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A fatal flaw?

17 June 2016 / Giselle Davies , Giselle Davies
Issue: 7703 / Categories: Features , Charities
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Is it goodbye to freedom of testamentary disposition, ask Giselle Davies & Bethan Walsh

  • The aftermath of Ilott v Mitson and impact on charities.

The Court of Appeal’s judgment in the case of Ilott v Mitson [2015] EWCA Civ 797, [2016] 1 All ER 932, received widespread press coverage and sparked debate about leaving money to charity to the detriment of family members. Mrs Heather Ilott was estranged from her mother, Mrs Melita Jackson, following Ilott’s elopement with her now husband, almost 40 years before Jackson’s death. Jackson left her entire £500,000 estate to three charities and nothing to Ilott. Following a legal battle lasting several years, and in spite of her mother making it clear that she did not wish her daughter to inherit anything, Ilott was eventually awarded £164,000. The Court of Appeal (CofA) found that Jackson had acted in an “unreasonable, capricious and harsh” manner towards her daughter and Ilott’s personal hardship and family history led the CofA to award her £164,000.

Although the CofA handed down its judgment last year,

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