Our client was the main beneficiary of her late good friend’s estate worth £570,000. The deceased’s daughter from a failed relationship brought a claim under the Inheritance (Provision for Family & Dependants) Act 1975, going as far as issuing court proceedings.
The case was complicated by the deceased’s letter of wishes, which referred to a form of trust arrangement that was difficult to track down. The impact of inheritance tax on the estate, and our client’s desire to keep rather than sell the property asset, made the matter even more complex.
We raised a successful defence, resulting in the claimant fully backing down. This meant we preserved all our client’s interest in the estate and avoided the need to make any payment to the claimant.
Our client said:
“I would like to express my heartfelt gratitude to you, I really appreciate your guidance, advice and humour during my inheritance claim. Without your knowledge, negotiating and analytical skills, I am sure the claim would have gone to court and the matter would not have been settled by now. I remain completely dazzled by your letter writing skills. This was my first experience of solicitors and the legal world, you have shone out as an outstanding solicitor with a strong passion for your clients’ cases. I cannot thank you enough for all the hard work and effort you put into my case. Thanks once again for your legal advice, time, and support.”