Menu

Your parent has died – But will you receive your rightful inheritance?

The relevant law is the Inheritance (Provision for Family and Dependants) Act 1975 (the “Act”).

The Act allows certain categories of people to claim on the estate of another person if they fit within one or more of six categories of claimants. Whilst someone claiming may be within one or more of these categorise it does not follow that just because you can claim that you will be successful in doing so. The case of Shapton v Seviour is a firm reminder of this. Briefly the case is a claim by an adult daughter against the estate of her father who had left his entire estate to his wife.

After it has been established that a person can claim under the Act, the Court then needs to consider, as was demonstrated in the Shapton v Seviour case, whether reasonable provision has been made for the person pursuing the claim. One factor which the Court will consider when assessing this test is the financial situation of the person claiming but also the financial position of the beneficiaries under the will along with other needs of the claimant/beneficiaries.

In the Shapton v Seviour case the widow was terminally ill and in need of financial assistance so that she could live her remaining days without financial worries adding to her already traumatic position. The daughter, however, had a large house (the cost of which was given as a reason for pursuing the claim) and was financially stable save for £20,000 credit card debt (which she also gave as a justification for the claim).

Wouldn’t you agree that in this scenario the needs of the widow far outweigh that of the daughter and thankfully that is what the Court decided. What this case does demonstrate, however, is the increasing amount of cases being brought under the Act where the needs of the other parties, or the wishes of the person who has died, are thrown to one side by a person simply trying to receive financial benefit.

Unfortunately, it is becoming more and more the case that adult children are pursuing such claims especially when the surviving spouse is not their father/mother. Such claims are expensive to pursue and the repercussions of pursuing an unsuccessful claim can be devastating to the adult child pursuing an unwarranted claim.

“At Lawson West we specialise in pursuing and defending such claims and we pride ourselves in both advising on the law but also the financial implications of pursuing/defending such a claim. If you need any help or advice please contact one of our Dispute Resolution team on 0116 212 1000.”

 

Contact Us

Hairdressers Can Cut-Up ‘Self-Employed’ Contracts!


Hairdresser Meghan Gorman, Age 26,
joined Terence Paul salon in Manchester City centre, as a 19-year-old trainee in 2013 and later began work on a contract called “Independent Contract for Services” as a self-employed hairdresser.

Meghan brough a claim against her employer, arguing that, although she had a contract as a self-employed hairdresser, the amount of control over her working practices effectively made her an employee:

  • She worked for six years at a Terence Paul salon until it closed in 2019

  • She had to work the hours set by the salon

  • Terence Paul kept 67% of her takings

  • She was not entitled to any benefits such as holiday or redundancy pay

  • Terence Paul claimed the company’s self-employed hairdressers had control over the hours and days they worked, their starting and finishing times, treatments they could give and their holidays.

  • Ms Gorman disputed this, saying she had to work from 9am-6pm from Monday to Saturday, had no control over pricing or offering discounts, had to use the company’s products, conform to Terence Paul’s standards of dress, and had to tell the salon if she wanted time off.

Meghan and her lawyers won her employment tribunal claim and the preliminary judgment found in her favour – claiming she had performed her duties with an ‘employed’ status all along.

This preliminary judgment could affect thousands of hairdressers nationwide and other contractors employed on similar self-employed status contracts.

  • Many hairdressers and others on similar ‘Self-Employed’ contracts could discover they are working on an employed basis and therefore entitled to the perks, holiday allowances, sick pay and employment rights of those on standard employment contracts.

Around 330,000 people work in the beauty industry in the UK, more than 80% of them women, according to industry figures.

Employment Tribunal Judge Marion Batten ruled in Ms Gorman’s favour in March 2020, with the reasons for the ruling released this week [19th July 2020].

Ms Gorman said:
“They clearly had the power and control. I did not believe it could be considered I was in business on my own account.

“I had thought for some time that the contract they had in place was not right, saying I was self-employed when they had all those rules in place.”

Vaishali Thakerar, Associate Director at Lawson West Solicitors and Head of the Employment team added:

“Ill-informed or unscrupulous employers welcome self-employed status employee contracts as it frees them up from offering a comprehensive benefits package to staff. It saves them money as they don’t have to pay for holiday time off, benefits like pension provision, sick pay, notice period and maternity leave. The employee is given a loose contract (if at all), one that doesn’t genuinely represent their employed status accurately and doesn’t truly protect the employee’s best interests as it should. These are Victorian practices, I’m surprised they still go on, but unfortunately these poorly-written contracts are more common than you think.”

This case joins others on the definition of “worker” status like Pimlico Plumbers (the Supreme Court), Uber Drivers (on appeal from The Court of Appeal), City Sprint and Deliveroo whose ‘self-employed’ contractors have challenged their legal status.

