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Wills, trusts and inheritance disputes

14 February 2024

The rise in inheritance tax investigations by HMRC

HMRC recovered a record £326million following investigations into underpayments of inheritance tax in the year ending March 2022. Perhaps unsurprisingly in light of these figures, it seems that HMRC have continued their focus on inheritance tax investigations since then.

Waqar Shah

31 January 2024

Financial abuse: A growing global problem

The issue of financial abuse is growing, particularly in respect of older people. Financial abuse involves the unauthorised and improper use of the assets of a vulnerable person, and can include theft, coercion, fraud or the misuse of powers by third parties in a position of trust. 

Anna O’Carroll

16 January 2024

Trust and Estate Disputes Quarterly Round-Up: October - December 2023

This contentious trust and probate litigation quarterly round-up provides a summary of a cross-section of reported decisions handed down in the courts of England and Wales in the period October 2023 - December 2023.

Katherine Pymont

19 December 2023

What happens if a will has been made but can no longer be found? Exploring the presumption of revocation

One enquiry that we frequently receive is that, although the enquirer is certain that the deceased wrote a will, it cannot be located (or a will has been produced that they do not believe to be the most recent version).

Laura Phillips TEP

13 December 2023

Law commission considers wills and predatory marriage – does the law need to change?

The Law Commission’s consultation in which it has sought views on whether marriage should continue to revoke a will in light of concerns regarding predatory marriages, closed on 8 December 2023.

Anna O’Carroll

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