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Wills and inheritance planning

25 April 2014

Disputed Will cases – Inheritance and Family Provisions Act 1975 claims

‘1975 Act claims’ are claims made under the Inheritance and Family Provisions Act 1975, where relatives and dependants who feel they have not received enough (or anything at all) on someone’s death can ask the Court to make provision for them. Below are a couple of recent cases.

Should you have any questions about bringing or defending a 1975 Act claim, please see our Frequently Asked Questions and case studies or contact a member of our team.

Joseph Austin TEP

3 April 2014

Mental capacity case - Will of woman suffering from dementia declared invalid

In the case of Catling and others v Catling and another ([2014] EWHC 180 (Ch)), a Will was declared invalid because the testatrix had not had mental capacity when she made it.

Joseph Austin TEP

28 March 2014

Divorcing wife wins domicile war and can divorce her husband in the UK

Domicile is a tricky and fascinating concept because it is so fact-specific that no two cases are the same.  It is usually relevant to people making Wills or administering Estates because where you are domiciled when you die depends on where you pay tax and some jurisdictions tax harder than others.

24 March 2014

Mental Capacity Case - Meat-eating testator can leave his millions to the Vegetarian Society

This case involves a millionaire who left 80% of his estate to the Vegetarian Society, despite not being a vegetarian.

25 February 2014

STEP’s code is much simpler to formally adopt

After vociferously arguing to the government that will writing should be regulated by statute to protect the public from estate-planning cowboys last year, STEP has launched its own code.

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