A more recent version of these Inheritance Act 1975 notes – written by Cambridge And Oxilp And College Of Law students – is available here.
The following is a more accessble plain text extract of the PDF sample above, taken from our Private Client Notes. Due to the challenges of extracting text from PDFs, it will have odd formatting:
Elective: Private Client
Inheritance Act 1975 Guidelines?
S.3 1975 Act set out the guidelines To be considered when court deciding: a) Has a reasonable provision already been made under the will / intestacy?
b) If a provision should be made - what provision is appropriate?
COMMON GUIDELINES: S.3(1) Future financial
? Can the applicant work? What is his earning resources / needs capability?
? Is unemployment voluntary or not?
? Is loss of future income likely - e.g. retirement
? Other beneficiaries?
? Can applicant get financial support anywhere else Obligations /
responsibility of the deceasedWhat obligations existed IMMEDIATELY before death
Size of the estate?
Small or large Does the cost of the action exhaust a large part of the estate [estate usually pays for the claim]
Nature of estate: was it inherited from family or self made wealth?
Does the house take up most of the estate? Court will not want to turf a beneficiary out of their home?
Any physical or mental disability?
Of applicant OR other beneficiaries Has there been a large payment of compensation
Other relevant matters?
Quarrels / promises made before just before death
/ conduct of the applicant
SPECIAL GUIDELINES: S.3(2) Spouse / civil
? Age of applicant partner
? Duration of marriage / cohabit period
? Contribution to welfare of family [incl. looking after the home]
? Entitlement on divorce [what would x have got on
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