i-law

Trusts and Estates

Led but not driven: keeping doctrines distinct in Re MacDougall

The recent decision in MacDougall v Thomas and Others (Re MacDougall) [2026] EWHC 1142 (Ch) will not be read quickly. Nicola Rushton KC, sitting as a Deputy High Court Judge, took 143 pages and over 500 paragraphs to dispose of nine transactions or groups of transactions [16] across some 15 years, traversing testamentary capacity, knowledge and approval, testamentary and lifetime undue influence, proprietary estoppel, the duties of attorneys and ademption. Yet a dominant theme emerges: where the law of wills and general equity principles governing lifetime gifts collide, the two bodies of law must be kept distinct, so that a relationship raising presumed undue influence for a lifetime gift may fall short of the coercion required to invalidate a will. More specifically, the case raised two questions of particular doctrinal interest - whether a will may be rescinded for mistake, and how ademption operates where specifically devised property has been disposed of in transactions tainted by incapacity, undue influence or an attorney's want of authority.

The rest of this document is only available to i-law.com online subscribers.

If you are already a subscriber, click Log In button.

Copyright © 2026 Maritime Insights & Intelligence Limited. Maritime Insights & Intelligence Limited is registered in England and Wales with company number 13831625 and address 5th Floor, 10 St Bride Street, London, EC4A 4AD, United Kingdom. Lloyd's List Intelligence is a trading name of Maritime Insights & Intelligence Limited.

Lloyd's is the registered trademark of the Society Incorporated by the Lloyd's Act 1871 by the name of Lloyd's.