Continue reading "Inheritance Act: Real world considerations"
Bhaur & ors v Equity First Trustees (Nevis) Ltd & ors WTLR(w) 2022-01
Wills & Trusts Law Reports | Web OnlyInheritance: What is financial need?
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Rochford v Rochford [2021] WTLR 951
Wills & Trusts Law Reports | Autumn 2021 #184The claimant was the daughter of the deceased and the defendant was the sister of the deceased. The deceased had made a will dated 13 September 2017. By that will the deceased had left £25,000 each to the claimant, the claimant’s son and another sister of the deceased. The remainder was left to the defendant.
The net estate was valued at around ÂŁ245,000. The defendant stood to receive approximately ÂŁ193,000 less legal fees.
In 1968 the deceased had separated from the claimant’s mother. Thereafter the claimant had a difficult relationship with the deceased. Prior to the birt...
The 1975 Act: After Ilott
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Inheritance Act claims: Need, not comfort
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Re H [2020] WTLR 479
Wills & Trusts Law Reports | Summer 2020 #179The claimant daughter brought a claim under the Inheritance (Provision for Family and Dependants) Act 1975 for provision out of the estate of her late father. The sole beneficiary of his estate was his widow, who was in residential care with severe health concerns, but who had been debarred from defending the proceedings by reason of non-compliance with earlier court orders. The claimant had been estranged from her parents since 2010 and had a number of health difficulties which made her unable to work. She lived in rented accommodation with two children, whose father visited them daily ...
Mistake and Inheritance Act claims: Unintended consequences
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Inheritance Act claims: The winner takes it all?
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