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Wills, trusts and inheritance disputes

13 June 2013

Does dementia make a will invalid?

Kate Paley reflects on the outcome of a recent case in the High Court and lessons to be learned.

Kate Salter

16 April 2013

Inheritance claims by spouses rise with number of remarriages

Claims under the Inheritance (Provision for Family and Dependants) Act 1975 (“the Act”) are on the rise. According to a Law Commission Report presented to parliament last year, it was estimated that in the past three years more than 1000 claims under the Act have been formally commenced in court. At Kingsley Napley, we have noticed a particular increase claims under the Act by spouses and cohabitees, especially where one or more the parties have been married previously and/or they have children from an earlier relationship.

Katherine Pymont

2 April 2013

Invalid Wills – the challenge of proving lack of ‘testamentary capacity’

In 2013, the courts have held in two different cases (both involving warring siblings contesting a deceased parent’s estate where one sibling had been cut out of the deceased parent’s last will) that there was insufficient evidence to declare a Will invalid on the ground that the testator lacked ‘testamentary capacity’. However, in both cases, the disputed Wills were declared invalid on the ground of ‘want of knowledge and approval’

Ryan Mowat

24 January 2013

Inheritance claims by children - on the rise?

The Inheritance (Provision for Family and Dependants) Act 1975 (“the Act”) provides that adult children are entitled to apply for reasonable provision from the estate of a deceased parent.  We have observed a steady increase in claims from children, often in strained family situations involving step- parents.

Katherine Pymont

10 October 2012

Bernard Matthews’ Will - French law has the final say

The three adopted children of millionaire turkey farmer, Bernard Matthews, commenced proceedings in England for their share in their father’s £12 million French villa near St Tropez to be recognised under French law, despite their father’s three wills in favour of his secret French mistress for 23 years.

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