Need help dividing the estate

when no provision was left for Bertie?

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Overview

Charities may find themselves facing litigation if they are the beneficiaries of an estate (whether they are the recipient of a specific gift or the residuary beneficiary of an estate.

This may be due to the fact that someone is challenging the validity of the Will or is making a claim for additional provision from the estate.

When facing potential litigation of this nature, charities must not only consider the merits of the claim, but also comply with the guidance set out by the Charity Commission.

Issues charities can face can include:

  • defending Inheritance Act claims
  • defending challenges to the validity of Wills / gifts
  • disputes between charity trustees
  • complying with Charity Commission guidance
  • ‘ex gratia’ payments (a payment made by a charity that they feel is ‘morally right’)
Get in touch

Initial Consultation

Our team is able to advise on various issues charities face when dealing with legacies. If you would like to speak to one of our experts for an initial, no-obligation, consultation to discuss your matter and the options available to you, please send us a message or call 0203 553 7115.

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I would like to thank you for the way in which you dealt with this matter all the way through. Particularly I would express my thanks for your prompt replies to all enquiries that I raised and for keeping me so well informed of the progress of the case.

Natasha Kelt, Dispute Resolution

I would like to thank you for a superb job well done. When you have never been in the position I found myself in, it was your calm and confident manner that reassured me you would do your very best. I will have no hesitation in recommending you to anyone who requires legal advice.

Jemmar Attfield, Commercial

We would like to thank you and your team so much for all the help and advice we received and for acting in a courteous and professional manner at all times. Thank you also Lee for patiently addressing all the issues we raised and for explaining everything to us so clearly, sometimes repeatedly, until you were satisfied we fully understood the more complex issues with our Wills; you personally, were highly recommended to us by one of your grateful clients. Likewise, we too would not hesitate to highly recommend you to anybody planning to make a Will.

Lee Hibell, Private Client
I cannot praise you and your team enough for the professional way you handled my situation, you have been so kind and reassuring in what has been a very emotional and distressing time.
Melanie Steeples, Family

I must say her handling of the transaction was first rate and very professional. Always available and she was never afraid to pick up the phone and share information when it was better to communicate that way rather than just email, a blessing in this day and age. Though both parties were keen for a quick exchange she never allowed that pressure to mean she cut any corners with her enquiries and was always working in my best interests.

I will be more than happy to work with her again in the future and will certainly recommend her to friends and associates who require similar services.

Amber Day, Property

Thank you for your prompt and concise response. That certainly makes things very clear and straight forward. Overall thank you for all your help and advice……. Should I need a solicitor in the future I will be sure to call your firm.

Michelle Breindel, Crime & Motoring