Is this Right or Wrong?

In August 3, 2015
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What a good debate over a drink in your local this story would be… the story of a daughter who has been awarded £168,000 from her late mother’s Will, in over a decade battle with the High Court and nominated Charities that were to benefit from the Estate, even though her mother didn’t want her daughter to inherit a single penny (As recently reported in the news).
The mother was estimated to be worth around £500,000 and she wanted her Estate to be shared out to three main Charities: The Blue Cross, the Royal Society for the Protection of Birds and the Royal Society for the Prevention of Cruelty to Animals.
After a family feud between mother and daughter when the daughter was just 17 years old, because she decided to elope with her boyfriend (now partner at the age of 52), all was never forgiven and her mother decided to cut her out of her Will completely. Unfortunately, things were never reconciled, despite attempts to re-build their relationship. After the death of her mother in 2004, the daughter has had a fight on her hands with the three said charities, as to who should benefit from the Estate.
The Courts spoke of the financial difficulties that the daughter is in because of the lack of inclusion in the Will and how she has never had a holiday, can barely put food on the table and has never been able to get her foot on the property ladder. They found it ‘unreasonable’ and ‘harsh’ that she was never included within the Will and rewarded her accordingly.
However, what the media has failed to document as clearly, is that the daughter chose to have 5 children of her own. Therefore putting herself in financial difficulty. It was never the mothers fault that her daughter chose to have more and more children that she couldn’t afford. And the daughter was already in that financial situation, the lack of inclusion in her mother’s Will had no bearing on making her financial situation worse.
I guess as a human being, you tend to think a lot with your heart rather than your head; was it wrong to reward her and go against the mothers personal wishes, or was it right to think she deserved to benefit from her late mothers Estate?
It’s a hard one to know what is right or what is wrong. Her mother obviously had such strong feelings of why she didn’t wish for her daughter to benefit from her Estate. Or was it simply that as the years went on, she just never got round to re-doing her Will?
It is vitally important to have such detailed reasoning of why you wish to exclude someone from your Will, so this type of battle can be avoided.
We always believe strongly in Wishes Letters and documenting in detail what you want to have happen upon death and your reasons why for this.
It’s a sad story to read of a family’s upset, whether this was the right or wrong decision by the Courts, you decide…


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The Financial Conduct Authority do not regulate, Will Writing, Buy to Let Mortgages, Auto-Enrolment, Tax Advice and Estate Planning. Your capital is at risk. Investments can fluctuate in value and investors may not get the amount back they invest. The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

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