Purvis v Purvis [2018] WTLR 585
Wills & Trusts Law Reports | Summer 2018 #172The claimant, who was born in 1934, left all financial matters to her husband until his death in 2005. He had made ample provision for her, with an annual income of about £100,000. She lived in a large house, in Northumberland, which for inheritance tax planning reasons she transferred to her son, the defendant, in 2006. As she continued to live in the house, to comply with the reservation of benefit rules she paid her son a monthly rent of £2,500. The claimant’s health began to deteriorate in 2011, subsequently suffering a stroke which left her with hemiplegia. By 2013, as a conseq...