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Inheritance Act Claims

A wide variety of people can bring a claim against an estate if the deceased's Will, or the intestacy rules, fails to make "reasonable financial provision" for them.


To bring such a claim, an applicant must fall within one of the following categories:

  • surviving spouses or civil partners;
  • former spouses or civil partners;
  • children, or, potentially, people treated as a child by the deceased;
  • co-habitees;
  • those financially dependant on the deceased; or
  • those living with the deceased as a spouse or civil partner (even if not actually married or in a civil partnership).

We have wide experience and practical knowledge of representing both claimants bringing claims under “the Inheritance Act” and also those defending such claims. We also have extensive experience of representing charity clients who rely on income from legacies provided under a Will.

Whichever side we represent, we strive to help our clients achieve a settlement out of court wherever possible.  If a settlement is not possible then we are tenacious litigators.

We have one of the UK's leading teams in this area of work and many of our solicitors are members of ACTAPS, the Association of Contentious Trusts and Probate Specialists.  Whether you feel you have been unfairly left out of a Will, not been adequately provided for, or are acting as an executor and somebody else is contesting the Will, our specialist team can help.

So as to help you understand some of the terms often involved with Wills and estates, take a look at our glossary of common terms.  If you have any questions, take a look at our “Frequently Asked Questions ”.

If you wish further information on Disputed Wills and Estates or Trusts Disputes, please click on the relevant links.

Contact us

We provide advice on a wide range of legal issues to clients around Yorkshire and beyond from our offices in Leeds, York and Sheffield. For an initial discussion about your case, contact one of our specialist solicitors today.

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With Lupton Fawcett on your side, you're taking control. Contact us today.

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Remember you can still call us on 0333 323 5292 or email us at privateclient@luptonfawcett.law

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