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Inheritance Act Application


Mr R and Ms T were an unmarried couple. They lived together for several years. Sadly, Mr R died. He did not leave 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 required the proceeds to be paid to Mr R’s parents. In other words, although she was dependent on Mr R, Ms T stood to lose her entitlement to the policy proceeds. Without the money, she would not be able 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.

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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