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Will I, won’t I?

28 October 2016 / Clare Kelly
Issue: 7720 / Categories: Features , Wills & Probate
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Clare Kelly provides a round-up of recent contentious probate case law

  • Ames v Jones provides a reminder that claims by adult children under the Inheritance Act will not be successful where they depend on a lifestyle choice.
  • Lloyd v Jones confirms that dementia alone (even where this is accompanied by bizarre delusions) will not mean a will is invalid on the grounds of capacity.
  • Guney v Kingsley Napley highlights the emotional toll of contentious probate disputes.

The hopes of adult children in claims under the Inheritance (Provision for Family and Dependants) Act 1975 (I(PFD)A 1975), given a boost by Ilott v Mitson [2015] EWCA Civ 797, [2016] 1 All ER 932, have been brought back down to earth by the decision in Ames v Jones & Ors [2016] EW Misc B67 (CC), where provision was denied because the claimant’s financial circumstances were found to be a lifestyle choice.

The case concerned an I(PFD)A 1975 claim by an adult child (Danielle) for provision from her late father’s estate. Her parents divorced when

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MOVERS & SHAKERS

CBI South-East Council—Mike Wilson

CBI South-East Council—Mike Wilson

Blake Morgan managing partner appointed chair of CBI South-East Council

Birketts—Phillippa O’Neill

Birketts—Phillippa O’Neill

Commercial dispute resolution team welcomes partner in Cambridge

Charles Russell Speechlys—Matthew Griffin

Charles Russell Speechlys—Matthew Griffin

Firm strengthens international funds capability with senior hire

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Writing in NLJ this week, James Harrison and Jenna Coad of Penningtons Manches Cooper chart the Privy Council’s demolition of the long-standing ‘shareholder rule’ in Jardine Strategic v Oasis Investments
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