In Series 2, Episode 1 of the #TVLawyer Podcast, Melinda Giles speaks to fellow Giles Wilson Partner and Private Client specialist Caroline Woodham about the changes to Inheritance Tax law after the Autumn Budget 2024 was announced in November.
Claims in relation to Trusts and Proprietary Estoppel may occur when an individual has been promised part of the deceased’s estate but is unwittingly omitted from the will.
Prior to death, an individual may have agreed with someone that they will inherit land in their estate and unwittingly not included the agreement within their will. This can then lead to strained relations between the person who was relying on this agreement and the beneficiaries of the will.
A proprietary estoppel claim essentially means enforcing the deceased’s broken promise. To prove proprietary estoppel, an individual must show there was an assurance by the deceased and that they have since relied upon this agreement, resulting in a detrimental outcome.
Whether you are making or facing a claim for proprietary estoppel, you can take comfort in knowing that Giles Wilson’s property dispute solicitors have a wealth of experience.
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