Welcome to this month’s edition of Private Client Issues, Blake Morgan’s monthly round-up of the topics you may find of interest. It features insight and advice on developments affecting private individuals.
Our teams work both from our offices and remotely and are happy to meet with you virtually, or in person where this is preferred. We have found that many clients prefer the convenience of a video meeting, whilst other prefer face to face, particularly for the first meeting.
Revocation of a Will by marriage
Could a Will executed just one day before a marriage be revoked by that same marriage? We take a look at an interesting recent case that delves into this issue.
A warning over costs in competing Inheritance Act claims
We examine a recent High Court case that highlighted the costs risks involved in pursuing litigation to full trial, particularly in Inheritance Act claims.
The doctrine of ‘Mutual Wills’
The doctrine of ‘mutual wills’ is a rarely used and yet incredibly powerful tool in the world of probate. We assess the High Court’s recent decision exploring the topic.
Do I need a lawyer to change my Will?
We recommend that you review your Will every 3-5 years as circumstances and legislation changes. However, can you do it yourself or do you need a lawyer to change your Will?
Leaving a gift to charity in your Will
Remember a Charity Week is between 11-17 September 2023. We consider leaving a gift to charity in your Will, how to do it and what the benefits are.
Answering your probate questions on BBC Sounds
Blake Morgan Private Client Partner, Lisa Davies, was again interviewed on BBC Radio Wales. This time the topic was applying for Probate.
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. You can also receive regular updates by following Blake Morgan on LinkedIn.
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