The number of disputed reported may just be the tip of the iceberg. It is thought that far more are settled before the dispute reaches the courts. So, what are your rights if you do decide to leave someone out of your will, and how can you ensure that your last wishes are not challenged after you have died?
The Inheritance (Family & Dependants) Act 1975
If the nearest relatives (the spouse, children, or dependant) feel that a will does not make adequate provision for them, then they may be able to challenge it. However, because ‘ adequate provision’ is such a vague term, it is open to interpretation and, therefore, dispute.
If a person challenges a will under this Act, then the courts will look at a number of factors, such as the financial situation of the person making the claim, and the needs of other people named in the will. However, it’s an area that’s filled with so many shades of grey, it can be almost impossible to navigate a clear path through, and someone, somewhere, is invariably going to end up disappointed.
Why the rise in challenges to wills?
Much of the increase in inheritance disputes has (rightly or wrongly) been put at the door of what is termed ‘blended families’ – those units where spouses are on their second marriage and bring with them children from a previous marriage or partnership. The fact that step-children are often factored into a will can cause conflict between blood relatives and those who are part of the family unit through marriage.
The Ilott -v- Mitson case
It’s a sad fact of life, but sometimes relationships between parents and children break down, in some cases, irretrievably. It’s quite common in these instances for a parent to cut a child out of a will entirely and give the inheritance to another party (often a charity) not only because they support that charity, but to snub the child. A flurry in recent cases (such as the high profile Melita Jackson case last year) have highlighted this problem. Mrs Jackson had left her daughter, Heather Ilott, out of her £500,000 Will when she passed away in 2004, instead bequeathing the money to three animal charities. Ilott challenged the Will, and was awarded £50,000.
However, she again challenged this ruling and the amount was raised to £163,000. Once again, the ruling was contested by Ilott, and the high courts reversed the final amount, leaving her with just £50,000, much of which was taken up in legal costs. It demonstrates that sometimes, continually contesting a ruling can in fact be counter-productive.
Leaving a child out of your will
To avoid all the potential unpleasantness that comes with contesting a will, there are things that you can do to avoid the situation in the first place, when initially drawing up the will document.
If you do decide to leave someone out then it’s important you make your reasoning clear, preferably by writing by letter. This letter can be left with your solicitor to show that the child was considered, and that the final decision was not a ‘spur of the moment’ impulse, but a measured and carefully thought-out choice. This letter should be reviewed on a regular basis, say once a year.
If you are suffering from dementia (even in the very earliest stages) then it’s important that a doctor testifies that you are of ‘sound mind’ and are fully mentally aware of the contents of your will. Having your doctor act as a witness puts a seal on this and could help prevent the will being questioned later on due to the grounds of mental incapacity.
Rather than cutting someone out entirely, it may be a good idea to leave them a token gesture or offer an inheritance amount on condition that the child does not contest the will.
Finally, one of the best ways of ensuring a fair distribution of your estate is to place it in trust. The money will then be controlled by the people you chose and trust to carry out your wishes – namely your Executors.
If you are having trouble deciding how to draw up your will, , talk to a probate law specialist.
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This article aims to supply general information, but it is not intended to constitute advice. Every effort is made to ensure that the law referred to is correct at the date of publication and to avoid any statement which may mislead. However, no duty of care is assumed to any person and no liability is accepted for any omission or inaccuracy. Always seek our specific advice.
