Undue Influence
We can help if you suspect someone has been coerced into making a gift in their Will.
People make gifts from their estate during their lifetime for many reasons. Gifting money, property, or business shares can reduce inheritance tax on an estate.
It also means beneficiaries have the resources they need now, rather than having to wait until a person has passed away.
It’s important to know that a lifetime gift is made for the right reasons and is in accordance with the wishes of the person making it (known as the donor).
Our solicitors could help you challenge a lifetime gift if:
In some cases, a lifetime gift may have also been made deliberately to avoid a claim being made on the estate once the person has died. This could be to prevent someone making a claim for financial provision under the Inheritance Act 1975, or to stop creditors taking part of the estate to settle the deceased’s debts.
In some cases, gifts are made with the deliberate intention of trying to avoid having to pay care costs. These types of gifts can be challenged if they are designed to circumvent the law.
Our Will disputes team is the largest in the country, with offices across the UK. We have the resources and expertise to resolve your claim, however complex. We also have particular experience in cases where rural estates or complex international assets are involved.
Lifetime gifts can be an essential part of legacy planning, especially when an estate is large and complex. They allow an individual to control how they pass on certain assets and can help reduce the tax payable on their estate once they die.
Some common reasons to make a lifetime gift include:
When used effectively, lifetime gifts can be a useful tool in estate planning.