United Kingdom: Wills/ Intestacy/ Estate Planning

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Welcome to the Mondaq Family and Matrimonial homepage, here you will find thought leadership articles, podcasts, videos and webinars providing insights covering topics such as Divorce, Family Law, Wills and Estate Planning.

Bona Vacantia List Reinstated: What This Means For Unclaimed Estates And Will Fraud

The UK Government has confirmed that the Bona Vacantia (unclaimed estates) list has been reinstated, following a review into concerns that the list was being misused for fraudulent purposes.

United Kingdom Family

AG

Anthony Gold Solicitors LLP

Why Succession Cannot Be Left To Chance

Few decisions test a family business quite like succession.

United Kingdom Family

BL

Buckles Law

The Importance Of Mediation In Inheritance Disputes

Mediation plays a crucial role in inheritance disputes by offering a confidential, flexible and cost-effective alternative to litigation. In emotionally charged situations involving family dynamics...

United Kingdom Family

BL

Barnes Law

Can WhatsApp Messages Decide Financial Outcomes On Divorce?

Digital communication now plays a central role in how couples manage their relationships, both in good times and bad.

United Kingdom Family

BL

Buckles Law

New Inheritance Tax Rules For Farms: £2.5 Million Relief Cap Explained

United Kingdom Family

RB

Rothera Bray

People Focus: Jasmin Marshall – Wills & Probate

United Kingdom Family

RB

Rothera Bray

Understanding PLO Meetings: A Guide For Families 2026 (12 January 2026) (Video)

United Kingdom Family

DL

Duncan Lewis & Co Solicitors

APR And BPR Relief Allowance Increased To £2.5 Million: What Does It Mean For Business Owners And Farmers?

United Kingdom Family

WL

Withers LLP

Marriage And The Revocation Of Wills: Will The Government Say 'I Do'?

United Kingdom Family

HL

Hunters

Reasonable Provision: Protecting Your Estate From Claims Under The Inheritance (Provision For Family And Dependants) Act 1975

United Kingdom Family

HL

Hunters

Family Business- Successful Succession

United Kingdom Commercial

GP

Giambrone & Partners

How The Budget Influences Divorce, Financial Settlements And Family Wealth Planning

United Kingdom Family

BL

Buckles Law

Relocation, Relocation, Relocation…

United Kingdom Tax

GGI Global Alliance

Tax Efficiency And HMRC Compliance – The Rise Of Family Investment Companies

United Kingdom Tax

HL

Hunters

Reflections On 2025 (Podcast)

United Kingdom Commercial

LS

Lewis Silkin

When Can Social Care Legally Remove Your Children? (4 December 2025) (Video)

United Kingdom Family

DL

Duncan Lewis & Co Solicitors

UK Public M&A Monthly Activity Update: December 2025

United Kingdom Commercial

KL

Herbert Smith Freehills Kramer LLP

Episode 23: Mergerspresso - Christmas Special (Podcast)

United Kingdom Finance

AG

Addleshaw Goddard

CSRD And CSDDD Version 2.0 – The EU's Sustainability Framework Redefined

United Kingdom Commercial

TS

Travers Smith LLP

How The 2026 Agricultural And Business Property Relief Changes Could Affect Your Estate

From April 2026, the rules surrounding Agricultural Property Relief (APR) and Business Property Relief (BPR) are set to change; a move that could significantly affect how farming families...

United Kingdom Family

PB

Parker Bullen

Budget 2025 Outcomes And Continuing Estate Planning Challenges

From an IHT perspective, the budget was largely received with a sense of relief. Several proposed changes to the regime including the removal of the residence nil rate band...

United Kingdom Family

HL

Hunters

Will Of Former IRA Member Sealed Due To Concerns For Representative's Safety

The High Court of England and Wales has ruled that the will of Freddie Scappaticci, who was widely identified as both a leading member of the IRA and an agent for the British Government during the 1980s and 1990s...

United Kingdom Family

KL

Herbert Smith Freehills Kramer LLP

Understanding The Law Around Polyamorous Relationships In The UK

Love doesn't always fit the traditional mould. For some, it means one lifelong partnership.

United Kingdom Family

BL

Buckles Law

Protecting Wealth Internationally — UK Trusts vs UAE Foundations And Family Offices

Worldwide Commercial

BL

Barnes Law

Lifetime Gifting Under Fire: What The Autumn Budget Could Mean For Your Estate Plan

United Kingdom Tax

HL

Hunters

Private Wills: Is Johnson v HM Attorney-General The New Normal Or An Outlier?

United Kingdom Family

WL

Withers LLP

Estate And Wealth Planning: Six Lesser-known Options

United Kingdom Family

Sa

Shepherd and Wedderburn LLP

Why It's Important To Update Your Will After Major Life Events

United Kingdom Family

BL

Buckles Law

Navigating Probate And Inheritance Law And Legal Disputes In Estate Administration

United Kingdom Family

GP

Giambrone & Partners

Undue Influence – When Influence Goes Too Far

United Kingdom Litigation

HL

Hunters

Remarriage Without Closure: Why Timing Your New Beginning Matters Legally And Financially

United Kingdom Family

BL

Buckles Law

She Who Laughs Last? Pets, Perpetuities, And Other Problems With The Last Will And Testament Of Taylor A. Swift.

