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Perfectly forged signatures invalidate wills

24/08/2026

A High Court judgement examines how a contested will, executed on Christmas Eve, was successfully challenged in court due to fatal flaws in its witnessing and execution. Background: An estranged husband and wife became engaged in bitter legal proceedings regarding the estate of the husband's late mother, who passed away in 2017. The

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Deputyship orders can protect vulnerable individuals in adult care

17/08/2026

Navigating the transition from child to adult social care for an individual with complex needs requires a robust legal framework, one that ensures both protection and active, consistent advocacy. Background: The parents of a 22-year-old young man with severe learning disabilities, autism, epilepsy, and non-verbal communication applied

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Can the Court of Protection decide that costs are not paid by the estate?

10/08/2026

When dealing with vulnerable relatives and estate planning, this case serves as a stark warning about how financial abuse and dishonesty can destroy an anticipated inheritance while landing a wrongdoer with heavy legal debts. Background: This judgement resolves the consequential applications regarding costs, interim payments, and

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The absolute limits of royalty categorisation in lifetime trusts

03/08/2026

Wealth preservation for high-net-worth (HNW) families often involves managing unique, non-traditional assets like intellectual property (IP) or ongoing contractual rights. A recent legal development has delivered essential clarity for creators, trustees, and families alike by establishing how ongoing creative royalties are classified

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Murderers can have no beneficial interest in their victim's estate

29/07/2026

Burial disputes present an emotionally fraught and legally complex cross-section of family dynamics, public policy, and succession law. When an individual dies intestate, the right to possess and dispose of the body belongs exclusively to whoever is legally entitled to manage the deceased's estate. A recent High Court judgement provides

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When grief turns to legal warfare over an estate

20/07/2026

Inheriting a family estate or managing a deceased loved one's business is often an intensely emotional journey, although allowing sentiment to dictate your legal strategy can lead to disastrous consequences. Background: The litigation followed the sudden death of Brendan Fleming, a prominent Birmingham family law solicitor. He left

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Can parents shield ‘gifted’ assets from a child’s creditors?

13/07/2026

When high-net-worth (HNW) families purchase luxury real estate in the names of their children, they often assume the property remains a collective family asset. However, a complex High Court enforcement battle demonstrates the risks of using offshore corporate structures and informal family arrangements (IFAs) when third-party creditors

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Relocating wealth from the UK incurs an unavoidable tax on gains

06/07/2026

Transferring a family trust or relocating a family business across borders has always been a complex logistical exercise, but a major Court of Appeal (CoA) judgement has fundamentally changed the rules of engagement for capital gains. For years, high-net-worth individuals (HNWs) and families migrating out of the UK believed that any

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Can a will survive the abuse of power of attorney?

29/06/2026

The boundary between family assistance and financial exploitation is frequently crossed when lasting powers of attorney (POA) are treated as a blank chequebook. A recent judgement from the Chancery Division highlights a profound legal paradox - an individual’s final will can remain completely valid even while their attorneys are

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Court of Protection proceedings are private by default

22/06/2026

The Court of Appeal (CoA) allowed an appeal against an order requiring disclosure of position statements to a non-party observer in Court of Protection (CoP) proceedings. The Court held that such proceedings remain private by default, even where hearings are directed to be held in public, and that position statements require court

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How the law compensates for the tragic loss of a caregiver

15/06/2026

When a family loses its primary caregiver, the emotional devastation is compounded by a complex legal challenge. How can you calculate the true financial value of a mother’s daily devotion, especially when those left behind are vulnerable and unable to manage their own affairs? Background: The litigation arose from the tragic passing of

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Ruling confers equity upon surrogates and protects trustees

09/06/2026

Modern estate planning is often at odds with centuries-old trust frameworks, requiring equity to adapt to the realities of contemporary life. A clear illustration of this evolution may be found in a recent High Court decision concerning the historic Longleat family settlements. This ruling offers indispensable guidance for high-net-worth

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Residential stability supersedes a family’s right to unrestricted contact

03/06/2026

Protecting a vulnerable relative when they lose the capacity to make their own decisions is an emotionally exhausting challenge. When a loved one requires specialised, around-the-clock nursing care, family members naturally want to remain deeply involved. But what happens when a family's intense devotion leads to a dangerous relationship

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When "the daughter" means "the daughters"

27/05/2026

A common nightmare for executors and families is the discovery of a "slip of the pen" in a final will. In a significant legal clarification, the Court recently tackled a case in which a deceased man left his entire estate to "the daughter" of his cousin. The complication was as simple as it was problematic: his cousin

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Decency over distance: Why courts may overrule historical burial wishes

18/05/2026

When a loved one passes away, the legal assumption is that the family will act in harmony to provide a dignified farewell. However, where deep-seated animosity replaces cooperation, the state must intervene. In a recent judgement, the High Court highlights the distressing reality of what happens when siblings cannot agree on the disposal

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Relying on reassurances in a family business can prove costly

12/05/2026

A recent judgement serves as a powerful cautionary tale for farming families across the country. It explores the complex intersection of poorly drafted wills, long-term family promises, and the high bar the Court sets for those claiming an inheritance based on years of hard work. For anyone living or working on a family-owned estate

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How do political donations impact inheritance tax?

07/05/2026

Making a political statement with your wallet can be an expensive endeavour and, as a recent First-Tier Tribunal case proves, it can also lead to an unexpected inheritance tax (IHT) bill. This case lays out a crucial roadmap for donors and political activists on how IHT law addresses political donations and the strict limits of human

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No share loss relief can be claimed where investment has a dual purpose

27/04/2026

This lead case, which impacts numerous stayed appeals, explores the boundaries of what constitutes a "commercial" investment and where the pursuit of tax relief overrides the pursuit of profit. For British citizens looking to offset significant income through specialist investment schemes, the judgement provides essential

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