{"id":3487,"date":"2021-07-18T11:51:26","date_gmt":"2021-07-18T11:51:26","guid":{"rendered":"https:\/\/rfblegal.co.uk\/?post_type=insight&p=3487"},"modified":"2025-07-01T13:13:49","modified_gmt":"2025-07-01T13:13:49","slug":"un-testamento-puo-annullare-i-miei-accordi-precedenti","status":"publish","type":"insight","link":"https:\/\/rfblegal.co.uk\/it\/approfondimenti\/un-testamento-puo-annullare-i-miei-accordi-precedenti\/","title":{"rendered":"Il testamento pu\u00f2 annullare i miei accordi precedenti?"},"content":{"rendered":"

In most cases, making a Will<\/a> means that your affairs are finally put in order. Zyginta Urbonaite, a solicitor in the Clienti privati<\/a> department explains how two recent court decisions<\/a> offer important reminders that your Will can impact trust<\/a> arrangements made many years earlier.<\/p>\n\n\n\n

Il caso Equiom contro Velarde riguardava il testamento di Patricia Moores e il trust istituito da suo padre, fondatore dell\u2019impero Littlewoods nel 1949.<\/p>\n\n\n\n

Mrs Moores had been given a power of appointment over the trust assets. The power could be exercised by revocable or irrevocable deed<\/a>, or by will or codicil. Mrs Moores exercised the power by a revocable deed in 1981 to divide the fund with effect from her death into three separate funds for the benefit of her three children, Christian, Rebecca and Matthew. In 1997, she made a further deed of appointment revoking<\/a> the appointment made in 1981 and instead dividing the trust fund with effect from her death just between Christian and Rebecca.<\/p>\n\n\n\n

La signora Moores ha redatto il proprio testamento nel 2007 presso lo stesso studio legale che aveva preparato i due atti di nomina, dividendo il proprio patrimonio in parti uguali tra i suoi tre figli. Dopo la sua morte, Matthew ha sostenuto che il testamento avesse revocato anche l\u2019atto di nomina del 1997, in modo che anche lui potesse ricevere una quota pari a un terzo del fondo fiduciario.<\/p>\n\n\n\n

Si \u00e8 basato sulla seguente clausola del testamento:<\/p>\n\n\n\n

\u201cLASCIO, DISPOSTO, LASSICITO E NOMINO l\u2019intero mio patrimonio immobiliare e il resto, il residuo e il rimanente del mio patrimonio mobiliare, ovunque si trovino e di qualsiasi natura essi siano, di cui sar\u00f2 in possesso o avr\u00f2 diritto alla data della mia morte, o sui quali avr\u00f2 qualsiasi potere di disposizione testamentaria di qualsiasi tipo \u2026\u201d<\/em><\/p>\n\n\n\n

The court held that this clause did revoke the 1997 appointment and made a new appointment of the fund in favour of Mrs Moores\u2019 three children equally. This is because the judge considered that Mrs Moore knew about<\/a> her power of appointment under the settlement<\/a> when making her Will and unusual reference to include any property over which Mrs Moores had any power of testamentary disposition whatsoever evidenced an intention<\/a> on the part of Mrs Moores to exercise a power of appointment.<\/p>\n\n\n\n

In Mattingley v Bugeja, the court considered whether Kim Mattingley had agreed with her sister Karen Bugeja that subject to the right<\/a> for her mother to continue living in her property during her lifetime, 26.625% would be held by Karen on trust for Kim\u2019s daughter Anabel after her death.<\/p>\n\n\n\n

Anabel\u2019s father gave evidence<\/a> that Kim had discussed this with him and Anabel claimed that Karen had promised to hold this share for her during a conversation with Kim at which she was present.<\/p>\n\n\n\n

However, Kim\u2019s will left her entire interest in the property to Karen and did not mention that any provision should be made from the property for Anabel. The court held that the 2016 Will expressed the last Deceased\u2019s wishes and that there was no indication that Kim had created a secret trust of the property. The court emphasised that the Deceased<\/a> had numerous opportunities to include provision from the property for Anabel in her will. Although it was accepted that communications between Kim and her solicitors indicated that Kim wanted Karen to ultimately make some provision for Anabel from the property, the vague way in which this had been expressed was not sufficient to override the terms of the will.<\/p>\n\n\n\n

These recent court decisions emphasise importance<\/a> of making sure that you think about what would happen to all your assets when expressing your last wishes in your Will. If you are concerned about the impact that your Will may have in relation to any previous arrangements that you have put in place, please contact<\/a> a member of the Private<\/a> Client department at\u00a0privateclient@rfblegal.co.uk<\/a><\/em><\/strong><\/p>\n\n\n\n

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Pubblicato: 18 febbraio 2022<\/strong><\/em><\/p>","protected":false},"author":1,"featured_media":3489,"parent":0,"menu_order":0,"template":"","format":"standard","meta":{"_acf_changed":false,"om_disable_all_campaigns":false,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[],"tags":[],"class_list":["post-3487","insight","type-insight","status-publish","format-standard","has-post-thumbnail","hentry"],"acf":[],"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t