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STEP Journal

Exceptions to the golden rule

UK Practice Committee, March 2014

This article has been submitted by the UK Practice Committee, a policy sub-committee of the STEP England and Wales Regional Committee. The primary objective of the UK Practice Committee is to consider how changes in the law will affect STEP members in practice. The Committee provides guidance and support of a practical nature to STEP members. 


Recent cases have raised questions over the ‘golden rule’ on assessing testamentary capacity. STEP’s UK Practice Committee plots a course through the apparently conflicting case law to provide clarity on practitioners’ duties.

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