News

Managing a beneficiary: steps to take

Andrew O’Keeffe, Partner and Sarah Turner, Solicitor at Wedlake Bell talk about the steps to follow when there are concerns about how a trust is being managed. The primary fiduciary… Read more →

News

In Trust

We hope you are safe and well and that the issues highlighted in this edition will address some of your estate planning concerns as we move towards life post lockdown.… Read more →

News

COVID-19 – WEALTH PROTECTION AND PLANNING IN TIMES OF DISTRESS

The coronavirus pandemic has pervaded all aspects of life, both personal and professional, without discrimination.  Below are some essential legal housekeeping tips to keep on top of your affairs and… Read more →

News

Private Client Team Awards and News

Awards Ranked in Tier I of eprivateclient’s Top Law Firms 2019   Private Client team shortlisted for STEP’s ‘Private Client Legal Team of the Year – mid size’ Camilla Wallace, Head… Read more →

News

Disputing an Inheritance: Claims under the Inheritance (Provision for Family and Dependants) Act 1975

Introduction The freedom to leave your estate to whom you wish is a hallmark of the law of succession in England and Wales. In contrast to most other European countries,… Read more →

Bulletins

In Trust Summer 2019

WELCOME FROM THE EDITOR Welcome to the Summer 2019 edition of In Trust. In this issue, we bring together a range of articles to provide you with a general “wealth… Read more →

Bulletins

In Trust Winter 2018/2019

Welcome from the editor A warm welcome to the Winter 2018/19 edition of In Trust. In this issue we bring together a range of articles to highlight how we can… Read more →

News

Can my half-sister challenge our father’s will? – Financial Times

The article was originally posted by the Financial Times on 7/11/2018. Can my half-sister challenge our father’s will? My elderly father has died and left most of his assets to… Read more →

Bulletins

In Trust Summer 2018

Welcome From the Editor A warm welcome to the Summer 2018 edition of In Trust. Through increasing globalisation, we are seeing an ever growing number of our clients with international… Read more →

News

“Was my father ‘coerced’ into rewriting his will?” – Andrew O’Keeffe responds to a reader’s question for The FT

Andrew O’Keeffe, Head of our Private Client Team, has had his responds to a reader’s question on inheritance for The FT. On the issue of contesting a re-written Will, Andrew… Read more →

News

“How a common law partner can go against your will” – Andrew O’Keeffe and Jemma Goddard write for Spear’s Magazine

The recent case of Thompson v Ragget and others [2018] offers a stark reminder that a ‘common law’ husband or wife may be entitled to receive a substantial proportion of… Read more →

News

Ministry of Justice Power of Attorney Fee Refund Scheme

If you applied to register a Lasting Power of Attorney (LPA) or Enduring Power of Attorney (EPA) during the period 1 April 2013 and 31 March 2017, you could be… Read more →

News

“Where there’s a Will, there’s a way” Partner, Andrew O’Keeffe, writes for Spear’s Magazine

Partner and Head of Private Client Team, Andrew O’Keeffe, has written a new article on the importance of planning ahead for Wills for Spear’s Magazine. The article, published on 22… Read more →

Bulletins

IN TRUST SUMMER 2017

WELCOME FROM THE EDITOR It is my pleasure to welcome you to this issue of In Trust. In the wake of the shock General Election result and newly-formed minority Government,… Read more →

Bulletins

Succession rights and estate planning for unmarried cohabitants

Many assume that couples who are neither married nor in a civil partnership but who live together (“cohabitants” for the purposes of this article) have a “common law marriage” entitling… Read more →

Bulletins

Ilott v The Blue Cross: a victory for testamentary freedom

On 15 March the Supreme Court ruled on the landmark case of Ilott v The Blue Cross (previously Ilott v Mitson), a claim originally brought by a daughter excluded from… Read more →

Bulletins

How to avoid family breakdown over heirlooms

Wealthy families should not overlook the emotional and legal complexities involved in the disposal of their valuables, write Ann Stanyer and Andrew O’Keeffe. This article was first published in Spear’s… Read more →

Bulletins

DNA testing resolves Scottish baronetcy succession dispute

Andrew O’Keeffe comments on the legal fight over the Scottish baronetcy of Pringle of Stichill in STEP Journal. The Privy Council has ruled that DNA evidence can be accepted to… Read more →

Bulletins

Can death supersede divorce settlements?

Charmaine Hast and Andrew O’Keeffe discuss the complications of death before divorce in an article published in Spears Magazine on 16 May 2016. To view the article in full, please… Read more →

Bulletins

Disputes Over A Will – The Lynda Bellingham Case

Andrew O’Keeffe discusses how you can safeguard your will against possible disputes using the recent case of Lynda Bellingham in Wealth Briefing. To read the full article first published in… Read more →