Partner Kieran Bowe has appeared in an article in Money Week, providing valuable insights into what should be excluded from a will, such as sensitive information, personal items and details of joint assets, offering practical guidance to ensure effective estate administration, while highlighting the potential pitfalls that could invalidate a will.
If you want to disinherit people, it’s best to leave the will silent and have a separate letter of wishes, or a statement that accompanies the will, that can be there to guide executors or other people necessary thereafter. Clauses that may cause upset or hurt – if there are family difficulties or difficult relationships, keep that outside of the will and deal with it separately by way of a letter of wishes. That way you’re not airing your dirty linen in public.
Kieran Bowe is in the private client team, specialising in tax, estate and succession planning, often acting for high net worth individuals, entrepreneurs and business owners. He advises in relation to the preparation of wills, estate and tax planning including business succession and wealth protection for future generations, probate, lifetime trusts, trusts for vulnerable and disabled individuals, lasting powers of attorney, enduring powers of attorney and court of protection matters.
Private client legal news—January 2024
Read the recent updates and hot topics from across the private client team.