Contains will precedents, IHT returns and probate precedents. Contentious trusts and estates covers the disputes that can frequently arise.
Fees—Wills & ProbateRegistration of Births, Deaths, Marriages and Civil Partnerships (Fees) Regulations 2016, SI 2016/911, Sch 1Land Registration Fee...
The distribution of an estate under Islamic law can be quite complex, and this flowchart sets out both the main steps to be undertake...
1 I declare that if at my death my net estate shall exceed the nil-rate band for the purposes of Inheritance Tax at that date my...
1 to [name of donee] all my [ordinary O...
Produced in partnership with Kerry Bornman of 3 Stone Buildings 1 Digital Assets means an electronic record in which an...
To [insert name of second joint tenant] of [...
I hereby declare that 1 at the date of this my will I have signed and dated and deposited with my solicitors a sealed memorandum...
Property analysis: In this appeal the court was asked to determine the effect of the respondent attempting to transfer his legal interest in a...
Trust disputes—trustees' removal under section 41 of the Trustee Act 1925This Practice Note covers the purpose and procedure of section 41 of the...
Devolution of assets and the need for a grantWhen a person dies, they usually own some form of property whether it be land, investments, cash,...
Capacity to make or revoke a WillIn order to make a valid Will, the testator must satisfy a capacity test on two separate occasions:•when they give...
Private Client analysis: The court rejected a claim brought by a disappointed family member of a deceased relative that the said relative had intended...
Private Client analysis: An executrix, Sharon Hudman (Sharon), brought a Part 8 Claim under section 50 of the Administration of Justice Act 1985 (AJA...
Private Client analysis: A beneficiary under the Will of Audrey Thelma Anita Arkell (the ‘Deceased’) brought a Part 8 claim against the executors to...
Restructuring & Insolvency analysis: This decision clearly demonstrates the dangers of dealing with assets falling within the assets of a deceased’s...
Private Client analysis: The deceased executed a very short homemade Will from his hospital bed during the last weeks of his life. The defendants...
A citation is an instrument which recites that a matter is before the court, sets out the interest claimed by the person extracting the citation and calls upon the party cited to enter an appearance or take some other specified step.
A will written entirely in the handwriting of the testator, and signed by him.
Wills made in similar terms, for example between husband and wife.