Undue influence: Reform needed?

Emily Exton and Rebecca Welman provide a summary of recent undue influence cases and outline their relevance for practitioners ‘It is long established that mere persuasion of the testator which results in a change of mind will not amount to undue influence.’ English law distinguishes between undue influence in the context of lifetime gifts and …
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Gupta v Gupta & ors [2019] WTLR 575

Wills & Trusts Law Reports | Summer 2019 #175

The Claimant (‘Rakesh’) sought to pronounce against the only will made by his late mother, Urmila Rani Gupta (‘the Will’). The Defendants were his two siblings (‘Naresh’ and ‘Sashi’), their children and his own children. The only party actively defending the claim was Naresh – he also brought a Part 20 Claim to appoint an independent administrator of the estate. The Part 20 Claim was not opposed.

The Deceased and her husband Laxmi made mirror wills in November 1998. Laxmi died before the Deceased, so the effect of the Will was that it gave Sashi and each grandchild a small pecunia...

Undue Influence: Tread carefully

Schomberg v Taylor demonstrates the high evidential burden of challenging a will under undue influence. Mark Keenan and David Hickmott explain ‘Where an allegation of undue influence is made, the burden of proof is on the party alleging the misconduct and the civil standard of the balance of probabilities applies.’ There are various grounds upon …
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Wills: Focus first

Anna Bruce-Smith sets out the lessons to be learned from Wharton v Bancroft ‘Mr Justice Norris went out of his way to commend counsel for keeping the number of witnesses to a minimum by weeding out the periphery testimonies, in particular those who seemed keen only to air their grievances against either White Horse or …
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Wills: Has the golden rule lost its lustre?

Charles Holbech reviews the importance of a medical opinion for the aged or infirm testator ‘Even though the golden rule may not, on close examination, be a golden rule, it does not follow that solicitors would be to safe to disregard it: they should be aware of the risk of a negligence claim should they …
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Wills: The right to spite

Fiona Campbell-White assesses whether we are still at liberty to leave our property to whomever we choose, however irrational ‘A testator can be unreasonable when making their will, provided that they are not deluded at the same time. Similarly, a will can be irrational, provided that the testator is capable of making a rational, fair …
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