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.

Suitable Structures And Jurisdictions For Setting Up A Family Office

The management of the wealth and affairs of ultra-high net worth individuals (UHNWIs) has evolved into a highly specialised industry, demanding tailored solutions for the preservation, growth, and intergenerational transfer of wealth.

United Kingdom Family

WL

Withers LLP

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

Recent Pensions Ombudsman determinations serve as a reminder that death benefit decision-making can be difficult for pension trustees to navigate.

United Kingdom Family

BP

Burness Paull

Who Has The Right To Arrange A Funeral?

The recent High Court case of Otitoju v Onwordi [2023] EWHC 2665 (Ch) has highlighted legal disputes regarding a person's right to arrange a loved one's funeral.

United Kingdom Family

CB

Coole Bevis

Civil Partner's Inheritance From Deceased's Estate Was A Relevant Factor For Death Benefit Decision

Where a trustee has to decide who should receive a lump sum death benefit held on discretionary trusts, is it relevant to consider who inherited the deceased's estate?

United Kingdom Family

AG

Addleshaw Goddard

Mike Lynch: Relevance In Estate Administration And Insolvent Estates

United Kingdom Family

HC

Herrington Carmichael

Modernising Wills Law: What The Upcoming Reforms Mean For You

United Kingdom Family

WS

Wrigleys Solicitors

Sustainable Farming And Tax Relief: What's Changing In 2025?

United Kingdom Family

RB

Rothera Bray

Heirs To Leaders: Succession Of The Next Generation In Family Businesses

United Kingdom Family

Sa

Shepherd and Wedderburn LLP

Caroline Foulger Examines The 2027 IHT Changes And Why Families Must Act Early In WealthBriefing

United Kingdom Family

HL

Hunters

Post-Nups vs Settlement Agreements: The Battle For A Clean Break In PN v SA [2025] EWFC 141

United Kingdom Family

AG

Anthony Gold Solicitors LLP

Preparing For Care Transitions: Estate Planning When Your Child Has Additional Needs

United Kingdom Family

HL

Hunters

Private Client Partners Comment On Potential Inheritance Tax Changes

United Kingdom Tax

SW

Spencer West

Caroline Foulger Examines The 2027 IHT Changes: Why Families Must Act Early In The WealthBriefing

United Kingdom Family

HL

Hunters

Ghost Heirs And Stolen Fortune – How The Bona Vacantia List Became A Fraudster's Playground

United Kingdom Family

HC

Herrington Carmichael

When Boundaries Are Crossed: Neighbour Disputes – A Legal Perspective (Podcast)

United Kingdom Litigation

GC

Gatehouse Chambers

Client Beware: The Utilization Of Artificial Intelligence Platforms And The Potential Waiver Of Attorney-Client Privilege

United Kingdom Technology

IG

IR Global

Leasehold Reform: Judicial Challenge Puts Future Of Key Provisions In Doubt

United Kingdom Real Estate

RF

Ronald Fletcher Baker

Hidden Homelessness: Legal Guidance For 'Sofa-Surfers' (29 July 2025) (Video)

United Kingdom Real Estate

DL

Duncan Lewis & Co Solicitors

Employment Essentials: Drugs In The Workplace - What Employers Need To Know (Podcast)

United Kingdom Employment

GW

Gowling WLG

Caroline Foulger Outlines The Growing IHT Burden For Average Families In The FT Adviser

Caroline Foulger, Partner in our Private Client department, highlights that while the introduction of the transferable nil rate band in 2007 and the residence nil rate band in 2017...

United Kingdom Tax

HL

Hunters

From Viral To Vulnerable: Why Young People Acquiring Sudden Wealth Should Seek Expert Professional Advice

When we think about someone being vulnerable, we often think about an elderly person who might be taken advantage of, or a person with a physical or intellectual disability who requires safeguarding.

United Kingdom Family

HL

Hunters

From Shelter To Liability: How Pension Changes Are Going To Reshape Estate Planning

The initial proposals were that the responsibility for reporting the value of a pension pot to HMRC, and paying any IHT arising, would fall on pension scheme administrators (PSAs).

United Kingdom Family

HL

Hunters

Pets Are Property – But Should They Be? How Pets Are Treated On Divorce

Currently, the law in England and Wales treats pets as personal property or ‘chattels'. Therefore, similar to a car, an item of furniture or an appliance. This is of course not how pet owners will view their companions...

United Kingdom Family

AG

Anthony Gold Solicitors LLP

Costs In Executor Disputes: Recent Judicial Insights And Principles

United Kingdom Family

BJ

Browne Jacobson

Understanding Your Rights And Responsibilities As An Executor Of A Will

United Kingdom Family

BJ

Browne Jacobson

President Trump And Making Your Inheritance Tax Planning Great Again!

