ICAEW.com works better with JavaScript enabled.

Case law: Survivor of unmarried partners gets house outright after successfully challenging deceased’s Will

Archived content

This page has been archived because it is no longer current information but is still relevant, or it is current but over 12 months old
  • Publish date: 01 May 2018
  • Archived on: 08 May 2019

Individuals making a Will should consider who might be able to challenge it, and either include them in it or take steps to reduce the chance they’ll be successful, following yet another ‘reasonable financial provision’ ruling in which a house was transferred outright to a surviving unmarried partner.

May 2018

This update was published in Legal Alert - May 2018

Legal Alert is a monthly checklist from Atom Content Marketing highlighting new and pending laws, regulations, codes of practice and rulings that could have an impact on your business.

Please note: A newer article on this case was published in the April 2019 edition of Legal Alert following subsequent developments in the legal process.

An unmarried couple had been together for 42 years. When one of them died, he left his estate of more than £1.5m to tenants and friends, and nothing to the surviving partner.

The law says family members and dependents of a deceased person can, in certain circumstances, contest a deceased’s Will on the basis that it does not make ‘reasonable financial provision’ for them. Spouses can usually make a claim based on the amount they might have received had they got divorced. Long-term partners can do the same, even though they were not actually married. The test of reasonableness is objective, to be decided by the court.

The surviving partner in this case made a claim, which was successful The court granted her a property worth £225k, which he had bought for them both to retire to, £28.8k to renovate it, and £160k for future maintenance and care costs.

The decision is notable because courts usually only grant surviving spouses and partners a life interest in properties – the right to live there until they die, when it goes back to the original beneficiaries.

However, the court in this case transferred the house to the surviving partner outright on grounds that their relationship had been particularly long, she had been financially dependent on him and she would otherwise have been reliant on the beneficiaries’ consent to renovate the house.

Operative date

  • Now

Recommendation

  • Individuals making a Will should consider who might be able to challenge it if you leave them out, including whether they might be awarded an outright transfer of any land, and either include them in the Will or take steps to reduce the chance they’ll be successful.

Case ref: Thompson v Ragget & Ors (Rev 1) [2018] EWHC 688

 

Disclaimer: This article from Atom Content Marketing is for general guidance only, for businesses in the United Kingdom governed by the laws of England. Atom Content Marketing, expert contributors and ICAEW (as distributor) disclaim all liability for any errors or omissions.

Copyright © Atom Content Marketing