Solicitors’ Failure To Advise On a Will

The beneficiaries of a high-net-worth (HNW) individual’s Estate instructed our firm after an issue arose with the deceased’s Will. Prior to his passing, the individual had asked his solicitor to draft a Will that would take advantage of a very substantial tax exemption. Although the Will was drafted on that basis, the solicitor advised the client that he was married when, in fact, he was not. This mistake prevented the Estate from benefiting from a multi-million-pound tax saving.

Our professional negligence team represented the beneficiaries in pursuing a professional negligence claim against the solicitors for their failure to provide accurate advice, which resulted in substantial financial losses for the estate.

The case was brought to a pre-action mediation, where the professional negligence claim was successfully settled on favourable terms for our client.

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