This case is a rare example of the courts having to potentially apply the Commorientes rule for a situation in which there is uncertainty about which of two people passed away first. 

I share a personal story to start off this episode, as it helped me to bring some clarity to my own functions and activities as an estate planner. We then look at how the same principle applies with clarifying your client's purposes.

In this episode, we take a look at one form of promotional activity for estate planners - networking - to explore the effective methods of generating new leads, and some key errors to avoid. 

In this episode, we take a look at some of the different hats that we wear as estate planners and the occasions when mixing up the hats can lead to unnecessary problems.

This episode looks at the use of the Hotchpot clause in wills. We take a look at some of the problems with its use and the solutions to fully achieve the testator's wishes. 

This is an extended episode, covering the September 2024 case of Oliver v Oliver. The case involves elements of Section 9 of the Wills Act, Testamentary Capacity and Undue Influence. 

This is the third and final episode on the Competition and Markets Authority guidance for unregulated legal services. This episode covers the topics of Reasonable Care and Skill and Sales Practices.

This episode continues the review of the Competition and Markets Authority guidance for unregulated legal services, and specifically looks over their provisions covering the fairness of contract terms.

The Competition and Markets Authority have released their guidance on consumer protection law for unregulated legal services. This episode looks at part of that guidance as it relates to providing accurate information to consumers.

A person cannot deliberately deprive themselves of assets for the purpose of avoiding paying for their care and support charges. In this episode we take a look at the historic development of this principle and its application today.