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AIBU?

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My mum is withholding my inheritance from my grandfather because of ideological reasons

304 replies

Camde · 31/03/2025 22:56

None of this is confirmed, but I have strong suspicions.

my grandfather sadly passed away last year. He owned a very successful business, and was very generous with all his grand kids.

since he died, I have heard my mother (his daughter) and uncle having conversations about dealing with the inheritance from him. For context, I know that my uncle received enough to pay off all the mortgage on his new £1.2m house, so I know my mum likely received a similar amount.

My grandfather also told me before he passed a few times that I’d be receiving a good inheritance and shouldn’t waste it.

the issue is, my mother is very ideologically opposed to the idea of she or her kids inheriting money. She is very left wing, and believes that it is immoral for some people to receive inheritances when others don’t receive anything. Therefore, she has refused her portion of the inheritance.

it also means that I have no idea how much I have inherited. She is the executor of the will, and I have not seen it. I only ask as I’m saving up to buy a house, and it would be great to know whether I’m likely to receive any money to help with a deposit.

Every time I’ve asked her about my inheritance, she gets very angry and accuses me of not loving my grandfather and only caring about his money, which isn’t true.

how do I deal with this? I don’t want to fall out with my mum over this, and she is still very much grieving.

OP posts:
Thread gallery
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AngelicKaty · 01/04/2025 07:40

Camde · 01/04/2025 02:06

Again I’m not sure to be honest, I can’t see any obvious signs that theu have. The will refers to a separate trust which seems to be a lifetime trust from my googling. It just states in the will that the beneficiaries of that trust are all the grandkids

Unfortunately, if your GF set up a Discretionary Trust (probably to reduce IHT liability on his estate) then I think you need to plan your property purchase on the basis that you won't be seeing any money anytime soon as the beneficiaries of a DT don't have an automatic entitlement to the trust income or capital - it's entirely up to the Trustees when and how much they disburse. Sorry OP.

AngelicKaty · 01/04/2025 07:29

Kandalama · 01/04/2025 01:20

Not if property or assets are going to for example surviving spouses. That’s automatic and doesnt involve probate

This would only be true if all assets are jointly owned. Where an asset was owned solely by the deceased (e.g. a car) Probate or LoA would be needed. In reality, Probate or LoA are required for the majority of estates.

OneBrightBiscuit · 01/04/2025 07:29

I was in the same situation a long time ago. My mother was also left-leaning, even to the extent that she refused to let me go to grammar school when I passed the 11+ and sent me to the local secondary modern (though she'd been to private school herself).
My last grandparent died leaving a large estate. They had mentioned that there was an account (with a specific amount mentioned) earmarked for me and the other grandchild (only 2).
When my grandparent died, my mother and her sibling pocketed the lot, and bought themselves a further 3 houses between them. I had to get the will through the government probate service. It turns out the estate was worth, in current day terms, about 900,000. The will which was executed was made in the 1970s when the other grandchild and I had just been born. Only my mother and her sibling were beneficiaries. However the will referred to a bunch of assets that no longer existed because my grandparent had deliberately sold most of them, including a house, in the couple of years before their death. They'd have had to see a lawyer to do so. It's highly unlikely that they wouldn't have updated a will made over 20 years earlier given that they were deliberately "clearing out" and this had rendered the old will obsolete.
Because I received nothing from my grandparents estate, it took me a further 7 years of renting, scrimping and saving before I finally had the deposit to be able to buy a first property. My mother and her sibling sat and watched me and DP struggle, while sitting on 8 properties between them.
It's funny how people's left-leaning principles evaporate when there's a trough to get their snout in.

Electricsheeps · 01/04/2025 07:28

This reply has been deleted

This has been deleted by MNHQ for breaking our Talk Guidelines.

Soontobe60 · 01/04/2025 07:18

Camde · 01/04/2025 02:27

Thanks all. I need to tread carefully here because the last thing I want is to have a big falling out with my mum over this. And she will be very offended that I’ve looked at the will online

But surely you can be equally offended if your DM has chosen to deny you of your inheritance? Put your big girl pants on, download the will / probate and speak to her. Ask her to explain her actions.

LongDarkTeatime · 01/04/2025 07:13

Camde · 01/04/2025 02:27

Thanks all. I need to tread carefully here because the last thing I want is to have a big falling out with my mum over this. And she will be very offended that I’ve looked at the will online

Has your mum always been this controlling?

Mumofoneandone · 01/04/2025 07:12

https://www.gnlaw.co.uk/news/what-an-executor-can-and-cannot-do/
Executes are bound by law to follow set rules - if your mum isn't following these she needs reporting and potentially removing as an executor. A quick Google will advise who to report to. As a solicitor am sure her actions could affect her being allowed to practice - no doubt someone more in the know could advise....
Mystery as to why she took on this duty if she disagrees with inheritance.

GN Law - Our People News and TV

What an executor can and cannot do | GN Law

An executor cannot go against the terms of the will, breach their fiduciary duty, fail to act, self-deal, embezzle or harm the estate through neglect.

https://www.gnlaw.co.uk/news/what-an-executor-can-and-cannot-do/

Hazeby · 01/04/2025 07:12

If the money is in a trust then it is protected as it can only go to the beneficiaries of the trust. So you’ll get it one day, but you can’t control when.

