Planning Ahead: Foreign Assets
Many of us have assets in other countries, for example a holiday home in the sun or a bank account abroad. However if you do have assets abroad, it is important that you consider these when you are planning your Estate. Making a Will Planning ahead by making a Will, gives you the opportunity to […]Read more
Reforming the Law on Wills – Time For Change?
In recent years the Law Commission have made clear their view that the law relating to Wills should be updated and brought into the modern age. While this is still under review, the circumstances of the recent case of Ubbi v Ubbi  EWHC 1396 (Ch) brings this issue back to the forefront; highlighting the […]Read more
Cutting a cohabitee out of your Will?
The recent case of Thompson v Raggett has highlighted the risks of cutting a cohabitee out of your will. In this case Ms Thompson had lived with her partner, Mr Hodge, for over 40 years. Over the years Mr Hodge had made several wills in which Ms Thompson was a beneficiary however in his last […]Read more
Disappointed Beneficiaries – The importance of seeking early advice
In January the case of Sargeant v Sargeant decided that after 10 years since Probate was granted for her husband, the Claimant (Mrs Mary Sargeant) did not have permission to bring a claim against her husband’s estate. The Inheritance (Provision for Family and Dependants) Act 1975, commonly referred to as the 1975 Act, allows for […]Read more
Death of a sole director/shareholder: What happens next?
When a sole director shareholder dies, his or her shares automatically pass to their personal representatives (PR’s), being the executors (if there is a valid Will) or the administrators of his or her estate (if the shareholder dies intestate), under section 773 of the Companies Act 2006. This makes the PR (or whomever they elect […]Read more
Back to the drawing board for disinherited beneficiaries?
Melita Jackson died in 2004 at the age of 70 leaving nearly £500,000 to the Blue Cross, the Royal Society for the Protection of Birds and the Royal Society for the Prevention of Cruelty to Animals, cutting her estranged daughter, Heather Ilott, out of her will. Mrs Jackson and Mrs Ilott had been estranged for […]Read more
Digital Legacy Planning
Whilst we deal with our bank accounts, property etc in our wills, the repeated question is what happens to our online accounts and assets upon our death? These accounts and assets can include our Paypal accounts, online gambling accounts, Facebook posts and pictures, iTunes and Kindle books. In the Digital Death Survey 2015, 75% of […]Read more
Digital assets on death – do you really own them?
Recent headlines of the rich and famous (reportedly Bruce Willis) taking on Apple in the fight to be able to leave digital assets to loved ones on death certainly makes for good reading but just what is someone’s right to pass on digital assets on their death? There is currently no statutory provision or case […]Read more
Digital assets, and how they are dealt with upon death, is becoming an important issue for many people. We are regularly asked how iTunes accounts, Kindle books, Facebook, online bank accounts, Paypal accounts etc are dealt with upon death. Many of these accounts are password protected and our families and executors need to be aware […]Read more
Where there is a Will…there is a family member
The Court of Appeal made a landmark ruling yesterday in relation to a claim against a Will made by a daughter of the deceased. The case involved a Will of Malita Jackson who had died in 2004 leaving her estate to be split between The Blue Cross, The Royal Society for the Protection of Birds […]Read more