Claims over two £8m estates

8 Sep 2021 | Elspeth Neilson

We act for the executor of the £8 million estate of his son who was embroiled in acrimonious divorce proceedings at the date of his death. This meant an inappropriate will was in place and the discretionary trust arrangements in that will need to be restructured to minimise IHT whilst reaching an agreement with the deceased’s estranged wife and ensure appropriate provision for the three children. The settlement details will in large part be tax-driven.

In a separate case, Osbornes Law is acting for the unmarried partner of the deceased.  Our client’s relationship with the deceased lasted for 7 years up to the date of death and she closed her business to care for him when he became ill.  The estate is worth in excess of £8m.  The deceased had been married twice and had children from both marriages.  His last will provides for our client to receive a legacy of £50k, legacies to both ex-wives and for the residue to be split between his children and grandchildren into unequal shares.  One of the deceased’s sons is unhappy with the unequal split and is contesting the will, alleging that the deceased lacked capacity.  We are advising our client in relation to the validity of the will and her claims under the Inheritance (Provision for Family and Dependants) Act 1975.

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