Contains will precedents, IHT returns and probate precedents. Contentious trusts and estates covers the disputes that can frequently arise.
Private Client analysis: A draft Will found on the deceased’s computer after his death could be admitted to probate as his last Will in circumstances...
Private Client analysis: Estate litigation continues to be on the rise across both the Cayman Islands and the British Virgin Islands (BVI), with an...
Dispute Resolution analysis: The Court of Appeal has given a robust reminder of the challenges facing a party who seeks to appeal against findings of...
Private Client analysis: The Court of Appeal upheld an order dismissing a claim for an occupation rent brought by one residuary beneficiary against...
Private Client analysis: In this case, on appeal, upholding the decision of the trial judge, the court held that a claim by an executor appointed...
Settled land grantsWhat is settled land?1925 heralded a revolution in the principles associated with the ownership of land and the methodology of the...
Will drafting—applying the EU Succession RegulationOverviewRegulation (EU) No 650/2012 (the Succession Regulation) applies from 17 August 2015 across...
Will drafting—gifts to minorsThis Practice Note provides an overview of considerations where a testator wishes to benefit minors in their Will. It...
Probate actions—obtaining the deceased’s medical recordsIn order to mount a successful challenge to the validity of a Will, a claimant will need to...
Intestacy—summaryThe intestacy rulesIf the deceased died totally or partially intestate, either because they did not leave a valid Will or part of...
Deed of appropriation for personal representativesThis Deed is made on [date]Parties1[insert name of first personal representative] of [insert...
Will—legacy of agricultural property on discretionary trust, residue to spouse absolutely, then to children absolutely1RevocationI [full name of...
Letter of wishes for chattelsTo the executors and trustees of my Will dated [......................................... OR of today’s date]Under clause...
Clause—gift of property on life interest trust1Gift of property1.1I give free of tax my property known as [full address and description of the...
Commencement of Will incorporating declaration of mirror but not mutual WillsI declare that notwithstanding that my [Spouse/Civil Partner] is making a...
Preparing the online application for probate or administration'>letters of administrationThere are two ways in which a practitioner can apply for a...
Payment of debts—solvent estateMeaning of solventThe rules applicable to the payment of the deceased’s debts and funeral and testamentary expenses...
Practice and procedure—civil procedure—contentious trusts and estatesCoronavirus (Covid-19): For news and other resources to assist dispute resolution...
Jurisdiction in probate mattersRole of the courtThe High Court has jurisdiction in relation to probates and administration'>letters of administration,...
Devolution of assets and the need for a grantA person generally dies owning some form of property whether it be land, cash, furniture and so on. A...
Warning to caveatorWarning to caveator, Rule 44(5)In the High Court of JusticeFamily Division[The nominated registry as defined by rule 44(15)]To...
Letter of claim—probate actionDear [insert organisation name][PROSPECTIVE CLAIMANT’S NAME] AND [PROSPECTIVE DEFENDANT(S) NAME(S)]The estate of [name]...
Estate administration—Letter to bank[enter bank name][enter bank address]Dear [insert organisation name]The late [name of deceased]Account(s)...
First letter to residuary beneficiary—intestacy[insert name of beneficiary][insert address of beneficiary][insert date]Dear [insert name of...
The person paying money into a current banking account has the primary right to say to what account it is to be appropriated.
This Panel provides independent advice to the Legal Services Board about the interests of users of legal services.
A type of automatic planning consent for housing-led development allocated in an adopted local plan or neighbourhood plan, or included in a local brownfield register. The result of permission in principle, together with a grant of technical details consent, is a grant of full planning permission.
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