We are pleased to welcome two new members to our Inheritance and Trust Disputes team. Solicitors Elizabeth Nash and Mike Muston bring a wealth of experience in dealing with a variety of inheritance and…
Articles by ‘Amanda Noyce’
Fiona* had been married to her husband, Graham, for 25 years before his death. However, shortly prior to his death, Graham had an affair with Helen and, without Fiona’s knowledge, he changed his Will to leave everything to Helen.
We acted as executors in relation to the estate of Kevin*, who was one of five brothers.
During this process we found out that a property, which was the main asset of the estate, may have been incorrectly transferred to Kevin during his lifetime.
James* and Kristina were beneficiaries of their late mother’s estate. They were facing a claim from their late mother’s carer, Isobel, that she should be entitled to a share of their mother’s estate too.
We acted as executors in relation to the estate of Kevin*, who was one of five brothers.
David* was the trustee of a family trust. He had failed to take proper legal advice when he agreed to act as trustee and had paid out money to one of the beneficiaries, Eleanor, when he should not have done.
Trevor* (the executor) and the beneficiaries of the late Victoria’s estate had received poor tax advice from firm of accountants in relation to the estate.
In this case we helped the trustees to apply for clarification of unclear wording in a trust. The trust was amended so that it could be interpreted to give a more tax efficient outcome for the beneficiaries; helping them to save money.
Andrew* and Brian contacted us after their late brother died leaving only a handwritten Will. Both brothers were concerned that the Will had not been made in the presence of two witnesses and so was not valid. They also wanted our advice on whether the Will was forged.
You may feel suspicious if you feel your loved one has been influenced to leave their assets to certain people in their Will. This ‘undue influence’ can often be difficult to prove on its own, but your suspicions can be used with other relevant evidence to challenge a Will.