We acted for a charity as the main beneficiary under the Will of the deceased. The deceased’s girlfriend brought a claim against the estate under the Inheritance Act 1975 as a financial dependant. She had cared for the deceased in the lead up to his death and allegedly he had intended on changing his Will to add her as a beneficiary under it. The claim was defended but we were able to successfully negotiate through correspondence a settlement in the best interests of our client without the cost of them having to defend court proceedings.
Helen is leading in the administration of a cross-border and multimillion pound estate, which has multiple assets in England, Scotland and Portugal.
Our client was appointed as his mother’s executor along with another family member. The relationship between the executors had quickly become unworkable.
A claim was threatened against the deceased’s estate and as the executor, our client was therefore reluctant to make any distributions.
Our client had been appointed as the sole executor and a major beneficiary under her mother’s last Will.
An entire family, including children died in a tragic accident. None of the family had a Will and we were asked to obtain Grants of Letters of Administration.
Client seeking financial support after her mother left 50% of her £6 million estate (including farmland) to charity
We recently acted for the widower who currently resides in Florida, USA. His wife actually died in 1982, at a relatively young age. She had died in Virginia, USA and was considered to have been domiciled there. At the time of her death, she had inherited a reversionary interest in her father’s estate, which would pass to her or her estate upon the death of the life tenant of the will trust, her step mother. Both her father and step mother were domiciled in England and Wales.