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17 June 2016 / Giselle Davies , Giselle Davies
Issue: 7703 / Categories: Features , Charities
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A fatal flaw?

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Is it goodbye to freedom of testamentary disposition, ask Giselle Davies & Bethan Walsh

  • The aftermath of Ilott v Mitson and impact on charities.

The Court of Appeal’s judgment in the case of Ilott v Mitson [2015] EWCA Civ 797, [2016] 1 All ER 932, received widespread press coverage and sparked debate about leaving money to charity to the detriment of family members. Mrs Heather Ilott was estranged from her mother, Mrs Melita Jackson, following Ilott’s elopement with her now husband, almost 40 years before Jackson’s death. Jackson left her entire £500,000 estate to three charities and nothing to Ilott. Following a legal battle lasting several years, and in spite of her mother making it clear that she did not wish her daughter to inherit anything, Ilott was eventually awarded £164,000. The Court of Appeal (CofA) found that Jackson had acted in an “unreasonable, capricious and harsh” manner towards her daughter and Ilott’s personal hardship and family history led the CofA to award her £164,000.

Although the CofA handed down its judgment last year, this case continues to spark debate that pits charities against

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MOVERS & SHAKERS

Hogan Lovells—Lisa Quelch

Hogan Lovells—Lisa Quelch

Partner hire strengthens global infrastructure and energy financing practice

Sherrards—Jan Kunstyr

Sherrards—Jan Kunstyr

Legal director bolsters international expertise in dispute resolution team

Muckle LLP—Stacey Brown

Muckle LLP—Stacey Brown

Corporate governance and company law specialist joins the team

NEWS

NOTICE UNDER THE TRUSTEE ACT 1925

HERBERT SMITH STAFF PENSION SCHEME (THE “SCHEME”)

NOTICE TO CREDITORS AND BENEFICIARIES UNDER SECTION 27 OF THE TRUSTEE ACT 1925
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