Lupton Fawcett were enlisted to represent Ms T’s interests, following the death of her long-term partner.

Mr R died without leaving a will, but he did have a life assurance policy. He had not nominated Ms T (or anyone else) as the beneficiary, and as a result, the policy terms automatically required the proceeds to be paid to Mr R’s parents. As a consequence, despite being dependent on Mr R, Ms T stood to lose her entitlement to the policy proceeds. Without the money, she would be unable to stay in the home she had shared with Mr R.

Ms T made an application under the Inheritance (Provision for Family and Dependents) Act 1975 for a share of Mr R’s estate, including the policy. We acted for Ms T under a full Conditional Fee Arrangement (CFA). The claim was settled following mediation between the parties. Ms T received over 50% of the policy value. Her legal costs were paid in full by the Defendants, so Ms T kept 100% of the settlement monies.

Lupton Fawcett is a leading full-service law firm in Yorkshire. Our dedicated estate administration lawyers can be reached at any of our offices in Leeds, Sheffield, and York.

Within every area of law, we put your interests first. If you are affected by any matters similar to those raised in our case study and would like more advice on inheritance or the administration of someone’s estate, then call today or complete the enquiry form and we will get back in touch with you quickly.

Lupton Fawcett has long been recognised for our expertise in settling contentious estate matters such as will disputes and inheritance act claims, and we regularly act for clients across Yorkshire and throughout the United Kingdom including Bradford, Birmingham, Hull, Liverpool, London, Manchester, and Nottingham. We can support your needs wherever you live in England, Wales & Northen Ireland.

Please note this information is provided by way of example and may not be complete and is certainly not intended to constitute legal advice. You should take bespoke advice for your circumstances.

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