Wills & Trusts Law Reports | Autumn 2022 #188The claim was brought pursuant to s1(1)(c) of the Inheritance (Provision for Family and Dependants) Act 1975 against the estate of John Nicholas Batstone Deceased (the deceased). The claimant was the deceased’s adult daughter by his first marriage. The defendant was the deceased’s widow and executor.
The deceased died on 31 March 2019, domiciled in England and Wales and leaving a will dated 2 December 2017. The total net value of the estate was £326,121, consisting of:
- (i) a 50% share in a residential property, co-owned with the defendant and valued ...
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 …
Continue reading "Inheritance: What is financial need?"
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