The testatrix died on 19 February 2021. She left a will dated 14 February 2021 leaving all of her property (other than a small bequest to a charity) to the defendants (her sons). The claimant brought a claim under the Inheritance (Provision for Family and Dependants) Act 1975 (IPFDA).
The claimant and the testatrix had begun spending time together in 2014. In 2018, the claimant proposed marriage and the testatrix accepted (though they did not marry and the defendants said that the testatrix had said that she did not really intend to marry the claimant). From September 201...
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This was an appeal against a declaration that H held only 50 per cent of the beneficial interest in the property. The property was registered in the name of S, the former husband of the respondent.
H and S were childhood friends who had formed a partnership for acquiring properties together in around 1998. H claimed that in 2001 he and S had agreed that H would provide funds to S to aid S to purchase the property, to be repaid within five years. The legal ownership was to be in S’s name only but H was to be the sole beneficial owner until he was repaid in full. Two documents...