Hungrycaterpillarsmummy · 01/04/2025 07:10

Camde · 01/04/2025 02:27

Thanks all. I need to tread carefully here because the last thing I want is to have a big falling out with my mum over this. And she will be very offended that I’ve looked at the will online

Don't be afraid of falling out when she is making this difficult for you. You are allowed to have a disagreement!

Trendyname · 01/04/2025 07:04

HarryVanderspeigle · 01/04/2025 06:47

You may need to accept that going after the money you are entitled to will damage your relationship with your mother. She is the one being unreasonable. Which is more important to you?

I think mother has already damaged the relationship, so OP does not have to worry about it.

Trendyname · 01/04/2025 07:03

Camde · 01/04/2025 02:27

Thanks all. I need to tread carefully here because the last thing I want is to have a big falling out with my mum over this. And she will be very offended that I’ve looked at the will online

How old are you OP?

Why is she ok with her brother taking I inheritance but not her daughter? Why in one case it is about love and not in other?

To me your mother sounds very patriarchal and seems to be ok with men benefiting from inheritance not women.

I hope you have some anger towards ypur mother for not getting your share which can improve, make your life comfortable by having a stress free own home.

Jesslikesjam · 01/04/2025 06:55

if it’s gone to probate which it will have done as you uncle has inherited a great deal then it’s a public document and anyone can see it, if you know the solicitor name contact them and tell them they would executor is not keeping people informed

im currently an executor and contact the beneficiaries about three time a week about various things I’d sooner they be happy and informed it’s part of the undertaking

Lavenderfarmcottage · 01/04/2025 06:51

Don’t tell her anything - get an estate lawyer, someone very good and they will check probate and the will etc or do property checks.

HarryVanderspeigle · 01/04/2025 06:47

You may need to accept that going after the money you are entitled to will damage your relationship with your mother. She is the one being unreasonable. Which is more important to you?

Starlight7080 · 01/04/2025 06:46

How old are you?
Is your mum this controlling in other aspects of your life?
It sounds like if she does not want the money then your uncle will probably have it all. Especially if they have worded it so it's up to them two if grandkids get any.

Selttan · 01/04/2025 06:45

Can you speak to a cousin and see what they know?

Middleagedstriker · 01/04/2025 06:43

When my grandfather died my Dad inherited half his money. They didn't give my sister or me anything. I didn't think it was that unusual. We did get his dining table and some books as no one else wanted it.
He may have thought your Mum would give you some but if he had really wanted you to inherit he would have given clear instructions.

Flamethrowers · 01/04/2025 06:39

Have yoh seen a copy of the trust deed?
trustees have a duty to act impartially and in this case to carry out your grandfathers wishes. If ideology/political beliefs get in the way then they can be legally challenged (which I realise is hard given your mother is a lawyer).
im sorry she's so controlling.

MuchuseasaChocolateTeapot · 01/04/2025 06:38

An extreme left wing corporate lawyer. There’s an oxymoron if ever I heard one!

@Camde someone who answers reasonable questions with fury is abusive. I suspect you are not going to revisit this thread as you don’t want to or are afraid to tackle your mum on this issue. I would look closely at your relationship overall with her and decide whether or not it’s healthy.

And check with your cousins. If one of those requests the money and gets it then you should get yours. Likewise you can apply for your share. I’m sorry you’re so scared of your mum’s reaction.

allthemiddlechildrenoftheworld · 01/04/2025 06:20

@Camde what was the point of wasting time and writing a will like this??? that was terrible legal advice your grandad was given¬¬

Bettyfromlondon · 01/04/2025 06:11

How many grandchildren are there? Can you get in touch with them to find out if they have received anything? And if they have not, you could band together to challenge her.

glasgowstations · 01/04/2025 06:08

Are your other cousins generally reliable? It the clause says an equal amount must be given to all, is there a reason why they might not want to give one of your cousins the money? Ie they have an unstable domestic relationship that could lay their partner open to half the inheritance or perhaps just unstable and liable to making inappropriate spending decisions?

JamSandwich27 · 01/04/2025 05:55

YANBU. We’re going through an almost identical situation at the moment with FIL (won’t hijack your thread with the details). Can’t you ask your uncle for a copy of the will? Might be a good starting point.

Lovelysausagedogscrumpy · 01/04/2025 05:42

playingfortimeandpeace · 01/04/2025 05:33

This

OP has already clarified that there is a trust set up for all of the grandchildren and that her mother is a trustee.

Lovelysausagedogscrumpy · 01/04/2025 05:41

Camde · 01/04/2025 02:27

Thanks all. I need to tread carefully here because the last thing I want is to have a big falling out with my mum over this. And she will be very offended that I’ve looked at the will online

No OP, she won’t be ‘offended’. She’ll be angry that you had the good sense to see past her controlling bullshit and find out what you’re entitled to as a beneficiary of the will. If all the grandchildren are beneficiaries of the trust then as a trustee she has an obligation to act in their best interests. I would be open with her and tell her straight that her left wing principles on inheritance have no bearing on her duties as a trustee, and that now you have a copy of the will you will be getting legal advice to secure what’s rightfully yours. I’d also be reminding her that if she doesn’t wish to take her own share of the inheritance then all of the beneficiaries have to agree as to how her share will be divided up between them, and a deed of variance completed.