Vaishali Thakerar

If you are self-employed or contracting and would like a professional solicitor to review your contract of employment and your employed status, we can help. Please contact: vaishali.thakerar@lawson-west.co.uk, Solicitor, Associate Director and Head of Employment.

Read more

BBC News article

Women Continue Fight for State Pension Age 60 – Court of Appeal trial started 21 July

With conversations in the media favouring the return of the State Pension Age (SPA) to 60, allowing more jobs for younger people to filter through, tomorrow sees a very important date in the legal calendar which could add weight to the argument.

Delve and another -v- The Secretary of State for Work and Pensions.

On 21st and 22nd July 2020, the Court of Appeal (Civil Division) heard the evidence in Delve and another -v- The Secretary of State for Work and Pensions.

This landmark legal discussion centres around women born in the 1950s who were to retire at the State Pension Age (SPA) of 60, only to find themselves forced to work until 65, 66 and 68 years due to the impact of the equalisation of the male and female State Pension Age (SPA) in the Pensions Acts and legislation of 1995, 2011 and 2014. But this case is not just about the age limits, the women can argue that because of the pensions legislation the Government has failed in its obligation to pay them a pension in the years that have been stripped away.

Backto60: Delve and Glynn

In 2019, Julie Delve, 61, and Karen Glynn, 63 – supported by campaign group Backto60 – took the Department for Work and Pensions (DWP) to court for discrimination, arguing that raising their pension age unlawfully discriminated against them on the grounds of age and sex, and that they were not given adequate notice of the changes.

In a summary of the Court’s October 2019 decision to dismiss, Lord Justice Irwin and Mrs Justice Whipple said: “There was no direct discrimination on grounds of sex, because this legislation does not treat women less favourably than men in law.”

The Court of Appeal will hear evidence this week further to the order of the Divisional Court (3rd October 2019) that dismissed the claim for judicial review of the “taper mechanisms chosen” to implement the Government’s policy of raising and equalising the SPA and “the failure to inform women of the changes”.

Boris Johnson

Boris Johnson’s pledge during the Tory leadership campaign to look at the state pension age issue with “fresh vigour” is also in the spotlight and since being made PM in November 2019 he back-tracked somewhat later saying “We’re going to look at it but it is not possible to satisfy all the demands of the WASPI women”.

After the disappointment in the Royal Courts of Justice, London, in October 2019, where their claim failed, Delve and Glynn now bring the matter to the Court of Appeal. The sitting Justices will be The Right Honourable Sir Nicholas Underhill, Lord Justice of Appeal and Dame Vivien Justice Rose.

If Delve and Glynn win their appeal case, it could open-up the pension age debate much further in the coming months and years.

Carrie-Ann Randall

Lawson West’s employment lawyer, Carrie-Ann Randall comments on the case:

“The step changes in law surrounding the establishment of equality for women goes back over 100 years (see our related 100 years of law article) and it is important for women to be recognised as equal to men at any age and for generations to come. The current pension law which dates from 2011-2014, whilst attempting to equalise State Pension Age (SPA) and make a level-playing field for both men and women, has not been popular and the legislation’s attempt to be equal has in fact created inequality in certain age groups of women.This inequality is real and is clearly evidenced by the sentiments of the supporters of WASPI and Backto60.

I support wholeheartedly the case of Delve and Glynn. We shouldn’t take women’s rights for granted under any circumstances and where there is misalignment and discrimination, in my mind, our courts have an obligation to seek it out and repair what’s unfair.”


Useful Links

Women Against State Pension Age (WASPI)

Backto60 – full restitution

The October 2019 Ruling – Michael Mansfield QC    

Judicial Review hearing is granted

Impact of State Pensions Changes since 1995

The Pensions Act 2014

 

 

Redundancy: 3 Mistakes Employers Make

Vaishali Thakerar

Vaishali Thakerar, Solicitor & Head of Employment

“It’s clear that some employers struggle with making redundancies and fail to communicate well with employees during the early stages. Situations can get out-of-hand and endure for months because pro-active communication is overlooked.


We’ve seen several companies during Coronavirus contact us to smooth-over the cracks of poorly-managed redundancy negotiations. Embracing some of the basics of redundancy best practice can mean contentious situations may never arise.


Our helpful summary chart below gives employers the basics of what to do and what not to do, and if your business is making a handful of redundancies or a sizeable team restructure and you need professional support, you can contact me on vthakerar@lawson.west.co.uk for an impartial view. I’m here to help.”

Click on the image to enlarge/view more…

Redundancy - 3 Mistakes Employers Make when making employees redundant