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Testament

Signed, Sealed… Disputed: Aretha Franklin’s Sons Battle Over Hidden Handwritten Wills

When the Queen of Soul passed away in 2018, she left more than just a legacy of timeless music –…
1 year ago
Signing Last Will and Testament

The Intestacy rule and what this means for the Liam Payne Estate

When someone passes away, they leave behind assets and liabilities (their Estate) that need to be dealt with. Who is…
1 year ago
Older clients consulting agent, broker about house selling

Asset Protection Trusts and Family Settlement Trusts – a good thing?

In recent years, asset protection trusts have been often marketed as a means of safeguarding clients’ wealth for future generations,…
1 year ago
Unrecognizable man cooking seafood on a barbecue grill in the backyard.

George Foreman – Who is set to inherit his Grill Empire?

On March 21 2025, the legendary boxer George Foreman passed away leaving behind an estimated $300 million estate (equating to…
1 year ago
Senior couple meeting with male financial advisor or insurance agent at home

The Benefits of Marriage for Your Will and Inheritance Tax Position

Marriage is a significant milestone in life, and a legally binding contract that requires careful thought and consideration. One of…
1 year ago
Happy millennial couple receiving keys from realtor, purchasing

Love and Security: The Importance of a Declaration of Trust for Couples

Valentine’s Day; a time to focus on love, relationships and commitment. Whilst it may not be the first thing that…
1 year ago
Discussion with mediator, counselor, psychologist.

Will disputes, Trust disputes. The role of mediation

“Roses are red Violets are blue I like going to Court So why don’t you?”…
1 year ago
Senior couple planning their investments with financial advisor

Estate Planning for Blended Families: Challenges and Solutions

Valentine’s day is upon us; love is in the air, and so what better time than to commit to the…
1 year ago
Last Will

Intended Exclusion & No Contest Clauses in Wills

In the context of increasing challenges to exclusions or disappointed beneficiaries (in terms of those receiving less than they had…
2 years ago
Last will and testament form with gavel

Executor actions – The relevance of taking a neutral position in an Estate

Given current cases that we are working on the case of Lane v Lane is a helpful reminder in the…
2 years ago
Last Will

Claims Under The Inheritance Act 1975

Under the Inheritance (Provision for Family and Dependants) Act 1975, a person may have a valid claim against an estate…
2 years ago
AdobeStock_320291457-scaled-1

To have or not to have – What is testamentary capacity?

In England and Wales, a person making a will must be able to fully understand what they are doing at…
3 years ago