Private Client Issues – September 2023

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.

Read more about revocation of wills 

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.

Read more about 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.

Read more about mutual wills 

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?

Read more about changing 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.

Read more about charitable giving

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.

Read more on 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.