Case Study: Forbes Solicitors Secures £25,000 Settlement in Inheritance Act Claim for Disinherited Adult Child

Forbes Solicitors successfully secured a £25,000 settlement for a client pursuing a claim under the Inheritance (Provision for Family and Dependants) Act 1975 after being excluded from his late mother’s Will.

The estate, valued at approximately £340,000, had been left into a trust for the benefit of other family members, including a disabled sibling. Our client, an adult child of the Deceased, suffered from significant physical and mental health difficulties, relied on state benefits, and had no meaningful financial security.

The matter involved a number of complex issues, including long-term family estrangement, competing beneficiary needs, and the interaction between the estate and an external trust structure.

Forbes Solicitors prepared detailed pre-action correspondence, financial evidence, and medical evidence in support of the claim, whilst taking a commercially focused approach to settlement negotiations.

Following negotiations with the executors and trustees, the matter was successfully resolved without the need for court proceedings, securing a £25,000 settlement for the client and avoiding the costs and uncertainty of litigation.

Our contentious probate team regularly advises clients in relation to Inheritance Act claims, disputed estates, trusts, and Will disputes.

How Forbes Solicitors Can Help

Our specialist Contentious Probate team advises clients on a wide range of inheritance disputes, including claims under the Inheritance Act 1975, adult child claims, and cases involving disabled dependants or vulnerable beneficiaries.

If you believe you have been unfairly excluded from a Will, we can help you assess your options and the strength of any potential claim. For more information or to arrange a consultation call 0800 689 3607 to speak with a member of our team.