Mutual Wills – Law and Practice

Mutual Wills – Law and Practice
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  • 49m
  • Intermediate
  • Released 1st Nov 2021
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This is a practical session that will provide a grounding in the law relating to laws regarding Mutual Wills. It will examine the relevant legislation, provide a view on the key case law. The second half of the session will look at guidance provided by the Law Society under WIQS as to your duties when advising about mutual wills. I will also offer practical suggestions on practice management for the Private Client department to ensure that the chances of your Wills being subject to a mutual wills claim being brought against one of your wills is reduced.

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Resources:

  • Remember A Charity Strategic Priorities 2019 2021 | Download
  • Remember A Charity Campaign Supporter Scheme | Download
  • Remember A Charity 2020 Impact Report | Download

For more information on Remember A Charity, visit their partner profile by clicking the logo to the side of this video.

Learning objectives:

  • Learn about the relevant legislation and case law for mutual wills.
  • Practical application in will preparation

Your CPD Certificate can be found in your Account.

James Beresford

Partner – Head of Estate Planning and Probate • BLM Law

James is a wealth preservation specialist and works with individuals who require advice regarding asset protection, inheritance tax or capacity issues. James works with his clients to help them identity their particular areas of risk and then creates bespoke estate plans for them so that their risks are mitigated and ultimately the client gets peace of mind.

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