StaRs: Time to prioritise, but not to panic
We acted for a client who discovered after his wife’s death, that she had left everything in her estate to her daughter from her first marriage. The main asset in the estate was our client's home where he had lived with his wife for over 20 years, but which was in his wife's sole name.
He had insufficient means to purchase another property or to pay for rented accommodation in his local area with his pension.
We assisted our client in bringing a claim under the Inheritance (Provision for Family and Dependants) Act 1975 on the basis that adequate provision had not been made in the will for his needs. As with many of these cases, the matter was settled without the need for our client to go to court. It was agreed that the majority of the estate would be transferred to our client, meaning that he was able to stay in his home and had the comfort of a capital sum to meet his financial needs to for the rest of his life.
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