Ymwadiad: Nid cyngor cyfreithiol yw hwn. Mae deddfwriaeth a chyfraith achosion yn newid. Ymgynghorwch bob amser â chyfreithiwr cymwys ar gyfer eich sefyllfa benodol.

Pob deddfwriaeth
Wills, Probate & Succession
c. 63

Inheritance (Provision for Family and Dependants) Act 1975

Gweld ar legislation.gov.uk

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This Act allows certain categories of people to apply to the court for reasonable financial provision from a deceased person's estate, whether the deceased died with or without a will. It tempers the principle of testamentary freedom by enabling the court to make orders where the will or intestacy rules do not make reasonable provision.

Pwyntiau allweddol

  • Eligible applicants include: spouse/civil partner, former spouse, child of the deceased, any person treated as a child of the family, and any person maintained by the deceased (s.1)
  • Applications must be brought within 6 months of the grant of probate or letters of administration (s.4)
  • For a surviving spouse, the standard is 'such financial provision as it would be reasonable for a husband or wife to receive'; for all others, 'such financial provision as it would be reasonable for the applicant to receive for maintenance' (s.1(2))
  • The court considers factors including the applicant's financial needs, the size of the estate, any disabilities, the deceased's obligations, and any other relevant matter (s.3)
  • The court may order periodical payments, lump sums, transfer of property, or settlement of property (s.2)

Rhannau ac adrannau

Hanes diwygiadau

2014Inheritance and Trustees' Powers Act 2014

Broadened the definition of 'child of the deceased' and updated maintenance provisions.

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