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Disappointed Beneficiaries

It is not uncommon for beneficiaries of a will or those entitled under intestacy (where there is no will) or even those not listed in a will to feel aggrieved about the inheritance they have been provided with by the will maker.

Whilst there remains the notion of testamentary freedom – the right to leave what you want to who you want, the law seeks to protect individuals where the will maker had an obligation to provide reasonable financial provision but failed to do so. In such circumstances, the qualifying individual seeking reasonable financial provision can make an application under the Inheritance (Provision for Family & Dependants) Act 1975.

Applications may be made by surviving spouses, civil partners, cohabitees, the will maker’s children and any individual financially dependent upon the will maker at the time they died. There are other qualifying criteria but the safest thing to do is to contact us to discuss what is possible.

The team is led by Martin Holdsworth, one of only 3 lawyers recognised outside London as a specialist in this area of law by Chambers and Partners 2014. He has been recommended by the Legal 500 for the last 5 years and is a national committee member of the Association of Contentious Trust and Probate Specialists (ACTAPS). For an initial no-obligation discussion about your case and funding options, please do not hesitate to contact him on 0113 3804571 or martin.holdsworth@jonesmyers.co.uk.

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