Someone recently bought our

students are currently browsing our notes.

X

Inheritance Act 1975 Notes

LPC Law Notes > Private Client Notes

Updates Available  

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?

APPLY!
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

1

Buy the full version of these notes or essay plans and more in our Private Client Notes.

More Private Client Samples