Posted: Friday, 16 May 2025 @ 09:16
The Law
Commission has today published its much-anticipated final report on the reform
of Wills law — a landmark moment for our profession and for the future of
estate planning in England and Wales.
This
long-overdue review proposes changes designed to bring Wills legislation, much
of which dates back to the Victorian era, into line with today’s digital,
demographic and legal realities.
Key
recommendations include:
✅
Electronic Wills: Legally recognising secure digital Wills that meet
strict safeguards for fraud prevention and testator capacity.
✅ Capacity:
Aligning the legal test for testamentary capacity with the Mental Capacity Act
2005 — ensuring clarity and consistency across jurisdictions.
✅ Marriage
No Longer Revokes a Will: Scrapping the outdated rule that marriage
automatically invalidates a Will, offering greater protection against predatory
marriage and reflecting modern relationship dynamics.
✅ Dispensing
Powers: Empowering courts to uphold invalid Wills where clear testamentary
intention is evidenced — including via video, audio or electronic notes.
✅ Undue
Influence: Making it easier to challenge Wills where coercion is suspected,
by allowing courts to infer undue influence when there are reasonable grounds.
✅ Minimum
Age Lowered: Enabling individuals aged 16 and over to make a valid Will, in
line with other legal decisions and responsibilities at that age.
✅ Rectification
& Gifts: Clarifying when courts can correct drafting errors and
addressing anomalies around witness-connected gifts, especially among
cohabiting couples.
This is a
pivotal moment for estate planning professionals. As we face the realities of
an ageing population, digital asset management, and the largest
intergenerational wealth transfer in history, these reforms are both timely and
necessary.
🔗 Read the full report and summary on the Law
Commission’s website:
👉
https://lawcom.gov.uk/project/wills
We will be
reviewing the report in detail and will share further insights, commentary, and
in the coming weeks. As always, we welcome your thoughts and questions.