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Wilkinson v Kirkham demonstrated the court’s modern approach to the interpretation of ambiguous wording. John Lambe explores the court’s approach and explains the impact on practitioners.   The High Court’s recent decision in Wilkinson v

A couple at a table full of bills marked overdue

John Lambe navigates the tricky landscape of insolvent estates, setting out some common mistakes and explaining how to deal with them.   Insolvent estates are far from rare. Current data suggests that around one in

A recent High Court decision provides a useful reminder for private client lawyers and wealth advisers about the potential scope of claims under the Inheritance (Provision for Family and Dependants) Act 1975, particularly in relation

A woman holding papers speaks to a worried looking couple

A recent High Court case, Smith v Campbell & Others (2025), provides important lessons for private client lawyers dealing with trust disputes. The case involved the administration of a family trust set up by Graham

When HHJ Russen KC handed down his judgment in Jenkins v Evans [2025] EWHC 2438 (Ch), it didn’t just close a four-year family feud over a modest Wiltshire estate – it reaffirmed several cornerstones of

Ivey v Lythgoe

The High Court has handed down an important judgment in Ivey & Ors v Lythgoe & Anor [2025] EWHC 2325 (Ch), which will interest all practitioners handling contentious probate and advising on will preparation. Background

Modern families are increasingly complex, yet succession law remains rigidly traditional. Stepchildren have no automatic rights of inheritance, and second families are often unintentionally excluded – particularly where wills are outdated or intestacy rules apply.

Defending Inheritance Act claims - a guide for private client professionals

Claims under the Inheritance (Provision for Family and Dependants) Act 1975 (IPFDA) are on the rise – and often land on the desks of executors and beneficiaries who were never expecting a legal dispute. For

Inheritance Act claims

Many non-contentious practitioners are surprised at how often adult children – sometimes financially independent, sometimes estranged – bring claims under the Inheritance (Provision for Family and Dependants) Act 1975. While the myth persists that adult

What is undue influence? It is possible to have a Will set aside on grounds that it was procured by means of undue influence. This is the idea that a testator has been influenced by

John Lambe

What is undue influence? It is possible to have a Will set aside on grounds that it was procured by means of undue influence. This is the idea that a testator has been influenced by

John Lambe

With an increasing ageing population, financial abuse is depressingly common. Sometimes it is picked up during the victim’s lifetime and, if they lack capacity, the Court of Protection may become involved. However, often financial abuse

John Lambe

Many people who bring a claim seeking an award of financial provision under the Inheritance (Provision for Family and Dependants) Act 1975 (IPFDA) live in necessitous circumstances and cannot afford to pay a lawyer to

John Lambe

Decisions made by trustees often become acrimonious and can even evolve into claims for breach of trust and for the removal of the trustees. Fixed Interest Trusts The trustees of a fixed interest trust do

John Lambe

It is often said that a spouse is a favoured applicant under the Act because: the level of provision is such financial provision as it would be reasonable in all the circumstances for a spouse

Avoiding disputes about digital assets after death

A Populus survey commissioned in June 2020 by the Law Society found that just 26% of respondents know what happens to their digital assets after they die. Of those surveyed who have a Will, an

Personal representatives are exposed to liability in several situations. In this short article I will describe how personal representatives can protect themselves from liability. Claims of unknown beneficiaries/creditors A personal representative can face a claim

Will Remote Witnessing of Wills Increase Will Disputes? We’ve seen a huge influx in the number of people wanting to make a Will during the Coronavirus pandemic, but many have been finding it tricky to

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