Archived Legal Articles from 2020

Together we are Forbes

Contesting a Will

December

Fraud and Forgery - Ball v Sisson

04/12/20

Claims of fraudulent and forged Wills are continuing to increase and the recent case of Ball v Sisson [2020] 1 WLUK 544 saw a claimant successfully argue that his late mother's Will had been forged by his sister in order to gain a share of her mother's estate. Mrs Ball was aged 92 when she…

Back to top

November

Undue Influence - Perwaz v Perwaz 2018 UKUT 325 (TCC)

17/11/20

In the case of Perwaz v Perwaz [2018] UKUT 325 (TCC), the Upper Tribunal (Tax and Chancery Chamber) examined the issue of undue influence when a mother alleged her son had abused their relationship of trust and confidence and coerced her into transferring her property to him. The case involved &…

Back to top

October

Contesting a Will... Do you have a good case?

23/10/20

Will disputes are becoming increasingly common due to changes in social norms, family structures, increase in elderly population, a rise in dementia and Alzheimer's sufferers and the increasing value of estates. Kirsty McNulty is an Associate at Forbes Solicitors specialising in Contentious Trusts…

Back to top

September

Will Disputes In The Covid Era

29/09/20

Although our doors may have been locked over the past few months, the tidal wave of Will disputes has not abated. If anything Will disputes are becoming more common. The courts have physically closed their doors for the majority of, if not all, hearings but the wheels of justice continue to turn with…

Back to top

June

Lockdown, social isolation and undue influence

01/06/20

For a Will to be valid, there are various conditions that must be met. These conditions include the Will being correctly executed by being signed and witnessed, but there are other factors to consider. The testator must have testamentary capacity at the time of execution and have knowledge and…

Back to top

March

COVID-19 and the Justice System

19/03/20

The present circumstances On 18 March 2020, the Lord Chancellor affirmed that "the rule of law is vital to a functioning democracy and even at times like these, it is essential that our independent courts are able to administer justice." Whilst many public places have either been…

Inheritance Act claim allowed 25 years out of time

10/03/20

When bringing a claim against an Estate for reasonable financial provision under the Inheritance (Provision for Family and Dependants) Act 1975, the claim needs to be issued within 6 months of the date of the Grant of Probate, as detailed in Section 4 of the Act. If a claim is to be brought out of this…

Executor Jailed for Stealing Neighbour's Inheritance

09/03/20

A fundamental part of any Will or Trust are the Executors and Trustees. Executors are responsible for the distribution and administration of the estate and it is a position of great trust and responsibility. Thankfully, Executors usually carry out their duties fairly and carefully, however there are…

Back to top

February

Sister and niece of childless widow win battle over £825,000 fortune

25/02/20

A claim was recently brought to an end in which the sister and niece of Shirley Guymer (Deceased), alleged a Will executed two months before the Deceased passed away was invalid on one or more of the following grounds: · Lack of testamentary capacity · Want of knowledge and…

Back to top

Archive