Certain people are entitled to make a claim on a deceased estate if they do not feel they have been left reasonable provision for their needs. If your charity is a beneficiary of a disputed will or estate, it can not only prolong the time it takes to receive your gift, but may also impact the amount you receive.
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Claims for provision from an estate
When someone dies, the Inheritance (Provision for Family and Dependants) Act 1975 gives people close to them the opportunity to make a claim if they do not feel the way the estate is to be distributed is reasonable for their needs. These include:
- Spouses and former spouses who have not remarried
- Children and individuals treated as children of the family
- Cohabiting partners
- Individuals who were financially maintained by the deceased
If someone makes an Inheritance Act claim, it affects all those involved in the will or estate, including any beneficiary.
Our expert legacy protection team is here to help charities establish how best to deal with and defend Inheritance Act claims, with a view to maximising the amount you are due. If you are an executor of the estate, we will also ensure your duties and obligations are fulfilled in dealing with such a claim.
Contact us
If your charity is being impacted by an Inheritance Act claim, contact the TE Charity Assist team. We are happy to offer a free, no-obligation initial discussion regarding your specific circumstances.
