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Legal matters

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Wills, trusts etc.

6 replies

shouldwestayorshouldwego · 31/08/2017 08:04

At some point we will buy a bigger house from the proceeds of our current house and dh's inheritance. Dh still hasn't signed the wills we had drawn up 12yrs ago when we got this house so I am worried that he will die intestate and also would not update a will should I die first and he remarried. Additionally it looks as if when one of my parents dies the other will need long term care and so their assets will mainly go on that, they are joint owners with mirror wills and too old/ infirm/ incapacitated to change their situation. I would like my three dc to have some inheritance should I die first.

I was going to suggest that the next house is bought as tenants in common and then I can leave my share in trust to the dc with a lifetime interest for dh. He won't be massively happy about it so need to have all the concepts lined up. As the situation stands half shares in the property are under the threshold for IHT.

What would happen to the inheritance if I had died, dh was still alive and one of the dc had married and was getting divorced? Would their inheritance (although tied up in our house) be included in any divorce settlement? Secondly if dh downsized (unlikely) would there be a way of making sure that he was able to use the released cash (as long as new property was more than half inherited property) so the dc still don't get money until we have both died. It's not that I wouldn't want my dc to inherit earlier, it is just that I think that he would be happier if he know that he could still spend the money as he wished if he downsized. I know dh would want our dc to be provided for, I am just concerned after reading too much on MN that we don't know how life will pan out and I would hate my dc to feel that I had somehow failed to protect the assets. I would of course hope that dh would be happy to sign a similar will to protect his half should he die first.

OP posts:
LineysRun · 31/08/2017 21:30

Are you In England & Wales?

Also, why hasn't he signed his will? Have you signed yours? How did it it come about that he didn't?

Sorry, so many questions ...

shouldwestayorshouldwego · 31/08/2017 22:56

Yes in England and Wales and yes I signed mine. He 'doesn't like to think about death'. He has always evaded it whenever I mention it. Am hoping that having the hassle of winding up his parent's estate might mean this is a good time to highlight how much harder it would be if they had no wills. I know that he won't like the idea of not just automatically inheriting from each other so trying to work out benefits and pitfalls. I guess I am more concerned about my estate because I have no influence over his.

OP posts:
LineysRun · 01/09/2017 05:03

What would he say if you organised two witnesses and said that he's signing it at X time on Y date? It seems so irresponsible of him not to have signed his will.

mumblechum0 · 01/09/2017 14:49

Well, technically you don't need his permission to sever the current joint tenancy and to make a will including a life interest trust.

I'm a will writer and see an inordinate number of men who are really weird about making a will, as if they think they're signing their own death certificate rather than doing sensible financial planning for their family's future.

If he's going to be that intransigent, I'd say just go over his head and get on with dealing with your own side of things.

You were asking what happens if the survivor under a life interest trust wants to downsize. The standard wording provides for exactly this scenario. Let's presume that you die first (sorry!), leaving your share of the house on an LIT. Your husband gets old and doddery and wants to sell the family home and buy a 1 bed flat. Your house is worth £1m (for the sake of round figures). His half is worth £500k and his new flat is £600k.

The trust applies to the new flat so that it's owned 5/6ths by the trust, and 1/6th by your husband. He still has £400k of his £500k to blow as he chooses.

Alternatively, he and the trustees can agree that the new flat is owned half by the trust and half by him. He has £200k to do what he likes with, because that's what's left of his half of the equity. Your surplus £200k goes to your children (which is fair because otherwise they have an interest in a property worth much more than is currently the case).

Hope that makes sense!

shouldwestayorshouldwego · 01/09/2017 18:39

Thank you. He would probably dig his heals in and be annoyed that he was backed into a corner to be honest if I made him sign. As awkward as intestancy would be it would not be as bad because I would be able to update my will or make gifts to the dc. Dh is unlikely to want to free up equity and as much as he says he wouldn't want to marry again I would rather that he was happy and with a companion. What I would not be happy about (well other than being dead and not too concerned at that stage) would be a new wife inheriting everything (because he didn't update his will if he signed one) and then she gave it all to her dc and ours got nothing.

@mumblechum0 yes that does make sense and it sounds that it can be quite flexible in terms of releasing capital. What would happen if one of my dc (still in school so hypothetically in the future) had a grabby ex. Would they be able to have a claim on my inheritance if it is still tied up in a trust? I realise that once they have the money and it is part of their family possession it can be included.

OP posts:
mumblechum0 · 02/09/2017 08:06

Should, in that event, (speaking as an ex family lawyer), the court wouldn't ignore the fact that your child has an interest in the property, but wouldn't be able to force a sale and it would therefore simply be one of a range of factors to be taken into consideration in the divorce settlement.

I think you may be thinking a little too far into the future there, though Grin

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