Freedom to test? Family provision and decisions limiting freedom of post-mortem disposition in English Law

Authors

DOI:

https://doi.org/10.19135/revista.consinter.00018.44

Keywords:

Freedom to test, Family Provision, Succession, Legitimate Succession, Common Law

Abstract

This paper aims to investigate the extent of freedom to test in the English legal system. To this end, an analysis of the legislation, doctrine and jurisprudence is made, seeking to assess how recent court decisions have impacted on the freedom of the deceased to dispose of their property after death. At the end, we conclude that, in view of the absence of minimum objective parameters for the determination of the family provision in favor of the beneficiaries, the decisions may sometimes tend in favor of the testator's freedom, sometimes in favor of the claimant's demands, which causes great legal insecurity. Exactly for this reason, it is necessary to establish minimum objective criteria to be observed by the Judiciary, in order to standardize these decisions to promote the expected balance between the private autonomy of the inheritor and the protection of his economic dependents.

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Author Biographies

Pollyanna Thays Zanetti, Pontifícia Universidade Católica de Minas Gerais

Doutoranda e Mestre em Direito pela PUC/MG, Belo Horizonte, Brasil, Código Postal 30535-901.  Membro do Grupo de Pesquisa Evolução das categorias, institutos e situações jurídicas existenciais e patrimoniais no Direito Privado vinculado ao PPGD da PUC/MG. Professora do Curso de Direito da Faculdade Anhanguera. Advogada. Bolsista CAPES. 

Walsir Edson Rodrigues Júnior , Pontifícia Universidade Católica de Minas Gerais

Doutor e Mestre em Direito pela PUC/MG, Belo Horizonte, Brasil, Código Postal 30535-901. Professor de Direito Civil nos Cursos de Graduação, Especialização, Mestrado e Doutorado em Direito da PUC/MG. Professor de Direito Civil na Fundação Escola Superior do Ministério Público do Distrito Federal e Territórios. Advogado e sócio do escritório CRON Advocacia. 

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Published

2024-06-30

How to Cite

Zanetti, P. T., & Rodrigues Júnior , W. E. (2024). Freedom to test? Family provision and decisions limiting freedom of post-mortem disposition in English Law. Revista Internacional Consinter De Direito, 10(18), 947–968. https://doi.org/10.19135/revista.consinter.00018.44