T’int right, T’int fair, T’int proper! The importance of a valid will

Issues of succession.

The obituaries of the late Lord Braybrooke reported that the title was inherited by the 10th Baron’s third cousin twice removed, Richard Ralph Neville, rather than the eldest of Lord Braybrooke’s eight daughters.

The estate passes to Louise Newman under the terms of the 7th Baron’s will made before he died in 1941; she is the 7th Baron’s granddaughter.

Countess Mountbatten of Burma also died recently.  Her obituary reported that because Lord Louis Mountbatten had no male heirs, a special remainder had been granted by King George VI in 1946 to allow the title to pass through the female line for one generation.  Accordingly, Norton Knatchbull is now the third Earl Mountbatten of Burma.

These reports have reminded us to remind you that, titled or not, you need to ensure that your assets will pass to those whom you wish to benefit and this will not necessarily be the case unless you leave a valid will.

Although changes were made to the intestacy rules in 2014, it is not necessarily the case that a surviving spouse or civil partner will automatically inherit everything and a cohabiting partner would not necessarily receive anything.

The rules about the Royal Succession were recently changed such that had Charlotte been born before George, she would be the monarch in preference to him (not that any of them want to be, according to Prince Harry).

For more details on matters of succession or a discussion of the relative merits of Poldark v Downton, please get in touch with your usual contact partner or use our enquiry form.

NICOLA HALL

BILSHAN MENSAH

Sam Inkersole

In 2022, Sam won the Taxation’s Rising Star award at the Taxation Awards in and was named in the Accountancy Age 35 Under 35.

Jon Wedge

While Jon’s client work focuses on the financial services sector, he also oversees the firm’s assurance service, as well as supporting the trainees following in his footsteps.

ELANA DIMMER

Elana joined us in 2017 as an ACA trainee, after graduating from Durham University where she had studied languages. She is now a manager in our assurance team.

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