Private Client Issues – March 2020


Posted by Helen Bunker, 12th March 2020
Welcome to this month’s edition of Private Client Issues, Blake Morgan’s monthly round-up of the topics you may find of interest. Insight and advice on developments affecting private individuals.

TESTAMENTARY CAPACITY – MENTAL CAPACITY AND CHALLENGING WILLS

Mental capacity is critical to making a Will. The concept is known as ‘testamentary capacity’ and concerns the ability of a person (the testator) to make a Will. Many disputes hinge on testamentary capacity, whether the testator had the necessary capacity to make a Will at the time their Will was written and signed.

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REFORM OF INHERITANCE TAX

Our expert examines the reform of inheritance tax in a two-part series of blogs, you can read both here and find out who the winners and losers of the changes are.

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YOUR LAST WILL AND TESTAMENT – AVOIDING UNNECESSARY DRAMA

We look at what can happen if you haven’t updated your Will and how to avoid disputes and drama so that you have peace of mind.

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ARE ISLAMIC RELIGIOUS MARRIAGES VALID IN ENGLAND AND WALES?

Judgment was handed down in a recent case, confirming that religious marriage ceremonies performed in England and Wales are not valid marriages.

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STATUTORY LEGACY INCREASE FOR SPOUSES AND CIVIL PARTNERS

The Government announced an increase in the amount that a person can inherit if their spouse or civil partner dies, leaving children, but no Will. Is the statutory legacy enough? We take a look in more detail and advise on the best course of action.

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If you are impacted by any of the above topics or you would like further information on how we can help you, please contact your usual Blake Morgan adviser.

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