Skip to content
International Adviser
  • Contact
  • Login
  • Subscribe
  • Regions
    • United Kingdom
    • Middle East
    • Europe
    • Asia
    • Africa
    • North America
    • Latin America
  • Industry
    • Tax & Regulation
    • Products
    • Life
    • Health & Protection
    • People Moves
    • Companies
    • Offshore Bonds
    • Retirement
    • Technology
    • Platforms
  • Investment
    • Equities
    • Fixed Income
    • Alternatives
    • Multi Asset
    • Property
    • Macro Views
    • Structured Products
    • Emerging Markets
    • Commodities
  • IA 100
  • Best Practice
    • Best Practice News
    • Best Practice Awards
  • Media
    • Video
    • Podcast
  • Directory
  • My IA
    • Events
    • IA Tax Panel
    • IA Intermediary Panel
    • About IA

ANNOUNCEMENT: Read more financial articles on our partner site, click here to read more.

SIGN IN INTERNATIONAL ADVISER

Access full content on the International Adviser site, access your saved articles, control email preferences and amend your account details

[login-with-ajax]
Not Registered?

Alzheimer’s sufferer ruled fit to marry but not update his will

By Tom Carnegie, 26 Jan 18

A woman whose father has dementia has failed to get the England and Wales Court of Protection to stop him from being able to remarry, which will substantially reduce her inheritance after his death.

A woman whose father has dementia has failed to get the England and Wales Court of Protection to stop him from being able to remarry, which will substantially reduce her inheritance after his death.

The elderly man, referred to as DMM in the judgement, wanted to marry his long-term cohabitant against the wishes of his three daughters from his first marriage.

£1.7m estate

DMM has co-habited with his current partner for more than 20 years. In 2013, he executed a will giving her the majority of his pension, a £300,000 ($427,347, €343,787) cash legacy and the right to live in his house for two years after his death.

The remainder of his £1.7m estate was to be divided between his three daughters and one of them was made power of attorney.

In November 2016, DMM, who now had Alzheimer’s, announced he would be marrying his long-term partner.

Obsolete will

This marriage would make the 2013 will obsolete and DMM would likely not be able to write a new one because of his advancing dementia. This means that his new wife would inherit almost all his estate and the daughters’ shares would substantially shrink.

In response to the marriage, one of the daughter’s had a temporary injunction imposed preventing the marriage.

She also had her father undergo an independent mental capacity assessment, it concluded he did not have the capacity to decide to remarry or produce another will.

Court of protection

The case was then referred to the Court of Protection and was heard in September 2017.

Hugh Series, a consultant psychiatrist specialising in old age, was appointed by the court to assess DMM’s capacity to give consent.

Series found that DMM understood his will would be cancelled once remarried, that he may not have the capacity to make a new one and his daughters might receive less of his estate.

On this basis, the judge ruled that DMM had the capacity to marry and made an order to its effect.

The judge additionally refused the daughter’s permission to appeal.

Share this article
Follow by Email
Facebook
fb-share-icon
X (Twitter)
Post on X
LinkedIn
Share

Related Stories

  • Companies

    Skybound Wealth launches Plume into Athletes & Creators division

    Avaloq and BTA Finance deal.

    Industry

    Brooks Macdonald appointed official wealth management partner of BAFTA

  • Companies

    Premier Miton appoints new NED and chair to succeed Robert Colthorpe

    Latest news

    UK government confirms pre-1997 indexation for PPF members


NEWSLETTER

Sign Up for International
Adviser Daily Newsletter

subscribe

  • View site map
  • Privacy Policy
  • Terms and Conditions
  • Contact

Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.