Amnir & ors v Bala & ors WTLR(w) 2023-06

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Inheritance Act claims: Heads I win, tails you lose – CFA-funded claims under the 1975 Act

Andrew Bishop and James McKean review a defendant’s attempts to compel a CFA-funded claimant under the Inheritance Act to take out insurance or make payments into court There is a fairly common misconception that a CFA-funded claimant is under an obligation to obtain ATE insurance to ensure their opponent’s costs can be paid. It is …
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The 1975 Act: The status of adult claims and the treatment of conditional success fees

Adult claims under the 1975 Act often require more than need and a relevant relationship. Cameron Stocks explains Financial need plus relevant relationship will not always be enough. It will often be the case that there will need to be ‘something more’ to justify an award being made. The decision in Batstone v Batstone [2022] …
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Higgins v Morgan & ors [2022] WTLR 153

Wills & Trusts Law Reports | Spring 2022 #186

The claimant, Mr Higgins, brought a claim for reasonable provision out of the estate of the deceased, under the Inheritance (Provision for Family and Dependants) Act 1975 (the 1975 Act), in his capacity as a person who, although not a child of the deceased, was treated by the deceased as a child of the family, within the meaning of s1(1)(d) of the 1975 Act. Mr Higgins’ mother had married the deceased when he was aged nine, and he had continued to reside with the deceased after his mother and the deceased divorced, at which time the deceased had been gr...

Claims by adult child beneficiaries: Is there any hope after Miles v Shearer?

Amanda Noyce reviews the latest cases under the 1975 Act and summarises the lessons on funding such claims With regard to adult able-bodied children, there is a need to ‘prove something more’ than just the qualifying relationship. ‘Where there’s a will, there’s a way’ is a great self-motivational message – until there’s an inheritance involved. …
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Inheritance Act: Real world considerations

Thomas Middlehurst discusses the impact of a Court of Appeal decision concerned with a vulnerable party and the definition of liabilities when considering debts and costs The situation where a person has disqualified themselves from participating in the hearing by their conduct is wholly different from the duty to ensure effective participation by litigants who …
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Inheritance: What is financial need?

Sophia Rogers looks at a decision illuminating the position on the recovery of CFA success fees in Inheritance Act 1975 awards Unless a CFA-funded claimant can recover their success fee or a contribution thereto as part of their award, the success fee constitutes a debt which may undermine the purpose of their carefully tailored, needs-based …
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