United Kingdom Family

GC

Gatehouse Chambers

Wills And Estate Planning: Some Words Of Wisdom

United Kingdom Family

Sa

Shepherd and Wedderburn LLP

Undue Influence – When Influence Goes Too Far

Disputed Wills are, sadly, becoming an increasingly common fact of life.

United Kingdom Litigation

HL

Hunters

Remarriage Without Closure: Why Timing Your New Beginning Matters Legally And Financially

Most people assume the divorce is "done" when the court grants the final order. In law, though, dissolving the marriage and settling the finances are two separate processes.

United Kingdom Family

BL

Buckles Law

She Who Laughs Last? Pets, Perpetuities, And Other Problems With The Last Will And Testament Of Taylor A. Swift.

Taylor Swift's Anti-Hero is, to the best of my knowledge, the only pop song to feature a contentious probate dispute (Reader: if you know another, do please tell).

United Kingdom Family

GC

Gatehouse Chambers

Wills And Estate Planning: Some Words Of Wisdom

Estate planning deals with both of life's famous certainties, so it's not surprising that many people have shared thoughts that are relevant to the subject.

United Kingdom Family

Sa

Shepherd and Wedderburn LLP

The Rise Of The Family Investment Company

United Kingdom Family

HL

Hunters

Inheritance Tax And Lifetime Gifting: Should You Act Before November's Budget?

With potential reforms to Inheritance Tax expected in November's Budget, individuals may wish to seek advice on lifetime gifting sooner rather than la...

United Kingdom Tax

WS

Wrigleys Solicitors

All Characteristics Aside: Fernandez v Fernandez Reaffirms The Court's Wide Statutory Jurisdiction To Remove Personal Representatives And Trustees...

The recent Chancery Appeal decision in Fernandez v Fernandez and others [2025] EWCA 2373 (Ch) is a striking reminder that the operation of the court's jurisdiction...

United Kingdom Family

M

Macfarlanes LLP

Inheritance Disputes And The Disappointed Farmer

You have toiled on the land with your father and farmed in partnership for over 20 years having been promised that the farm will be yours one day...

United Kingdom Family

Sa

Shepherd and Wedderburn LLP

No Line Of Sight: Due Execution And Presence In The Estate Of Kathleen Coady

District Judge Chloë Phillips has given judgment in Coady v Coady PT-2023-BHM-000025 (Business & Property Courts in Birmingham (Probate)), determining as a preliminary issue whether a Covid‑era...

United Kingdom Family

GC

Gatehouse Chambers

Inheritance Tax And Pensions Explained

United Kingdom Tax

PB

Parker Bullen

The Place For Lifetime Trusts As Part Of The Estate Planning And Provision Of Long Term Financial Security For A Vulnerable Person

United Kingdom Family

HL

Hunters

Draft Finance Bill 2025-26: Inheritance Tax Provisions

United Kingdom Family

BJ

Browne Jacobson

What Happens When There Is Ambiguity In A Will?

United Kingdom Family

BJ

Browne Jacobson

Contesting Wills: Rising Prevalence Of Will Challenges – Implications For Advisors

United Kingdom Family

HL

Hunters

Navigating The Rising Tide Of Will Disputes

United Kingdom Family

HL

Hunters

Cohabiting Couples Consultation Planned – But What Rights Do You Have? (15 September 2025)

United Kingdom Family

DL

Duncan Lewis & Co Solicitors

Big Changes To Pension And Inheritance Tax Rules Coming In 2027: What You Need To Know

United Kingdom Family

RB

Rothera Bray

No Contest Clauses In Wills: How They Affect Inheritance Act Claims

United Kingdom Family

BJ

Browne Jacobson

No Contest Clauses In Wills: How They Work And When They're Valid

United Kingdom Family

BJ

Browne Jacobson

Caroline Foulger Comments On The Role Of Trusts In Angela Rayner's Stamp Duty Case In The BBC

United Kingdom Family

HL

Hunters

Steps We Take To Accommodate People Who Are Blind Or Partially Sighted In Relation To Will Instructions And Signing

United Kingdom Family

HL

Hunters

Suitable Structures And Jurisdictions For Setting Up A Family Office

United Kingdom Family

WL

Withers LLP

Death Benefit: Why Pension Trustees Should Carefully Investigate Who Is The Legitimate Beneficiary

United Kingdom Family

BP

Burness Paull

Who Has The Right To Arrange A Funeral?

United Kingdom Family

CB

Coole Bevis

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Latest Videos

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Who Can Inherit If There's No Will: The Rules Of Intestacy (Video)

HL

Higgs LLP

Understanding Contested Probate: What You Need To Know (Video)

DL

Duncan Lewis & Co Solicitors

Challenging Lifetime Gifts And Lasting Powers Of Attorney (Video)

DS

DMH Stallard

Watch: Victoria Grogan In The PCD Hot Seat (Video)

CC

Collas Crill

The Importance Of A Letter Of Wishes (Video)

O

Ocorian

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