Challenging legacies to charities

Disinherited daughter wins six-figure settlement after challenging legacies to charities

If you wish to challenge a legacy to a charity, then contact our experienced team of no win, no fee lawyers for expert guidance and a free case assessment.

Case study of a disinherited daughter who was successful in challenging legacies to charities

We recently represented Mrs. A in a dispute regarding her late father’s estate valued at over a million pounds, after she received a derisory four figure sum under his Will.

Mrs. A’s claim was made under the Inheritance (Provision for Family and Dependants Act) 1975 when her father died leaving the bulk of his estate to be shared between nineteen different charities, along with six of his friends.

Mrs. A was understandably upset at having been disinherited by her father. She consulted our team of inheritance disputes experts and we agreed that the paltry amount left for Mrs. A in his Will was unfair. We advised her that that proper financial provision should have been provided to her and recommended that she make an Inheritance Act claim.

People sometimes assume that challenging legacies to charities isn’t possible, but that is not the case. You are free to pursue an Inheritance Act claim even if part of all of the estate has been left to charity.

We therefore agreed to take on Mrs. A’s inheritance claim and work on her behalf on a No Win – No Fee basis. This meant that Mrs. A did not need to worry about finding the money to fund her claim and had the comfort of knowing that if the claim did not succeed then she would not owe a penny.

However, the claim did succeed and we were able to negotiate a six-figure out of court settlement for Mrs. A. In addition we were also able to recover her legal costs.

If you are looking for solicitors who are experienced in challenging legacies to charities then contact our team for a free case assessment and details of no win, no fee funding on 0333 888 0407. Alternatively send an email to us at [email protected]

Challenging legacies to charities