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Cohabitant entitled to slice of partner’s £1.5m estate, judge rules

Cohabitant entitled to slice of partner’s £1.5m estate, judge rules

Posted by JadeEatherton - April 10 2018

https://www.lawgazette.co.uk/law/cohabitant-entitled-to-slice-of-partners-15m-estate-judge-rules-/5065568.article

This case highlights the importance of not only seeking professional legal advice in making a will, but also when seeking to cohabit with your partner. This case is interesting in that a cohabitee, who does not have any legal rights to their partner’s estate, has been granted financial provision. It should be noted, however, that in this case the couple had been together for 42 years and the Claimant had been financially dependent on her late partner. There were no children and the intended beneficiaries were tenants and friends. It is possible that this ruling would have been very different, if there were children involved and the Claimant may have been awarded the usual life interest in the property, instead of the outright transfer of the cottage. Nevertheless, it draws attention to the issue of succession planning and risks of cohabiting.

Here at Baxter Harries we provide specialist advice regarding any queries you may have in relation to cohabiting and the preparation of your will.

Appointments are available at both our Ongar and Basildon offices.



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Baxter Harries @BaxterHarries - 13 Jul
Baxter Harries are delighted to congratulate Craig Tipper on his transfer to the Bar later this month!… twitter.com/i/web/status/1…