hear people talking about preparing their own Wills without...


A Place In The Sun Or A Succession Nightmare?

Imagine yourself on a sun lounger, soaking up the Iberian sun in your own private villa, listening to the gentle waves lapping at the shore as you enjoy a cool...


There Are No Guarantees

The Irish High Court case of AIB Plc. -v- Rostaff Property Development Limited & ors  [2017] IEHC 533 has useful guidance to all those contemplating acting as a guarantor. Below...


How Much Inheritance Tax Will You Pay?

Inheritance tax is a tax on your estate when you die, and is also sometimes payable on trusts or gifts made during your lifetime. This includes the total of everything you own and...