• Posted

A successful defence to the Inheritance Act 1975 claim was achieve on behalf of this client TM. Our client was the main beneficiary of the disputed estate of her late good friend. The Claimant, a daughter of the deceased from a failed relationship went as far as the issue of court proceedings. Ultimately the arguments we raised to deny any liability for the claim were successful in bringing about a complete back down by the Claimant and discontinuance of the claim.

The case was complicated by the references the deceased made in this lifetime via a letter of wishes to a form of trust arrangement and which trust proved challenging to tack down.  Additionally, impact of inheritance tax on the estate and the desire to avoid the need for a sale and instead keep the property asset added another layer of complication.

We successfully preserved all of our client’s interest in the estate and avoided the need for any payment to the Claimant

The client commented

“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 of the hard work and effort you put into my case.  Thanks once again for your legal advice, time, and support.”

Matter value: estate of £570,000