• Posted

Assisting client in investigation of matters of potential will validity challenge on grounds of lack of testamentary capacity or want of knowledge & approval and/or Inheritance Act claim and/or application under the Variation of Trusts Act 1958.

The client faced the prospect of receiving nil benefit from the estate of his deceased wife after she had changed her Will a matter of only days before her death during the period of her hospital stay.

The Will was particularly inefficient in tax terms and resulted in an unnecessary extra c. £200,000 inheritance tax liability.

The matter is complicated by the involvement of minors and need for litigation friend and also fact that shortly before her death the deceased had contemplated pursuing divorce proceedings.

Matter value: Estate value £1m