United Kingdom Tax

BP

Burness Paull

What Happens When A Trustee Loses Mental Capacity? Removing Or Replacing A Trustee

United Kingdom Family

HC

Herrington Carmichael

IHT Instalment Options

United Kingdom Family

WS

Wrigleys Solicitors

We Live In An Unpredictable World – Why You Shouldn't Put Off Your Lasting Powers Of Attorney

United Kingdom Family

HC

Herrington Carmichael

Stealing From The Dead: How Dying Intestate Could Play Into The Hands Of Criminals

United Kingdom Family

HL

Hunters

The Terminally Ill Adults (End Of Life) Bill 2025

United Kingdom Family

HL

Hunters

The Meaning Of "Children" In Wills And Trusts

United Kingdom Family

M

Macfarlanes LLP

What's Mine Might Stay Mine: Supreme Court Rules On Pre-Marital Gifts: Standish v Standish (29 July 2025)

United Kingdom Family

DL

Duncan Lewis & Co Solicitors

Stealing From The Dead: How Dying Intestate Could Play Into The Hands Of Criminals

A government list known as ‘Bona Vacantia' has been taken offline, after a BBC investigation uncovered evidence that criminals were using it to steal assets worth millions...

United Kingdom Family

HL

Hunters

The Terminally Ill Adults (End Of Life) Bill 2025

The Terminally Ill Adults (End of Life) Bill 2025 has been passed by the House of Commons with a narrow majority, and is now at the second reading stage in the House of Lords.

United Kingdom Family

HL

Hunters

The Meaning Of "Children" In Wills And Trusts

Wills and trusts often refer to beneficiaries in general terms, rather than specifically by name, for example, "I give £10,000 to each of my children".

United Kingdom Family

M

Macfarlanes LLP

What's Mine Might Stay Mine: Supreme Court Rules On Pre-Marital Gifts: Standish v Standish (29 July 2025)

Apparently, ‘what's yours is mine' does not apply to gifted assets, who knew? In a landmark decision that could reshape financial proceedings on divorce, the UK Supreme Court has handed down judgment...

United Kingdom Family

DL

Duncan Lewis & Co Solicitors

Hot Off The Press - The Supreme Court Judgment In Standish v Standish

United Kingdom Family

WL

Withers LLP

Inheritance Tax On Pensions: Further Clarifications Following Technical Consultation

A recent poll on pensions by AJ Bell suggested that charging inheritance tax on pensions was the Labour government's most unpopular change so far...

United Kingdom Tax

HL

Hunters

Daughter Entitled To Sums For Caring For Her Late Mother Prior To Death (Rogers v Wills)

Dispute Resolution analysis: Following a trial, a daughter has been held to be entitled to the receipt of substantial sums from the estate of her late mother pursuant to the terms of a contract...

United Kingdom Family

GC

Gatehouse Chambers

Who Takes The Wheel? What Happens To A Car When The Owner Dies In The UK

They say you can't take it with you – not even your car. So, when someone passes away, it's best to make sure the vehicle doesn't get left idling in legal limbo...

United Kingdom Family

HC

Herrington Carmichael

Wills Q&A Part 2: Executors, Probate, And Common Misconceptions

In Part 1, we covered why a Will is important and what to include. Now let's talk about what happens after your Will is written, and how to make sure it's carried out properly.

United Kingdom Family

RB

Rothera Bray

Your Teen Just Turned 18 – Now What? Create A Young Adult Safety Plan Before They Head To College

United Kingdom Family

IG

IR Global

How To Revoke A Will

United Kingdom Family

HL

Higgs LLP

Wills Q&A Part 1: Why You Need One And What To Include

United Kingdom Family

RB

Rothera Bray

Saleemi v Parvez [2025] EWHC: When Executors Evade Justice In The England And Wales Jurisdiction

United Kingdom Family

WL

Withers LLP

The Cost Of Care: What The UK Case Of Rogers V Wills Reveals About Family, Fairness, And Inheritance

United Kingdom Family

WL

Withers LLP

Are Promises Made In Personal Relationships Always Legally Binding?

United Kingdom Family

HC

Herrington Carmichael

Funeral Disputes And The Rights To A Body

United Kingdom Family

IG

IR Global

UK Non-Dom Inheritance Tax U-Turn: What High-Net-Worth UK Residents Need To Know Now

United Kingdom Tax

HL

Hunters

When Executors Go Rogue: How To Remove A Personal Representative

United Kingdom Family

AG

Anthony Gold Solicitors LLP

Wills, Probate, And Modern Estate Planning: Navigating The Shift Toward Testamentary Substitutes

United Kingdom Family

AG

Anthony Gold Solicitors LLP

Testamentary Capacity: Key Legal Principles For Will Validity

United Kingdom Family

AG

Anthony Gold Solicitors LLP

Recovering Assets From A Former Attorney After The Donor's Death

United Kingdom Family

AG

Anthony Gold Solicitors LLP

When Planning For The Future Starts Too Late

United Kingdom Family

BH

Boodle Hatfield

When Will The Last Section 21 Notice Be Served?

United Kingdom Family

AG

Anthony Gold Solicitors LLP

Marilyn Monroe's Estate Saga: Why You Should Consider Creating A Trust

United Kingdom Family

HL

Hunters

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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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