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20 June 2014 / Margaret Hatwood
Issue: 7611 / Categories: Features , Wills & Probate , Family
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A share of the silver spoon

Can inherited wealth be claimed by a non-inheriting spouse when a couple split up? Margaret Hatwood investigates

It is not unusual for clients to be anxious about whether their spouse will be able to claim a share of any inheritance. Whether or not a non-inheriting party may expect to benefit from an inherited asset will be considered in three specific stages, depending upon when the inheritance was received namely:

  • prior to the marriage;
  • during the marriage; and
  • post-separation/ divorce.

Statutory framework

Unfortunately, s 25 of the Matrimonial Causes Act 1973 (MCA 1973) does not refer to inheritances. Inheritances are, however, relevant and are considered by the court under s 25(2)(a) as “financial resources which each of the parties has or is likely to have in the foreseeable future”. In the writer’s experience, “has” is not such a problem. At least one can generally quantify the inheritance. However, “likely to have in the foreseeable future” is where the problems really start.

The starting point is the case of White v White

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Thackray Williams—Lucy Zhu

Thackray Williams—Lucy Zhu

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Morgan Lewis—David A. McManus

Morgan Lewis—David A. McManus

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Burges Salmon—Rebecca Wilsker

Burges Salmon—Rebecca Wilsker

Director joins corporate team from the US

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